Congress Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Congress Wealth Management’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
2025 Q2	$483K	Buy	+13,366	New	+$454K	﹤0.01%	939

Other funds holding WCLD

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Congress Wealth Management's WCLD Position: Q2 2025 in Review

Congress Wealth Management opened a new position in WisdomTree Cloud Computing Fund (WCLD) in Q2 2025: 13,366 shares worth $483K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

94 funds tracked by Wall St. Rank hold WCLD as of Q2 2025.

Congress Wealth Management held 13,366 shares of WisdomTree Cloud Computing Fund worth $483K as of Q2 2025.
WisdomTree Cloud Computing Fund was a new Congress Wealth Management position in Q2 2025.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #939 holding.
94 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.