Founders Financial Alliance’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Founders Financial Alliance’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	$4.81K	Hold	150	–	–	﹤0.01%	732
2026 Q1	$4.1K	Buy	+150	New	+$4.44K	﹤0.01%	690
2025 Q4	–	Sell	-150	Closed	-$5.28K	–	728
2025 Q3	$5.28K	Buy	+150	New	+$5.3K	﹤0.01%	651
2025 Q2	–	Sell	-150	Closed	-$4.87K	–	626
2025 Q1	$4.87K	Hold	150	–	–	﹤0.01%	559
2024 Q4	$5.63K	Hold	150	–	–	﹤0.01%	515
2024 Q3	$4.79K	Sell	150 -12	-7%	-$374	﹤0.01%	530
2024 Q2	$5.12K	Buy	+162	New	+$5.18K	﹤0.01%	509
2020 Q4	–	Sell	-12	Closed	-$1K	–	1234
2020 Q3	$1K	Buy	+12	New	+$495	﹤0.01%	1327

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

Founders Financial Alliance's WCLD Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 150 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Founders Financial Alliance first reported a position in WCLD in Q3 2020 and has held it in 8 quarters since. The position peaked at $5.63K in Q4 2024. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Founders Financial Alliance held 150 shares of WisdomTree Cloud Computing Fund worth $4.81K as of Q2 2026.
Founders Financial Alliance left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #732 holding.
Founders Financial Alliance first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 8 quarters since.
Founders Financial Alliance's WisdomTree Cloud Computing Fund position peaked at $5.63K in Q4 2024.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.