Lodestar Private Asset Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Lodestar Private Asset Management’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	$420K	Hold	13,103	–	–	0.04%	168
2026 Q1	$358K	Buy	13,103 +7,285	+125%	+$216K	0.04%	172
2025 Q4	$204K	Sell	5,818 -278	-5%	-$9.73K	0.02%	222
2025 Q3	$214K	Sell	6,096 -2,747	-31%	-$97.1K	0.02%	220
2025 Q2	$320K	Sell	8,843 -8,106	-48%	-$275K	0.04%	181
2025 Q1	$550K	Hold	16,949	–	–	0.07%	129
2024 Q4	$636K	Hold	16,949	–	–	0.08%	125
2024 Q3	$542K	Sell	16,949 -1,700	-9%	-$53K	0.07%	130
2024 Q2	$589K	Hold	18,649	–	–	0.08%	127
2024 Q1	$649K	Sell	18,649 -6,217	-25%	-$217K	0.09%	122
2023 Q4	$869K	Hold	24,866	–	–	0.13%	97
2023 Q3	$737K	Buy	24,866 +3,057	+14%	+$96.5K	0.13%	102
2023 Q2	$691K	Buy	+21,809	New	+$633K	0.12%	107

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

Lodestar Private Asset Management's WCLD Position: Q2 2026 in Review

Lodestar Private Asset Management held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 13,103 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #168.

Lodestar Private Asset Management first reported a position in WCLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $869K in Q4 2023. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Lodestar Private Asset Management held 13,103 shares of WisdomTree Cloud Computing Fund worth $420K as of Q2 2026.
Lodestar Private Asset Management left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #168 holding.
Lodestar Private Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2023 and has held it in 13 quarters since.
Lodestar Private Asset Management's WisdomTree Cloud Computing Fund position peaked at $869K in Q4 2023.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.