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 Q2	$216K	Sell	6,729 -599	-8%	-$17.5K	﹤0.01%	2064
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

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

Merit Financial Group's WCLD Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 8.2% in Q2 2026, selling an estimated $17.5K and leaving 6,729 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Merit Financial Group first reported a position in WCLD in Q1 2022 and has held it in 6 quarters since. The position peaked at $257K in Q4 2025. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Merit Financial Group held 6,729 shares of WisdomTree Cloud Computing Fund worth $216K as of Q2 2026.
Merit Financial Group sold 599 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $17.5K.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2064 holding.
Merit Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q1 2022 and has held it in 6 quarters since.
Merit Financial Group's WisdomTree Cloud Computing Fund position peaked at $257K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.