AE Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

AE Wealth Management’s Portfolio WCLD Stock Details WCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86K	Hold	58	–	–	﹤0.01%	2562
2026 Q1	$1.58K	Hold	58	–	–	﹤0.01%	2489
2025 Q4	$2.03K	Sell	58 -1	-2%	-$35	﹤0.01%	2335
2025 Q3	$2.08K	Hold	59	–	–	﹤0.01%	2168
2025 Q2	$2.13K	Hold	59	–	–	﹤0.01%	2039
2025 Q1	$1.92K	Hold	59	–	–	﹤0.01%	2035
2024 Q4	$2.21K	Buy	+59	New	+$2.15K	﹤0.01%	1991
2024 Q1	–	Sell	-45,696	Closed	-$1.6M	–	1987
2023 Q4	$1.6M	Sell	45,696 -6,586	-13%	-$202K	0.01%	981
2023 Q3	$1.55M	Buy	52,282 +10,314	+25%	+$326K	0.01%	933
2023 Q2	$1.33M	Sell	41,968 -11,556	-22%	-$336K	0.01%	979
2023 Q1	$1.59M	Buy	53,524 +13,697	+34%	+$384K	0.01%	878
2022 Q4	$999K	Sell	39,827 -12,229	-23%	-$314K	0.01%	982
2022 Q3	$1.39M	Sell	52,056 -1,890	-4%	-$56.6K	0.01%	820
2022 Q2	$1.51M	Buy	53,946 +615	+1%	+$19.9K	0.01%	758
2022 Q1	$2.18M	Buy	53,331 +29,144	+120%	+$1.23M	0.02%	684
2021 Q4	$1.25M	Buy	+24,187	New	+$1.4M	0.01%	852
2020 Q3	–	Sell	-117,576	Closed	-$4.58M	–	1391
2020 Q2	$4.58M	Buy	+117,576	New	+$3.72M	0.07%	232

Other funds holding WCLD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

AE Wealth Management's WCLD Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 58 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

AE Wealth Management first reported a position in WCLD in Q2 2020 and has held it in 17 quarters since. The position peaked at $4.58M in Q2 2020. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

AE Wealth Management held 58 shares of WisdomTree Cloud Computing Fund worth $1.86K as of Q2 2026.
AE Wealth Management left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2562 holding.
AE Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 17 quarters since.
AE Wealth Management's WisdomTree Cloud Computing Fund position peaked at $4.58M in Q2 2020.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.