IWC
WCLD

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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 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. 94 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.
  • 94 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.