Integrated Wealth Concepts’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Integrated Wealth Concepts’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 Q2	–	Sell	-13,075	Closed	-$424K	–	2010
2025 Q1	$424K	Buy	+13,075	New	+$487K	﹤0.01%	1222
2023 Q1	–	Sell	-39,124	Closed	-$981K	–	1389
2022 Q4	$981K	Buy	39,124 +28,302	+262%	+$727K	0.03%	478
2022 Q3	$289K	Buy	10,822 +372	+4%	+$11.1K	0.01%	750
2022 Q2	$293K	Buy	+10,450	New	+$339K	0.01%	766
2022 Q1	–	Sell	-4,937	Closed	-$256K	–	1057
2021 Q4	$256K	Sell	4,937 -24	-0.5%	-$1.39K	0.01%	848
2021 Q3	$286K	Sell	4,961 -42	-0.8%	-$2.46K	0.01%	758
2021 Q2	$280K	Sell	5,003 -942	-16%	-$47.8K	0.01%	677
2021 Q1	$286K	Sell	5,945 -3,947	-40%	-$211K	0.01%	602
2020 Q4	$530K	Buy	9,892 +2,835	+40%	+$135K	0.03%	404
2020 Q3	$302K	Buy	+7,057	New	+$291K	0.02%	451

Other funds holding WCLD

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

Endurance Services Ltd Purchase, New York $655M AUM 7.49% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

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

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Integrated Wealth Concepts's WCLD Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2025, closing a stake of 13,075 shares — an estimated $424K sold.

Integrated Wealth Concepts first reported a position in WCLD in Q3 2020 and held it in 10 quarters. The position peaked at $981K in Q4 2022. 95 funds tracked by Wall St. Rank hold WCLD as of Q2 2025.

Integrated Wealth Concepts reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 13,075 WisdomTree Cloud Computing Fund shares in Q2 2025, an estimated $424K.
Integrated Wealth Concepts first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 10 quarters.
Integrated Wealth Concepts's WisdomTree Cloud Computing Fund position peaked at $981K in Q4 2022.
95 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.