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

Milestone 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
2026
Q1 		– Sell
-10,865
Closed -$380K – 260
2025
Q4 		$380K Buy
10,865
+2,230
+26% +$78K 0.07% 169
2025
Q3 		$304K Buy
+8,635
New +$305K 0.06% 188
2025
Q1 		– Sell
-11,191
Closed -$420K – 254
2024
Q4 		$420K Buy
11,191
+623
+6% +$22.7K 0.09% 175
2024
Q3 		$338K Buy
+10,568
New +$330K 0.08% 169

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CCS
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Asset Management's WCLD Position: Q1 2026 in Review

Milestone Asset Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 10,865 shares — an estimated $380K sold.

Milestone Asset Management first reported a position in WCLD in Q3 2024 and held it in 4 quarters. The position peaked at $420K in Q4 2024. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • Milestone Asset Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 10,865 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $380K.
  • Milestone Asset Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2024 and held it in 4 quarters.
  • Milestone Asset Management's WisdomTree Cloud Computing Fund position peaked at $420K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.