EPIQ Capital Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

EPIQ Capital Group’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
2024 Q4	$2.23M	Buy	59,418 +424	+0.7%	+$15.4K	0.58%	23
2024 Q3	$1.89M	Sell	58,994 -6,011	-9%	-$188K	0.54%	25
2024 Q2	$2.05M	Buy	65,005 +609	+0.9%	+$19.5K	0.72%	21
2024 Q1	$2.24M	Buy	64,396 +21,623	+51%	+$754K	0.89%	15
2023 Q4	$1.49M	Buy	42,773 +1,922	+5%	+$58.9K	0.68%	16
2023 Q3	$1.21M	Buy	40,851 +1,453	+4%	+$45.9K	0.63%	18
2023 Q2	$1.25M	Hold	39,398	–	–	0.63%	19
2023 Q1	$1.17M	Buy	+39,398	New	+$1.1M	0.59%	19
2022 Q1	–	Sell	-23,103	Closed	-$1.2M	–	56
2021 Q4	$1.2M	Hold	23,103	–	–	0.21%	25
2021 Q3	$1.33M	Buy	+23,103	New	+$1.35M	0.14%	26

Other funds holding WCLD

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

ESL

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SWM

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCA

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

EPIQ Capital Group's WCLD Position: Q4 2024 in Review

EPIQ Capital Group increased its WisdomTree Cloud Computing Fund (WCLD) stake by 0.72% in Q4 2024, buying an estimated $15.4K and bringing the position to 59,418 shares worth $2.23M. The position accounts for 0.58% of the portfolio, ranked #23.

EPIQ Capital Group first reported a position in WCLD in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.24M in Q1 2024. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

EPIQ Capital Group held 59,418 shares of WisdomTree Cloud Computing Fund worth $2.23M as of Q4 2024.
EPIQ Capital Group bought 424 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $15.4K.
WisdomTree Cloud Computing Fund made up 0.58% of EPIQ Capital Group's portfolio in Q4 2024, its #23 holding.
EPIQ Capital Group first reported a position in WisdomTree Cloud Computing Fund in Q3 2021 and has held it in 10 quarters since.
EPIQ Capital Group's WisdomTree Cloud Computing Fund position peaked at $2.24M in Q1 2024.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.