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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 – 694
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Albion Financial Group's WCLD Position: Q1 2025 in Review

Albion Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 622 shares — an estimated $23.3K sold.

Albion Financial Group first reported a position in WCLD in Q2 2020 and held it in 18 quarters. The position peaked at $23.6M in Q3 2021. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Albion Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 622 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $23.3K.
  • Albion Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 18 quarters.
  • Albion Financial Group's WisdomTree Cloud Computing Fund position peaked at $23.6M in Q3 2021.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.