Endowment Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Endowment Wealth 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	–	Sell	-19,102	Closed	-$522K	–	190
2026 Q1	$522K	Buy	19,102 +3,661	+24%	+$108K	0.23%	80
2025 Q4	$541K	Buy	15,441 +4,377	+40%	+$153K	0.25%	80
2025 Q3	$389K	Buy	11,064 +2,755	+33%	+$97.4K	0.18%	96
2025 Q2	$300K	Buy	8,309 +1,763	+27%	+$59.9K	0.15%	111
2025 Q1	$212K	Buy	+6,546	New	+$244K	0.14%	132

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

Endowment Wealth Management's WCLD Position: Q2 2026 in Review

Endowment Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2026, closing a stake of 19,102 shares — an estimated $522K sold.

Endowment Wealth Management first reported a position in WCLD in Q1 2025 and held it in 5 quarters. The position peaked at $541K in Q4 2025. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Endowment Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2026 after selling out during the quarter.
Endowment Wealth Management sold 19,102 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $522K.
Endowment Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2025 and held it in 5 quarters.
Endowment Wealth Management's WisdomTree Cloud Computing Fund position peaked at $541K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.