North Star Investment Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

North Star Investment 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	-1,725	Closed	-$60.4K	–	1802
2025 Q4	$60.4K	Hold	1,725	–	–	﹤0.01%	628
2025 Q3	$60.7K	Buy	1,725 +100	+6%	+$3.54K	﹤0.01%	618
2025 Q2	$58.7K	Buy	+1,625	New	+$55.2K	﹤0.01%	601
2024 Q4	–	Sell	-395	Closed	-$12.6K	–	1264
2024 Q3	$12.6K	Hold	395	–	–	﹤0.01%	796
2024 Q2	$12.5K	Hold	395	–	–	﹤0.01%	780
2024 Q1	$13.8K	Hold	395	–	–	﹤0.01%	806
2023 Q4	$13.8K	Hold	395	–	–	﹤0.01%	777
2023 Q3	$11.7K	Hold	395	–	–	﹤0.01%	802
2023 Q2	$12.5K	Sell	395 -870	-69%	-$25.3K	﹤0.01%	815
2023 Q1	$37.6K	Hold	1,265	–	–	﹤0.01%	666
2022 Q4	$31.7K	Sell	1,265 -300	-19%	-$7.7K	﹤0.01%	675
2022 Q3	$42K	Hold	1,565	–	–	﹤0.01%	572
2022 Q2	$44K	Buy	1,565 +1,265	+422%	+$41K	﹤0.01%	572
2022 Q1	$12K	Hold	300	–	–	﹤0.01%	845
2021 Q4	$16K	Hold	300	–	–	﹤0.01%	812
2021 Q3	$17K	Hold	300	–	–	﹤0.01%	772
2021 Q2	$17K	Hold	300	–	–	﹤0.01%	762
2021 Q1	$14K	Hold	300	–	–	﹤0.01%	743
2020 Q4	$16K	Buy	300 +200	+200%	+$9.54K	﹤0.01%	711
2020 Q3	$4K	Buy	+100	New	+$4.12K	﹤0.01%	886

Other funds holding WCLD

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

North Star Investment Management's WCLD Position: Q1 2026 in Review

North Star Investment Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 1,725 shares — an estimated $60.4K sold.

North Star Investment Management first reported a position in WCLD in Q3 2020 and held it in 20 quarters. The position peaked at $60.7K in Q3 2025. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

North Star Investment Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
North Star Investment Management sold 1,725 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $60.4K.
North Star Investment Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 20 quarters.
North Star Investment Management's WisdomTree Cloud Computing Fund position peaked at $60.7K in Q3 2025.
92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.