O'Rourke & Company’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

O'Rourke & Company’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	-5,974	Closed	-$209K	–	177
2025 Q4	$209K	Sell	5,974 -770	-11%	-$26.9K	0.08%	159
2025 Q3	$237K	Hold	6,744	–	–	0.1%	149
2025 Q2	$244K	Sell	6,744 -1,519	-18%	-$51.6K	0.11%	141
2025 Q1	$268K	Hold	8,263	–	–	0.13%	132
2024 Q4	$310K	Buy	8,263 +1,394	+20%	+$50.7K	0.15%	129
2024 Q3	$220K	Sell	6,869 -1,647	-19%	-$51.4K	0.11%	140
2024 Q2	$269K	Buy	8,516 +90	+1%	+$2.88K	0.15%	124
2024 Q1	$293K	Buy	+8,426	New	+$294K	0.17%	114

Other funds holding WCLD

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

CCA

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

CCS

Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

O'Rourke & Company's WCLD Position: Q1 2026 in Review

O'Rourke & Company sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 5,974 shares — an estimated $209K sold.

O'Rourke & Company first reported a position in WCLD in Q1 2024 and held it in 8 quarters. The position peaked at $310K in Q4 2024. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

O'Rourke & Company reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
O'Rourke & Company sold 5,974 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $209K.
O'Rourke & Company first reported a position in WisdomTree Cloud Computing Fund in Q1 2024 and held it in 8 quarters.
O'Rourke & Company's WisdomTree Cloud Computing Fund position peaked at $310K in Q4 2024.
92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.