Keating Financial Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Keating Financial Advisory Services’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	$115K	Sell	3,597 -295	-8%	-$8.61K	0.02%	454
2026 Q1	$106K	Sell	3,892 -1,515	-28%	-$44.8K	0.02%	448
2025 Q4	$189K	Buy	+5,407	New	+$189K	0.03%	376

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

Keating Financial Advisory Services's WCLD Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 7.6% in Q2 2026, selling an estimated $8.61K and leaving 3,597 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #454.

Keating Financial Advisory Services first reported a position in WCLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $189K in Q4 2025. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Keating Financial Advisory Services held 3,597 shares of WisdomTree Cloud Computing Fund worth $115K as of Q2 2026.
Keating Financial Advisory Services sold 295 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $8.61K.
WisdomTree Cloud Computing Fund made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #454 holding.
Keating Financial Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's WisdomTree Cloud Computing Fund position peaked at $189K in Q4 2025.
88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.