KM
WCLD

Kalos Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Kalos Management’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
2023
Q2 		– Sell
-85
Closed -$2.52K – 380
2023
Q1 		$2.52K Buy
+85
New +$2.38K 0.01% 323

Other funds holding WCLD

EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kalos Management's WCLD Position: Q2 2023 in Review

Kalos Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2023, closing a stake of 85 shares — an estimated $2.52K sold.

Kalos Management first reported a position in WCLD in Q1 2023 and held it in 1 quarter. The position peaked at $2.52K in Q1 2023. 125 funds tracked by Wall St. Rank hold WCLD as of Q2 2023.

  • Kalos Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 85 WisdomTree Cloud Computing Fund shares in Q2 2023, an estimated $2.52K.
  • Kalos Management first reported a position in WisdomTree Cloud Computing Fund in Q1 2023 and held it in 1 quarter.
  • Kalos Management's WisdomTree Cloud Computing Fund position peaked at $2.52K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.