AFG
WCLD

Albion Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Albion Financial Group’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
2025
Q1 		– Sell
-622
Closed -$23.3K – 695
2024
Q4 		$23.3K Sell
622
-206
-25% -$7.49K ﹤0.01% 322
2024
Q3 		$26.5K Buy
828
+305
+58% +$9.52K ﹤0.01% 277
2024
Q2 		$16.5K Buy
523
+208
+66% +$6.65K ﹤0.01% 303
2024
Q1 		$11K Hold
315
– – ﹤0.01% 312
2023
Q4 		$11K Hold
315
– – ﹤0.01% 304
2023
Q3 		$9.33K Hold
315
– – ﹤0.01% 301
2023
Q2 		$9.99K Hold
315
– – ﹤0.01% 310
2023
Q1 		$9.36K Hold
315
– – ﹤0.01% 309
2022
Q4 		$7.9K Sell
315
-109
-26% -$2.8K ﹤0.01% 320
2022
Q3 		$11K Sell
424
-806
-66% -$24.1K ﹤0.01% 309
2022
Q2 		$34K Sell
1,230
-328
-21% -$10.6K ﹤0.01% 235
2022
Q1 		$64K Sell
1,558
-404,055
-100% -$17M 0.01% 253
2021
Q4 		$21M Sell
405,613
-3,525
-0.9% -$205K 1.67% 13
2021
Q3 		$23.6M Sell
409,138
-4,867
-1% -$285K 2.07% 10
2021
Q2 		$23.1M Buy
+414,005
New +$21M 2.01% 11
2020
Q4 		$21.6M Buy
403,472
+21,288
+6% +$1.02M 2.12% 11
2020
Q3 		$16.3M Buy
382,184
+18,167
+5% +$749K 1.77% 17
2020
Q2 		$14.2M Buy
+364,017
New +$11.5M 1.67% 15

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return