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

Orca 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
2022 Q1	–	Sell	-39,431	Closed	-$2.04M	–	61
2021 Q4	$2.04M	Hold	39,431	–	–	1.68%	22
2021 Q3	$2.27M	Hold	39,431	–	–	1.99%	19
2021 Q2	$2.2M	Sell	39,431 -1,560	-4%	-$79.1K	1.99%	20
2021 Q1	$1.97M	Sell	40,991 -508	-1%	-$27.2K	2.05%	19
2020 Q4	$2.22M	Buy	+41,499	New	+$1.98M	2.33%	15

Other funds holding WCLD

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orca Investment Management's WCLD Position: Q1 2022 in Review

Orca Investment Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2022, closing a stake of 39,431 shares — an estimated $2.04M sold.

Orca Investment Management first reported a position in WCLD in Q4 2020 and held it in 5 quarters. The position peaked at $2.27M in Q3 2021. 165 funds tracked by Wall St. Rank hold WCLD as of Q1 2022.

Orca Investment Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2022 after selling out during the quarter.
Orca Investment Management sold 39,431 WisdomTree Cloud Computing Fund shares in Q1 2022, an estimated $2.04M.
Orca Investment Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 5 quarters.
Orca Investment Management's WisdomTree Cloud Computing Fund position peaked at $2.27M in Q3 2021.
165 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2022.

Based on Orca Investment Management's 13F filing for Q1 2022, filed 26 Apr 2022.