Comprehensive Financial Consultants Institutional’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Comprehensive Financial Consultants Institutional’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	$260K	Buy	+8,107	New	+$237K	0.07%	186
2026 Q1	–	Sell	-6,993	Closed	-$245K	–	201
2025 Q4	$245K	Buy	6,993 +1,101	+19%	+$38.5K	0.07%	176
2025 Q3	$207K	Buy	+5,892	New	+$208K	0.06%	183

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

Comprehensive Financial Consultants Institutional's WCLD Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional opened a new position in WisdomTree Cloud Computing Fund (WCLD) in Q2 2026: 8,107 shares worth $260K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings. This is a return to the name: Comprehensive Financial Consultants Institutional previously reported a position in WCLD as recently as Q4 2025.

Comprehensive Financial Consultants Institutional first reported a position in WCLD in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Comprehensive Financial Consultants Institutional held 8,107 shares of WisdomTree Cloud Computing Fund worth $260K as of Q2 2026.
WisdomTree Cloud Computing Fund was a new Comprehensive Financial Consultants Institutional position in Q2 2026.
WisdomTree Cloud Computing Fund made up 0.07% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #186 holding.
Comprehensive Financial Consultants Institutional first reported a position in WisdomTree Cloud Computing Fund in Q3 2025 and has held it in 3 quarters since.
88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.