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
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 $871B AUM 31.28% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's WCLD Position: Q1 2026 in Review

LPL Financial reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 20% in Q1 2026, selling an estimated $350K and leaving 45,939 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

LPL Financial first reported a position in WCLD in Q2 2020 and has held it in 24 quarters since. The position peaked at $37.2M in Q4 2020. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • LPL Financial held 45,939 shares of WisdomTree Cloud Computing Fund worth $1.26M as of Q1 2026.
  • LPL Financial sold 11,838 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $350K.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3967 holding.
  • LPL Financial first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's WisdomTree Cloud Computing Fund position peaked at $37.2M in Q4 2020.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.