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Independent Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Independent Financial Group’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
-5,795
Closed -$203K – 1537
2025
Q4 		$203K Buy
+5,795
New +$203K ﹤0.01% 1343

Other funds holding WCLD

Goldman Sachs
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's WCLD Position: Q1 2026 in Review

Independent Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 5,795 shares — an estimated $203K sold.

Independent Financial Group first reported a position in WCLD in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • Independent Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,795 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $203K.
  • Independent Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's WisdomTree Cloud Computing Fund position peaked at $203K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.