IA
WCLD

Insight Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Insight 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
2025
Q1 		– Sell
-8,138
Closed -$307K – 304
2024
Q4 		$307K Buy
8,138
+1,311
+19% +$47.7K 0.05% 218
2024
Q3 		$218K Buy
6,827
+439
+7% +$13.7K 0.04% 277
2024
Q2 		$202K Buy
+6,388
New +$204K 0.04% 279
2023
Q2 		– Sell
-18,391
Closed -$546K – 315
2023
Q1 		$546K Sell
18,391
-7,530
-29% -$211K 0.13% 127
2022
Q4 		$645K Sell
25,921
-12,266
-32% -$315K 0.23% 117
2022
Q3 		$1.02M Buy
38,187
+1,098
+3% +$32.9K 0.4% 63
2022
Q2 		$1.21M Sell
37,089
-1,708
-4% -$55.4K 0.41% 60
2022
Q1 		$1.59M Buy
38,797
+453
+1% +$19.1K 0.48% 51
2021
Q4 		$1.99M Buy
38,344
+13,874
+57% +$805K 0.59% 41
2021
Q3 		$1.56M Buy
24,470
+11,774
+93% +$690K 0.47% 48
2021
Q2 		$732K Buy
12,696
+6,842
+117% +$347K 0.23% 115
2021
Q1 		$300K Buy
+5,854
New +$313K 0.1% 261

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Insight Advisors's WCLD Position: Q1 2025 in Review

Insight Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 8,138 shares — an estimated $307K sold.

Insight Advisors first reported a position in WCLD in Q1 2021 and held it in 12 quarters. The position peaked at $1.99M in Q4 2021. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Insight Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
  • Insight Advisors sold 8,138 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $307K.
  • Insight Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 12 quarters.
  • Insight Advisors's WisdomTree Cloud Computing Fund position peaked at $1.99M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.