OPW
WCLD

Oxler Private Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Oxler Private Wealth’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
Q2 		$271K Sell
8,460
-225
-3% -$6.57K 0.08% 86
2026
Q1 		$237K Sell
8,685
-640
-7% -$18.9K 0.07% 85
2025
Q4 		$326K Hold
9,325
– – 0.09% 72
2025
Q3 		$328K Sell
9,325
-376
-4% -$13.3K 0.1% 73
2025
Q2 		$351K Hold
9,701
– – 0.11% 71
2025
Q1 		$315K Sell
9,701
-414
-4% -$15.4K 0.11% 73
2024
Q4 		$380K Sell
10,115
-4,726
-32% -$172K 0.12% 67
2024
Q3 		$474K Sell
14,841
-428
-3% -$13.4K 0.17% 63
2024
Q2 		$482K Sell
15,269
-16
-0.1% -$511 0.18% 60
2024
Q1 		$532K Sell
15,285
-3,563
-19% -$124K 0.21% 60
2023
Q4 		$659K Sell
18,848
-1,032
-5% -$31.6K 0.55% 33
2023
Q3 		$589K Hold
19,880
– – 0.3% 64
2023
Q2 		$630K Sell
19,880
-1,302
-6% -$37.8K 0.3% 66
2023
Q1 		$629K Sell
21,182
-296
-1% -$8.29K 0.31% 65
2022
Q4 		$539K Buy
21,478
+149
+0.7% +$3.83K 0.29% 67
2022
Q3 		$569K Sell
21,329
-5
-0% -$150 0.32% 66
2022
Q2 		$598K Sell
21,334
-15
-0.1% -$486 0.29% 73
2022
Q1 		$872K Sell
21,349
-11,337
-35% -$477K 0.39% 65
2021
Q4 		$1.7M Buy
32,686
+333
+1% +$19.3K 0.7% 41
2021
Q3 		$1.86M Buy
32,353
+568
+2% +$33.3K 0.82% 33
2021
Q2 		$1.78M Buy
31,785
+27,046
+571% +$1.37M 0.77% 38
2021
Q1 		$228K Buy
4,739
+2,359
+99% +$126K 0.12% 111
2020
Q4 		$108K Buy
+2,380
New +$114K 0.06% 132

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Oxler Private Wealth's WCLD Position: Q2 2026 in Review

Oxler Private Wealth reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 2.6% in Q2 2026, selling an estimated $6.57K and leaving 8,460 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #86.

Oxler Private Wealth first reported a position in WCLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q3 2021. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

  • Oxler Private Wealth held 8,460 shares of WisdomTree Cloud Computing Fund worth $271K as of Q2 2026.
  • Oxler Private Wealth sold 225 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $6.57K.
  • WisdomTree Cloud Computing Fund made up 0.08% of Oxler Private Wealth's portfolio in Q2 2026, its #86 holding.
  • Oxler Private Wealth first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's WisdomTree Cloud Computing Fund position peaked at $1.86M in Q3 2021.
  • 88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.