Cerity Partners
WCLD

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
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

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SWM
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CRC
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Bank of America
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IC
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return