Grimes & Company’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Grimes & Company’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 Q1	–	Sell	-6,824	Closed	-$239K	–	478
2025 Q4	$239K	Hold	6,824	–	–	0.01%	411
2025 Q3	$240K	Hold	6,824	–	–	0.01%	406
2025 Q2	$247K	Hold	6,824	–	–	0.01%	369
2025 Q1	$221K	Hold	6,824	–	–	0.01%	341
2024 Q4	$256K	Hold	6,824	–	–	0.01%	332
2024 Q3	$218K	Hold	6,824	–	–	0.01%	338
2024 Q2	$216K	Hold	6,824	–	–	0.01%	319
2024 Q1	$238K	Hold	6,824	–	–	0.01%	297
2023 Q4	$238K	Hold	6,824	–	–	0.01%	283
2023 Q3	$202K	Hold	6,824	–	–	0.01%	277
2023 Q2	$216K	Hold	6,824	–	–	0.01%	274
2023 Q1	$203K	Buy	+6,824	New	+$191K	0.01%	275

Other funds holding WCLD

Goldman Sachs New York $1.15T AUM 47.82% 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

CCS

Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SWM

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

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Grimes & Company's WCLD Position: Q1 2026 in Review

Grimes & Company sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 6,824 shares — an estimated $239K sold.

Grimes & Company first reported a position in WCLD in Q1 2023 and held it in 12 quarters. The position peaked at $256K in Q4 2024. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

Grimes & Company reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 6,824 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $239K.
Grimes & Company first reported a position in WisdomTree Cloud Computing Fund in Q1 2023 and held it in 12 quarters.
Grimes & Company's WisdomTree Cloud Computing Fund position peaked at $256K in Q4 2024.
92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.