Lavelle Capital
WCLD icon

Lavelle Capital’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Lavelle Capital’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
Q3 		$1.23M Buy
+30,408
New +$1.16M 0.65% 35
2026
Q1 		– Sell
-218,616
Closed -$7.65M – 99
2025
Q4 		$7.65M Buy
+218,616
New +$7.65M 4.85% 5

Other funds holding WCLD

Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Lavelle Capital's WCLD Position: Q3 2026 in Review

Lavelle Capital opened a new position in WisdomTree Cloud Computing Fund (WCLD) in Q3 2026: 30,408 shares worth $1.23M. The stake represents 0.65% of the portfolio and ranks #35 among its holdings. This is a return to the name: Lavelle Capital previously reported a position in WCLD as recently as Q4 2025.

Lavelle Capital first reported a position in WCLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.65M in Q4 2025. 41 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

  • Lavelle Capital held 30,408 shares of WisdomTree Cloud Computing Fund worth $1.23M as of Q3 2026.
  • WisdomTree Cloud Computing Fund was a new Lavelle Capital position in Q3 2026.
  • WisdomTree Cloud Computing Fund made up 0.65% of Lavelle Capital's portfolio in Q3 2026, its #35 holding.
  • Lavelle Capital first reported a position in WisdomTree Cloud Computing Fund in Q4 2025 and has held it in 2 quarters since.
  • Lavelle Capital's WisdomTree Cloud Computing Fund position peaked at $7.65M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on Lavelle Capital's 13F filing for Q3 2026, filed 3 Nov 2026.