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

McCarthy 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
2022 Q2	–	Sell	-510	Closed	-$21K	–	302
2022 Q1	$21K	Hold	510	–	–	0.01%	139
2021 Q4	$26K	Hold	510	–	–	0.02%	128
2021 Q3	$29K	Hold	510	–	–	0.02%	118
2021 Q2	$29K	Hold	510	–	–	0.02%	136
2021 Q1	$25K	Hold	510	–	–	0.02%	134
2020 Q4	$27K	Buy	+510	New	+$24.3K	0.02%	126

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CRC

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

CCA

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McCarthy Asset Management's WCLD Position: Q2 2022 in Review

McCarthy Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 510 shares — an estimated $21K sold.

McCarthy Asset Management first reported a position in WCLD in Q4 2020 and held it in 6 quarters. The position peaked at $29K in Q3 2021. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

McCarthy Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 510 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $21K.
McCarthy Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's WisdomTree Cloud Computing Fund position peaked at $29K in Q3 2021.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.