LPL Financial
WCLD

LPL Financial’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

LPL Financial’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 		$1.25M Sell
39,063
-6,876
-15% -$201K ﹤0.01% 4214
2026
Q1 		$1.26M Sell
45,939
-11,838
-20% -$350K ﹤0.01% 3967
2025
Q4 		$2.02M Sell
57,777
-18,197
-24% -$637K ﹤0.01% 3412
2025
Q3 		$2.67M Sell
75,974
-7,518
-9% -$266K ﹤0.01% 3043
2025
Q2 		$3.02M Sell
83,492
-9,556
-10% -$325K ﹤0.01% 2746
2025
Q1 		$3.02M Sell
93,048
-22,080
-19% -$823K ﹤0.01% 2563
2024
Q4 		$4.32M Sell
115,128
-8,341
-7% -$303K ﹤0.01% 2200
2024
Q3 		$3.95M Sell
123,469
-79,378
-39% -$2.48M ﹤0.01% 2176
2024
Q2 		$6.41M Sell
202,847
-22,768
-10% -$728K ﹤0.01% 1673
2024
Q1 		$7.86M Buy
225,615
+7,036
+3% +$245K ﹤0.01% 1478
2023
Q4 		$7.64M Sell
218,579
-7,713
-3% -$236K ﹤0.01% 1420
2023
Q3 		$6.71M Buy
226,292
+40,227
+22% +$1.27M ﹤0.01% 1424
2023
Q2 		$5.9M Sell
186,065
-40,588
-18% -$1.18M ﹤0.01% 1466
2023
Q1 		$6.73M Sell
226,653
-29,795
-12% -$834K 0.01% 1328
2022
Q4 		$6.43M Sell
256,448
-36,738
-13% -$943K 0.01% 1297
2022
Q3 		$7.82M Sell
293,186
-26,895
-8% -$805K 0.01% 1090
2022
Q2 		$8.97M Sell
320,081
-42,584
-12% -$1.38M 0.01% 1025
2022
Q1 		$14.8M Sell
362,665
-71,318
-16% -$3M 0.01% 786
2021
Q4 		$22.5M Sell
433,983
-19,096
-4% -$1.11M 0.02% 632
2021
Q3 		$26.1M Sell
453,079
-15,591
-3% -$913K 0.02% 520
2021
Q2 		$26.2M Sell
468,670
-288,062
-38% -$14.6M 0.03% 493
2021
Q1 		$36.4M Buy
756,732
+61,981
+9% +$3.31M 0.04% 366
2020
Q4 		$37.2M Buy
694,751
+330,536
+91% +$15.8M 0.05% 316
2020
Q3 		$15.6M Buy
364,215
+165,173
+83% +$6.81M 0.02% 473
2020
Q2 		$7.75M Buy
+199,042
New +$6.29M 0.01% 683

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LPL Financial's WCLD Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 15% in Q2 2026, selling an estimated $201K and leaving 39,063 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4214.

LPL Financial first reported a position in WCLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $37.2M in Q4 2020. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

  • LPL Financial held 39,063 shares of WisdomTree Cloud Computing Fund worth $1.25M as of Q2 2026.
  • LPL Financial sold 6,876 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $201K.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4214 holding.
  • LPL Financial first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's WisdomTree Cloud Computing Fund position peaked at $37.2M in Q4 2020.
  • 89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.