CWA
WCLD

Carolina Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Carolina Wealth Advisors’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 		$11.3K Sell
354
-264
-43% -$7.71K ﹤0.01% 184
2026
Q1 		$16.9K Buy
618
+112
+22% +$3.31K 0.01% 146
2025
Q4 		$17.7K Buy
506
+19
+4% +$665 0.01% 158
2025
Q3 		$17.1K Buy
487
+45
+10% +$1.59K 0.01% 149
2025
Q2 		$16K Buy
442
+70
+19% +$2.38K 0.01% 130
2025
Q1 		$12.1K Sell
372
-69
-16% -$2.57K 0.01% 130
2024
Q4 		$16.5K Hold
441
– – 0.01% 131
2024
Q3 		$14.1K Sell
441
-2
-0.5% -$62 0.01% 153
2024
Q2 		$14K Sell
443
-36
-8% -$1.15K 0.01% 127
2024
Q1 		$16.7K Sell
479
-7
-1% -$244 0.01% 130
2023
Q4 		$17K Sell
486
-9
-2% -$276 0.01% 145
2023
Q3 		$14.7K Buy
495
+1
+0.2% +$32 0.01% 158
2023
Q2 		$15.7K Sell
494
-14
-3% -$407 0.01% 140
2023
Q1 		$15.1K Buy
508
+43
+9% +$1.2K 0.01% 140
2022
Q4 		$12K Buy
465
+76
+20% +$1.95K 0.01% 142
2022
Q3 		$10K Buy
389
+52
+15% +$1.56K 0.01% 145
2022
Q2 		$9K Sell
337
-23
-6% -$746 0.01% 172
2022
Q1 		$15K Buy
360
+51
+17% +$2.15K 0.01% 164
2021
Q4 		$16K Sell
309
-19
-6% -$1.1K 0.01% 170
2021
Q3 		$19K Hold
328
– – 0.01% 161
2021
Q2 		$18K Buy
328
+32
+11% +$1.62K 0.01% 172
2021
Q1 		$14K Buy
296
+14
+5% +$749 0.01% 185
2020
Q4 		$15K Sell
282
-68
-19% -$3.24K 0.01% 134
2020
Q3 		$15K Buy
+350
New +$14.4K 0.01% 114

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Carolina Wealth Advisors's WCLD Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 43% in Q2 2026, selling an estimated $7.71K and leaving 354 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Carolina Wealth Advisors first reported a position in WCLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $19K in Q3 2021. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

  • Carolina Wealth Advisors held 354 shares of WisdomTree Cloud Computing Fund worth $11.3K as of Q2 2026.
  • Carolina Wealth Advisors sold 264 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $7.71K.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • Carolina Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $19K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.