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
2026 Q2	$20.3K	Buy	+634	New	+$18.5K	﹤0.01%	4075
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

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

Integrated Wealth Concepts's WCLD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Cloud Computing Fund (WCLD) in Q2 2026: 634 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #4075 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in WCLD as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in WCLD in Q3 2020 and has held it in 11 quarters since. The position peaked at $981K in Q4 2022. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Integrated Wealth Concepts held 634 shares of WisdomTree Cloud Computing Fund worth $20.3K as of Q2 2026.
WisdomTree Cloud Computing Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4075 holding.
Integrated Wealth Concepts first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 11 quarters since.
Integrated Wealth Concepts's WisdomTree Cloud Computing Fund position peaked at $981K in Q4 2022.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.