Costello Asset Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Costello Asset 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
2026 Q2	$6.41K	Hold	200	–	–	﹤0.01%	558
2026 Q1	$5.46K	Sell	200 -13	-6%	-$385	﹤0.01%	553
2025 Q4	$7.46K	Hold	213	–	–	﹤0.01%	498
2025 Q3	$7.49K	Hold	213	–	–	﹤0.01%	490
2025 Q2	$7.7K	Hold	213	–	–	﹤0.01%	506
2025 Q1	$6.91K	Buy	+213	New	+$7.94K	﹤0.01%	496

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

Costello Asset Management's WCLD Position: Q2 2026 in Review

Costello Asset Management held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 200 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Costello Asset Management first reported a position in WCLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.7K in Q2 2025. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Costello Asset Management held 200 shares of WisdomTree Cloud Computing Fund worth $6.41K as of Q2 2026.
Costello Asset Management left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #558 holding.
Costello Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's WisdomTree Cloud Computing Fund position peaked at $7.7K in Q2 2025.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.