Marshall & Sterling Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Marshall & Sterling Wealth 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
2026 Q2	–	Sell	-44	Closed	-$1.2K	–	353
2026 Q1	$1.2K	Hold	44	–	–	﹤0.01%	302
2025 Q4	$1.54K	Hold	44	–	–	﹤0.01%	299
2025 Q3	$1.55K	Hold	44	–	–	﹤0.01%	567
2025 Q2	$1.59K	Hold	44	–	–	﹤0.01%	556
2025 Q1	$1.43K	Buy	44 +4	+10%	+$149	﹤0.01%	559
2024 Q4	$1.5K	Buy	+40	New	+$1.45K	﹤0.01%	319

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

Marshall & Sterling Wealth Advisors's WCLD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2026, closing a stake of 44 shares — an estimated $1.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in WCLD in Q4 2024 and held it in 6 quarters. The position peaked at $1.59K in Q2 2025. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Marshall & Sterling Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 44 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $1.2K.
Marshall & Sterling Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2024 and held it in 6 quarters.
Marshall & Sterling Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $1.59K in Q2 2025.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.