MFG
WCLD

Merit Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Merit Financial Group’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 		$200K Hold
7,328
– – ﹤0.01% 1936
2025
Q4 		$257K Buy
+7,328
New +$256K ﹤0.01% 1656
2025
Q1 		– Sell
-5,840
Closed -$219K – 1447
2024
Q4 		$219K Buy
+5,840
New +$212K ﹤0.01% 1057
2024
Q1 		– Sell
-5,940
Closed -$208K – 928
2023
Q4 		$208K Buy
+5,940
New +$182K 0.01% 722
2022
Q2 		– Sell
-5,200
Closed -$213K – 605
2022
Q1 		$213K Buy
+5,200
New +$219K 0.01% 357

Other funds holding WCLD

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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 $1.15B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B 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 $5.61B 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 $564B AUM 30.12% 1-Year Est. Return