Carson Wealth (CWM LLC)
WCLD

Carson Wealth (CWM LLC)’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$279K Sell
10,222
-2,137
-17% -$63.3K ﹤0.01% 2435
2025
Q4 		$433K Sell
12,359
-1,568
-11% -$54.9K ﹤0.01% 2007
2025
Q3 		$490K Sell
13,927
-1,249
-8% -$44.2K ﹤0.01% 1815
2025
Q2 		$548K Buy
15,176
+456
+3% +$15.5K ﹤0.01% 1550
2025
Q1 		$478K Sell
14,720
-902
-6% -$33.6K ﹤0.01% 1461
2024
Q4 		$586K Sell
15,622
-2,161
-12% -$78.6K ﹤0.01% 1318
2024
Q3 		$568K Sell
17,783
-203
-1% -$6.33K ﹤0.01% 1269
2024
Q2 		$568K Sell
17,986
-908
-5% -$29K ﹤0.01% 1142
2024
Q1 		$658K Sell
18,894
-2,676
-12% -$93.3K ﹤0.01% 1024
2023
Q4 		$754K Sell
21,570
-1,072
-5% -$32.8K ﹤0.01% 922
2023
Q3 		$671K Sell
22,642
-802
-3% -$25.3K ﹤0.01% 887
2023
Q2 		$743K Sell
23,444
-7,525
-24% -$219K ﹤0.01% 810
2023
Q1 		$920K Sell
30,969
-862
-3% -$24.1K 0.01% 683
2022
Q4 		$798K Sell
31,831
-9,478
-23% -$243K 0.01% 678
2022
Q3 		$1.1M Buy
41,309
+4,174
+11% +$125K 0.01% 536
2022
Q2 		$1.04M Buy
37,135
+1,724
+5% +$55.9K 0.01% 555
2022
Q1 		$1.45M Buy
35,411
+4,750
+15% +$200K 0.01% 475
2021
Q4 		$1.59M Buy
+30,661
New +$1.78M 0.01% 483
2021
Q2 		$1.83M Hold
32,783
– – 0.01% 455
2021
Q1 		$1.83M Hold
32,783
– – 0.01% 455
2020
Q4 		$1.83M Hold
32,783
– – 0.01% 455
2020
Q3 		$1.83M Hold
32,783
– – 0.01% 455
2020
Q2 		$1.83M Hold
32,783
– – 0.01% 455
2020
Q1 		$1.83M Hold
32,783
– – 0.01% 455
2019
Q4 		$1.83M Hold
32,783
– – 0.01% 455
2019
Q3 		$1.83M Buy
+32,783
New +$798K 0.01% 455

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CCS
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WCLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 17% in Q1 2026, selling an estimated $63.3K and leaving 10,222 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Carson Wealth (CWM LLC) first reported a position in WCLD in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.83M in Q2 2021. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,222 shares of WisdomTree Cloud Computing Fund worth $279K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,137 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $63.3K.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2435 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Cloud Computing Fund in Q3 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Cloud Computing Fund position peaked at $1.83M in Q2 2021.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.