Halbert Hargrove Global Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Halbert Hargrove Global Advisors’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	$183K	Hold	5,710	–	–	0.01%	111
2026 Q1	$156K	Buy	5,710 +338	+6%	+$10K	0.01%	111
2025 Q4	$188K	Hold	5,372	–	–	0.01%	97
2025 Q3	$189K	Hold	5,372	–	–	0.01%	107
2025 Q2	$194K	Hold	5,372	–	–	0.01%	86
2025 Q1	$174K	Sell	5,372 -330	-6%	-$12.3K	0.01%	88
2024 Q4	$214K	Buy	+5,702	New	+$207K	0.01%	84
2024 Q2	–	Sell	-5,976	Closed	-$208K	–	102
2024 Q1	$208K	Hold	5,976	–	–	0.01%	96
2023 Q4	$209K	Buy	+5,976	New	+$183K	0.01%	92
2023 Q3	–	Sell	-6,346	Closed	-$201K	–	101
2023 Q2	$201K	Buy	+6,346	New	+$184K	0.01%	91

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

Halbert Hargrove Global Advisors's WCLD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 5,710 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #111.

Halbert Hargrove Global Advisors first reported a position in WCLD in Q2 2023 and has held it in 10 quarters since. The position peaked at $214K in Q4 2024. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Halbert Hargrove Global Advisors held 5,710 shares of WisdomTree Cloud Computing Fund worth $183K as of Q2 2026.
Halbert Hargrove Global Advisors left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #111 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Cloud Computing Fund in Q2 2023 and has held it in 10 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Cloud Computing Fund position peaked at $214K in Q4 2024.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.