Oxler Private Wealth
WCLD icon

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
Q3 		$341K Sell
8,406
-54
-0.6% -$2.06K 0.09% 69
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

Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $492M AUM 16.81% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Oxler Private Wealth's WCLD Position: Q3 2026 in Review

Oxler Private Wealth reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 0.64% in Q3 2026, selling an estimated $2.06K and leaving 8,406 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #69.

Oxler Private Wealth first reported a position in WCLD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q3 2021. 26 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

  • Oxler Private Wealth held 8,406 shares of WisdomTree Cloud Computing Fund worth $341K as of Q3 2026.
  • Oxler Private Wealth sold 54 WisdomTree Cloud Computing Fund shares in Q3 2026, an estimated $2.06K.
  • WisdomTree Cloud Computing Fund made up 0.09% of Oxler Private Wealth's portfolio in Q3 2026, its #69 holding.
  • Oxler Private Wealth first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's WisdomTree Cloud Computing Fund position peaked at $1.86M in Q3 2021.
  • 26 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.