Legend Financial Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Legend Financial Advisors’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
2025 Q1	–	Sell	-280	Closed	-$10.5K	–	254
2024 Q4	$10.5K	Buy	+280	New	+$10.2K	0.01%	113
2024 Q3	–	Sell	-280	Closed	-$8.85K	–	281
2024 Q2	$8.85K	Buy	+280	New	+$8.95K	0.01%	153
2022 Q2	–	Sell	-6,364	Closed	-$366K	–	49
2022 Q1	$366K	Buy	6,364 +390	+7%	+$16.4K	0.23%	32
2021 Q4	$310K	Sell	5,974 -390	-6%	-$22.6K	0.22%	34
2021 Q3	$366K	Sell	6,364 -27	-0.4%	-$1.58K	0.23%	32
2021 Q2	$357K	Sell	6,391 -5,034	-44%	-$255K	0.23%	30
2021 Q1	$550K	Buy	11,425 +770	+7%	+$41.2K	4.17%	11
2020 Q4	$571K	Buy	+10,655	New	+$508K	0.46%	19

Other funds holding WCLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Legend Financial Advisors's WCLD Position: Q1 2025 in Review

Legend Financial Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 280 shares — an estimated $10.5K sold.

Legend Financial Advisors first reported a position in WCLD in Q4 2020 and held it in 8 quarters. The position peaked at $571K in Q4 2020. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

Legend Financial Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 280 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $10.5K.
Legend Financial Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 8 quarters.
Legend Financial Advisors's WisdomTree Cloud Computing Fund position peaked at $571K in Q4 2020.
96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.