CAS
WCLD

Coppell Advisory Solutions’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-119
Closed -$4.49K – 1859
2024
Q4 		$4.49K Buy
+119
New +$4.33K ﹤0.01% 1352

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Coppell Advisory Solutions's WCLD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 119 shares — an estimated $4.49K sold.

Coppell Advisory Solutions first reported a position in WCLD in Q4 2024 and held it in 1 quarter. The position peaked at $4.49K in Q4 2024. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 119 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $4.49K.
  • Coppell Advisory Solutions first reported a position in WisdomTree Cloud Computing Fund in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's WisdomTree Cloud Computing Fund position peaked at $4.49K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.