Curi RMB Capital’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Curi RMB Capital’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	$289K	Sell	9,000 -181,934	-95%	-$5.31M	﹤0.01%	766
2026 Q1	$5.22M	Buy	190,934 +154,801	+428%	+$4.58M	0.09%	209
2025 Q4	$1.27M	Buy	36,133 +25,819	+250%	+$903K	0.02%	415
2025 Q3	$363K	Sell	10,314 -588,658	-98%	-$20.8M	0.01%	569
2025 Q2	$21.6M	Buy	598,972 +71,392	+14%	+$2.43M	0.41%	59
2025 Q1	$17.1M	Buy	527,580 +153,268	+41%	+$5.71M	0.42%	67
2024 Q4	$14M	Buy	+374,312	New	+$13.6M	0.32%	100
2023 Q1	–	Sell	-265,715	Closed	-$6.66M	–	509
2022 Q4	$6.66M	Buy	+265,715	New	+$6.82M	0.24%	117
2022 Q3	–	Sell	-271,603	Closed	-$7.61M	–	489
2022 Q2	$7.61M	Buy	+271,603	New	+$8.81M	0.26%	104

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

Curi RMB Capital's WCLD Position: Q2 2026 in Review

Curi RMB Capital reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 95% in Q2 2026, selling an estimated $5.31M and leaving 9,000 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Curi RMB Capital first reported a position in WCLD in Q2 2022 and has held it in 9 quarters since. The position peaked at $21.6M in Q2 2025. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Curi RMB Capital held 9,000 shares of WisdomTree Cloud Computing Fund worth $289K as of Q2 2026.
Curi RMB Capital sold 181,934 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $5.31M.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #766 holding.
Curi RMB Capital first reported a position in WisdomTree Cloud Computing Fund in Q2 2022 and has held it in 9 quarters since.
Curi RMB Capital's WisdomTree Cloud Computing Fund position peaked at $21.6M in Q2 2025.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.