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 Q2	$139K	Sell	4,335 -75	-2%	-$2.19K	﹤0.01%	1011
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 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

Larson Financial Group's WCLD Position: Q2 2026 in Review

Larson Financial Group reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 1.7% in Q2 2026, selling an estimated $2.19K and leaving 4,335 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Larson Financial Group first reported a position in WCLD in Q2 2021 and has held it in 12 quarters since. The position peaked at $248K in Q4 2024. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Larson Financial Group held 4,335 shares of WisdomTree Cloud Computing Fund worth $139K as of Q2 2026.
Larson Financial Group sold 75 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $2.19K.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1011 holding.
Larson Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q2 2021 and has held it in 12 quarters since.
Larson Financial Group's WisdomTree Cloud Computing Fund position peaked at $248K in Q4 2024.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.