James T. Borello
WCLD icon

James T. Borello’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

James T. Borello’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
Q3 		$38K Hold
935
– – 0.01% 287
2026
Q2 		$30K Hold
935
– – 0.01% 320
2026
Q1 		$25.5K Hold
935
– – 0.01% 322
2025
Q4 		$32.7K Hold
935
– – 0.01% 216
2025
Q3 		$32.9K Hold
935
– – 0.01% 188
2025
Q2 		$33.8K Buy
+935
New +$31.8K 0.01% 158

Other funds holding WCLD

Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

James T. Borello's WCLD Position: Q3 2026 in Review

James T. Borello held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q3 2026 at 935 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #287.

James T. Borello first reported a position in WCLD in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

  • James T. Borello held 935 shares of WisdomTree Cloud Computing Fund worth $38K as of Q3 2026.
  • James T. Borello left its WisdomTree Cloud Computing Fund share count unchanged in Q3 2026.
  • WisdomTree Cloud Computing Fund made up 0.01% of James T. Borello's portfolio in Q3 2026, its #287 holding.
  • James T. Borello first reported a position in WisdomTree Cloud Computing Fund in Q2 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.