LFG
WCLD

Larson Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Larson Financial Group’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
Q1 		$120K Sell
4,410
-840
-16% -$24.9K ﹤0.01% 916
2025
Q4 		$184K Buy
5,250
+25
+0.5% +$875 0.01% 722
2025
Q3 		$184K Sell
5,225
-690
-12% -$24.4K 0.01% 716
2025
Q2 		$214K Sell
5,915
-300
-5% -$10.2K 0.01% 645
2025
Q1 		$202K Sell
6,215
-400
-6% -$14.9K 0.01% 621
2024
Q4 		$248K Hold
6,615
– – 0.01% 519
2024
Q3 		$211K Sell
6,615
-10
-0.2% -$312 0.01% 563
2024
Q2 		$209K Buy
+6,625
New +$212K 0.01% 456
2022
Q1 		– Sell
-114
Closed -$6K – 1182
2021
Q4 		$6K Hold
114
– – ﹤0.01% 787
2021
Q3 		$7K Hold
114
– – ﹤0.01% 658
2021
Q2 		$6K Buy
+114
New +$5.78K ﹤0.01% 625

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.15B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return