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BFC Planning, Inc.’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

BFC Planning, Inc.’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
Q3 		– Sell
-300
Closed -$9.6K – 3620
2026
Q2 		$9.6K Buy
+300
New +$8.76K ﹤0.01% 2383
2026
Q1 		– Sell
-376
Closed -$13.2K – 3349
2025
Q4 		$13.2K Buy
+376
New +$13.2K ﹤0.01% 1945
2024
Q4 		– Sell
-330
Closed -$10.5K – 2701
2024
Q3 		$10.5K Buy
+330
New +$10.3K ﹤0.01% 1721

Other funds holding WCLD

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Endurance Services Ltd Purchase, New York $655M AUM 7.49% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return

BFC Planning, Inc.'s WCLD Position: Q3 2026 in Review

BFC Planning, Inc. sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2026, closing a stake of 300 shares — an estimated $9.6K sold.

BFC Planning, Inc. first reported a position in WCLD in Q3 2024 and held it in 3 quarters. The position peaked at $13.2K in Q4 2025. 80 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

  • BFC Planning, Inc. reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 300 WisdomTree Cloud Computing Fund shares in Q3 2026, an estimated $9.6K.
  • BFC Planning, Inc. first reported a position in WisdomTree Cloud Computing Fund in Q3 2024 and held it in 3 quarters.
  • BFC Planning, Inc.'s WisdomTree Cloud Computing Fund position peaked at $13.2K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.