GC
WCLD

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return