Who owns WCBR (WCBR)
Which tracked institutional funds hold WCBR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WCBR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened WCBR while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WCBR’s largest tracked holder by dollar value, Smith Anglin Financial, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WCBR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 48 tracked filers holding WCBR, 19 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WCBR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- GTS SECURITIES LLC$572K
Full exits 3
- NWAM LLC$828K
- NewEdge Advisors, LLC$791K
- FLOW TRADERS U.S. LLC$517K
Largest adds
- TWO SIGMA INVESTMENTS, LP$753K
- BANK OF AMERICA CORP /DE/$503K
- CITADEL ADVISORS LLC$300K
Largest trims
- HighTower Advisors, LLC$28M
- LPL Financial LLC$3M
- Sunbelt Securities, Inc.$777K
- Procyon Advisors, LLC$591K
- JANE STREET GROUP, LLC$569K
- Grange Capital, LLC$272K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 94,879 | $2M | 4.3% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 86,744 | $2M | 3.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 76,085 | $2M | 3.5% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 56,747 | $1M | 2.6% | 2026-Q1 |
| Grange Capital, LLC trimmed | 54,244 | $1M | 2.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 48,752 | $1M | 2.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 48,400 | $1M | 2.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 42,071 | $1M | 1.9% | 2026-Q1 |
| Bison Wealth, LLC | 20,409 | $595K | 1.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 22,925 | $572K | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 17,938 | $447K | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,691 | $416K | 0.8% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 16,343 | $408K | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 15,886 | $396K | 0.7% | 2026-Q1 |
| Quadrature Capital Ltd new | 14,721 | $367K | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,549 | $363K | 0.7% | 2026-Q1 |
| Summit Financial, LLC trimmed | 13,005 | $324K | 0.6% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 8,610 | $215K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 8,203 | $205K | 0.4% | 2026-Q1 |
| BROWN, LISLE/CUMMINGS, INC. | 7,450 | $186K | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 6,393 | $154K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 5,811 | $145K | 0.3% | 2026-Q1 |
| SIGNATUREFD, LLC | 2,700 | $67K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,800 | $45K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 1,654 | $41K | 0.1% | 2026-Q1 |
| BOKF, NA | 1,000 | $25K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 991 | $25K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 858 | $21K | 0.0% | 2026-Q1 |
| Cedar Mountain Advisors, LLC | 500 | $12K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 400 | $10K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 370 | $9K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 313 | $8K | 0.0% | 2026-Q1 |
| Ares Financial Consulting, LLC | 304 | $8K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 294 | $7K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 285 | $7K | 0.0% | 2026-Q1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 200 | $6K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 215 | $5K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 214 | $5K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 202 | $5K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 101 | $3K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 100 | $2K | 0.0% | 2026-Q1 |
| Aventura Private Wealth, LLC | 100 | $2K | 0.0% | 2026-Q1 |
| CWM, LLC | 98 | $2K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 89 | $2K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 50 | $1K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 47 | $1K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 4 | $100 | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC new | 2 | $49 | 0.0% | 2026-Q1 |
| Smith Anglin Financial, LLC trimmed | 1,011,972 | $32M | 58.7% | 2025-Q2 stale |
| NWAM LLC added | 29,702 | $828K | 1.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 28,415 | $791K | 1.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 18,578 | $517K | 0.9% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. added | 17,417 | $472K | 0.9% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 10,714 | $290K | 0.5% | 2025-Q1 stale |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 8,000 | $255K | 0.5% | 2025-Q2 stale |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,878 | $251K | 0.5% | 2025-Q2 stale |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 8,342 | $232K | 0.4% | 2025-Q4 stale |
| Kuhn & Co Investment Counsel new | 6,952 | $218K | 0.4% | 2025-Q3 stale |
| Atria Investments, Inc new | 6,837 | $215K | 0.4% | 2025-Q3 stale |
| Demars Financial Group, LLC added | 6,652 | $209K | 0.4% | 2025-Q3 stale |
| CALTON & ASSOCIATES, INC. new | 7,400 | $206K | 0.4% | 2025-Q4 stale |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,550 | $205K | 0.4% | 2025-Q1 stale |
| Bogart Wealth, LLC | 6,127 | $171K | 0.3% | 2025-Q4 stale |
| Rise Advisors, LLC | 1,602 | $50K | 0.1% | 2025-Q3 stale |
| Boreal Capital Management LLC | 335 | $9K | 0.0% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC trimmed | 179 | $5K | 0.0% | 2025-Q1 stale |
| ROYAL BANK OF CANADA trimmed | 100 | $3K | 0.0% | 2025-Q3 stale |
| Concord Wealth Partners | 50 | $1K | 0.0% | 2025-Q4 stale |
| AE Wealth Management LLC new | 16 | $446 | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 5 | $139 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.