*Warning ⚠️ 🛑 Made with the assistance of AI* Cybersecurity Meets the High Seas: WCBR & BOAT 🔐🚢 One protects the digital world. The other moves goods around the physical one. WCBR ($WCBR) and BOAT ($BOAT) offer exposure to two very different industries. Both have posted impressive recent returns—but what are investors actually buying? 🔐 WCBR: WisdomTree Cybersecurity Fund (🖥️ 🦠 - how cool 😎 is this?) WCBR tracks the WisdomTree Teams Cybersecurity Index, investing in companies that protect networks, cloud systems, applications and sensitive information. (wisdomtree.com) • Holdings: 34 reported portfolio positions, per Schwab, September 30, 2026. This count can include positions beyond company shares. • Assets under management: approximately US$229.95 million, October 28. • Annual expense ratio: 0.45%, approximately US$45 per US$10,000 invested. • Distribution yield: 0.00% as of October 27. This is primarily a growth investment. (schwab.wallst.com, wisdomtree.com) Its ten largest holdings on October 27: • Zscaler — 7.10% • Netskope — 5.81% • SentinelOne — 5.78% • CrowdStrike — 5.73% • Rubrik — 5.12% • Tenable — 5.09% • Okta — 4.43% • Trend Micro — 4.36% • SailPoint — 4.26% • Datadog — 4.25% Together, these represent approximately 52% of the portfolio. Total returns through September 30, 2026: • Year to date: +63.96% • One year: +45.57% • Three years: +30.77% annually • Five years: +12.27% annually • Since January 2021 inception: +11.97% annually. (wisdomtree.com) Cybersecurity addresses an ongoing business need, but rapid technological change, competition and volatile valuations create investment risk. A growing industry does not guarantee attractive shareholder returns. (wisdomtree.com) 🚢 BOAT: SonicShares Global Shipping ETF BOAT tracks the Solactive Global Shipping Index. Its companies transport containers, vehicles, dry bulk commodities, oil and other cargo. • Holdings: 51, as reported in its September 30 factsheet. • Assets under management: approximately US$158.01 million, October 27. • Annual expense ratio: 0.69%, approximately US$69 per US$10,000 invested. • Distributions: quarterly, with variable payments. (sonicshares.com, sonicshares.com) Its ten largest holdings on October 28: • Frontline — 6.05% • SITC International — 5.33% • Mitsui O.S.K. Lines — 5.22% • HMM — 5.07% • Kawasaki Kisen Kaisha — 4.93% • A.P. Moller–Maersk — 4.49% • Hafnia — 4.44% • Orient Overseas International — 4.41% • International Seaways — 4.38% • Wallenius Wilhelmsen — 4.15% Together, these represent approximately 48.5% of the portfolio. Total returns through September 30, 2026: • Year to date: +71.48% • One year: +78.92% • Three years: +34.69% annually • Five years: +25.72% annually • Since August 2021 inception: +27.87% annually. (sonicshares.com) Shipping is essential, but profits are cyclical. Fuel costs, trade volumes, tariffs, sanctions and changes in shipping routes can all affect results. Essential services can still be volatile investments. (sonicshares.com) 💭 My take I see both as potential satellite positions around a diversified core. WCBR offers focused exposure to cybersecurity. BOAT offers exposure to global shipping and its economic cycles. Together, they introduce different business drivers, but they still carry substantial sector concentration. Both funds have had exceptional recent runs. Their five-year annualized returns provide useful perspective, but neither the recent gains nor the longer record should be treated as a forecast. Would you rather own the companies protecting the data—or the companies delivering the goods? 🔐🚢 Both are U.S.-listed ETFs trading in U.S. dollars. Their published annual fees are expense ratios rather than Canadian MERs. Returns shown are USD NAV total returns, with distributions reinvested and fund expenses reflected; periods longer than one year are annualized. Canadian-dollar results also depend on exchange rates. Holdings change, and past performance does not guarantee future results. For general information, not personalized investment advice.
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