Cerity Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Cerity Partners’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	$491K	Sell	15,303 -3,652	-19%	-$107K	﹤0.01%	2444
2026 Q1	$518K	Buy	18,955 +3,652	+24%	+$108K	﹤0.01%	2265
2025 Q4	$536K	Sell	15,303 -375	-2%	-$13.1K	﹤0.01%	2062
2025 Q3	$551K	Sell	15,678 -516	-3%	-$18.2K	﹤0.01%	1905
2025 Q2	$585K	Sell	16,194 -633	-4%	-$21.5K	﹤0.01%	1781
2025 Q1	$546K	Buy	16,827 +1,524	+10%	+$56.8K	﹤0.01%	1710
2024 Q4	$574K	Hold	15,303	–	–	﹤0.01%	1683
2024 Q3	$489K	Hold	15,303	–	–	﹤0.01%	1782
2024 Q2	$483K	Sell	15,303 -7,000	-31%	-$224K	﹤0.01%	1555
2024 Q1	$777K	Sell	22,303 -1,707	-7%	-$59.5K	﹤0.01%	1394
2023 Q4	$839K	Hold	24,010	–	–	﹤0.01%	1051
2023 Q3	$711K	Buy	+24,010	New	+$758K	﹤0.01%	857

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

Cerity Partners's WCLD Position: Q2 2026 in Review

Cerity Partners reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 19% in Q2 2026, selling an estimated $107K and leaving 15,303 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Cerity Partners first reported a position in WCLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $839K in Q4 2023. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Cerity Partners held 15,303 shares of WisdomTree Cloud Computing Fund worth $491K as of Q2 2026.
Cerity Partners sold 3,652 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $107K.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2444 holding.
Cerity Partners first reported a position in WisdomTree Cloud Computing Fund in Q3 2023 and has held it in 12 quarters since.
Cerity Partners's WisdomTree Cloud Computing Fund position peaked at $839K in Q4 2023.
88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.