NP
WCLD

NorthRock Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

NorthRock Partners’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
2024
Q4 		– Sell
-73
Closed -$2.33K – 873
2024
Q3 		$2.33K Buy
+73
New +$2.28K ﹤0.01% 804

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

NorthRock Partners's WCLD Position: Q4 2024 in Review

NorthRock Partners sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2024, closing a stake of 73 shares — an estimated $2.33K sold.

NorthRock Partners first reported a position in WCLD in Q3 2024 and held it in 1 quarter. The position peaked at $2.33K in Q3 2024. 102 funds tracked by Wall St. Rank hold WCLD as of Q4 2024.

  • NorthRock Partners reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 73 WisdomTree Cloud Computing Fund shares in Q4 2024, an estimated $2.33K.
  • NorthRock Partners first reported a position in WisdomTree Cloud Computing Fund in Q3 2024 and held it in 1 quarter.
  • NorthRock Partners's WisdomTree Cloud Computing Fund position peaked at $2.33K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.