Global Retirement Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Global Retirement Partners’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
2025 Q4	$12.3K	Hold	350	–	–	﹤0.01%	3078
2025 Q3	$12.3K	Hold	350	–	–	﹤0.01%	2616
2025 Q2	$12.6K	Buy	+350	New	+$11.9K	﹤0.01%	2493
2024 Q4	$3.75K	Hold	100	–	–	﹤0.01%	2822
2024 Q3	$3.2K	Sell	100 -130	-57%	-$4.05K	﹤0.01%	2758
2024 Q2	$7.27K	Hold	230	–	–	﹤0.01%	2448
2024 Q1	$8.01K	Sell	230 -500	-68%	-$17.4K	﹤0.01%	2212
2023 Q4	$24.9K	Hold	730	–	–	﹤0.01%	1655
2023 Q3	$21.1K	Sell	730 -96	-12%	-$3.03K	﹤0.01%	1629
2023 Q2	$26.2K	Buy	826 +30	+4%	+$871	﹤0.01%	1559
2023 Q1	$20.2K	Hold	796	–	–	﹤0.01%	1634
2022 Q4	$20K	Sell	796 -200	-20%	-$5.13K	﹤0.01%	1484
2022 Q3	$27K	Hold	996	–	–	﹤0.01%	1268
2022 Q2	$28K	Hold	996	–	–	﹤0.01%	1220
2022 Q1	$28K	Buy	+996	New	+$41.9K	﹤0.01%	1227
2021 Q4	–	Sell	-900	Closed	-$52K	–	1801
2021 Q3	$52K	Hold	900	–	–	0.01%	844
2021 Q2	$50K	Sell	900 -250	-22%	-$12.7K	0.01%	851
2021 Q1	$55K	Sell	1,150 -400	-26%	-$21.4K	0.01%	758
2020 Q4	$83K	Sell	1,550 -480	-24%	-$22.9K	0.01%	579
2020 Q3	$87K	Buy	+2,030	New	+$83.7K	0.01%	510

Other funds holding WCLD

ESL

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

CCA

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

Lavelle Capital San Francisco, California $232M AUM

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

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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Global Retirement Partners's WCLD Position: Q4 2025 in Review

Global Retirement Partners held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q4 2025 at 350 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Global Retirement Partners first reported a position in WCLD in Q3 2020 and has held it in 20 quarters since. The position peaked at $87K in Q3 2020. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2025.

Global Retirement Partners held 350 shares of WisdomTree Cloud Computing Fund worth $12.3K as of Q4 2025.
Global Retirement Partners left its WisdomTree Cloud Computing Fund share count unchanged in Q4 2025.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3078 holding.
Global Retirement Partners first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 20 quarters since.
Global Retirement Partners's WisdomTree Cloud Computing Fund position peaked at $87K in Q3 2020.
102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.