JPLA
WCLD

Joseph P. Lucia & Associates’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Joseph P. Lucia & Associates’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 		$604K Sell
18,828
-1,497
-7% -$43.7K 0.18% 100
2026
Q1 		$555K Sell
20,325
-6,494
-24% -$192K 0.2% 98
2025
Q4 		$939K Sell
26,819
-7,384
-22% -$258K 0.34% 72
2025
Q3 		$1.2M Buy
34,203
+248
+0.7% +$8.77K 0.45% 62
2025
Q2 		$1.23M Sell
33,955
-1,905
-5% -$64.7K 0.5% 58
2025
Q1 		$1.16M Buy
35,860
+979
+3% +$36.5K 0.53% 54
2024
Q4 		$1.31M Buy
34,881
+3,127
+10% +$114K 0.58% 47
2024
Q3 		$1.01M Sell
31,754
-275
-0.9% -$8.58K 0.47% 60
2024
Q2 		$1.01M Buy
32,029
+2,310
+8% +$73.8K 0.52% 57
2024
Q1 		$1.03M Buy
29,719
+340
+1% +$11.9K 0.55% 54
2023
Q4 		$1.03M Sell
29,379
-465
-2% -$14.2K 0.64% 50
2023
Q3 		$884K Sell
29,844
-765
-2% -$24.2K 0.62% 49
2023
Q2 		$970K Sell
30,609
-3,830
-11% -$111K 0.65% 47
2023
Q1 		$1.02M Sell
34,439
-1,800
-5% -$50.4K 0.71% 43
2022
Q4 		$909K Sell
36,239
-3,810
-10% -$97.8K 0.68% 46
2022
Q3 		$1.07M Sell
40,049
-350
-0.9% -$10.5K 0.84% 38
2022
Q2 		$1.13M Sell
40,399
-2,440
-6% -$79.1K 0.8% 37
2022
Q1 		$1.75M Sell
42,839
-1,277
-3% -$53.7K 1.07% 34
2021
Q4 		$2.29M Buy
44,116
+100
+0.2% +$5.8K 1.45% 23
2021
Q3 		$2.54M Sell
44,016
-215
-0.5% -$12.6K 1.5% 19
2021
Q2 		$2.47M Buy
44,231
+890
+2% +$45.1K 1.48% 19
2021
Q1 		$2.09M Buy
43,341
+958
+2% +$51.2K 0.93% 21
2020
Q4 		$2.27M Buy
42,383
+33,753
+391% +$1.61M 1.59% 16
2020
Q3 		$369K Buy
+8,630
New +$356K 0.34% 69

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Joseph P. Lucia & Associates's WCLD Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 7.4% in Q2 2026, selling an estimated $43.7K and leaving 18,828 shares worth $604K. The position accounts for 0.18% of the portfolio, ranked #100.

Joseph P. Lucia & Associates first reported a position in WCLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q3 2021. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

  • Joseph P. Lucia & Associates held 18,828 shares of WisdomTree Cloud Computing Fund worth $604K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 1,497 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $43.7K.
  • WisdomTree Cloud Computing Fund made up 0.18% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #100 holding.
  • Joseph P. Lucia & Associates first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 24 quarters since.
  • Joseph P. Lucia & Associates's WisdomTree Cloud Computing Fund position peaked at $2.54M in Q3 2021.
  • 88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.