Creative Financial Designs’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Creative Financial Designs’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	$589K	Buy	18,366 +4,615	+34%	+$135K	0.03%	375
2026 Q1	$376K	Buy	13,751 +869	+7%	+$25.7K	0.02%	391
2025 Q4	$451K	Buy	12,882 +737	+6%	+$25.8K	0.03%	340
2025 Q3	$427K	Buy	12,145 +6,545	+117%	+$231K	0.03%	352
2025 Q2	$202K	Buy	5,600 +2,580	+85%	+$87.7K	0.01%	473
2025 Q1	$98K	Buy	3,020 +3,013	+43,043%	+$112K	0.01%	626
2024 Q4	$263	Hold	7	–	–	﹤0.01%	1752
2024 Q3	$224	Sell	7 -78	-92%	-$2.43K	﹤0.01%	1646
2024 Q2	$2.69K	Hold	85	–	–	﹤0.01%	1441
2024 Q1	$2.96K	Hold	85	–	–	﹤0.01%	1423
2023 Q4	$2.97K	Sell	85 -80	-48%	-$2.45K	﹤0.01%	1360
2023 Q3	$4.89K	Sell	165 -417	-72%	-$13.2K	﹤0.01%	1196
2023 Q2	$18.4K	Buy	+582	New	+$16.9K	﹤0.01%	870

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

Creative Financial Designs's WCLD Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree Cloud Computing Fund (WCLD) stake by 34% in Q2 2026, buying an estimated $135K and bringing the position to 18,366 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #375.

Creative Financial Designs first reported a position in WCLD in Q2 2023 and has held it in 13 quarters since. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Creative Financial Designs held 18,366 shares of WisdomTree Cloud Computing Fund worth $589K as of Q2 2026.
Creative Financial Designs bought 4,615 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $135K.
WisdomTree Cloud Computing Fund made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #375 holding.
Creative Financial Designs first reported a position in WisdomTree Cloud Computing Fund in Q2 2023 and has held it in 13 quarters since.
88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.