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 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 $871B AUM 31.28% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CCS

Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's WCLD Position: Q1 2026 in Review

Curi RMB Capital increased its WisdomTree Cloud Computing Fund (WCLD) stake by 428% in Q1 2026, buying an estimated $4.58M and bringing the position to 190,934 shares worth $5.22M. The position accounts for 0.09% of the portfolio, ranked #209.

Curi RMB Capital first reported a position in WCLD in Q2 2022 and has held it in 8 quarters since. The position peaked at $21.6M in Q2 2025. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

Curi RMB Capital held 190,934 shares of WisdomTree Cloud Computing Fund worth $5.22M as of Q1 2026.
Curi RMB Capital bought 154,801 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $4.58M.
WisdomTree Cloud Computing Fund made up 0.09% of Curi RMB Capital's portfolio in Q1 2026, its #209 holding.
Curi RMB Capital first reported a position in WisdomTree Cloud Computing Fund in Q2 2022 and has held it in 8 quarters since.
Curi RMB Capital's WisdomTree Cloud Computing Fund position peaked at $21.6M in Q2 2025.
92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.