Pennsylvania Capital Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Pennsylvania Capital 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 Q4	–	Sell	-23,196	Closed	-$618K	–	98
2022 Q3	$618K	Sell	23,196 -4,307	-16%	-$129K	0.34%	38
2022 Q2	$771K	Sell	27,503 -20,290	-42%	-$658K	0.41%	33
2022 Q1	$1.95M	Sell	47,793 -23,919	-33%	-$1.01M	0.83%	21
2021 Q4	$3.72M	Sell	71,712 -3,805	-5%	-$221K	1.27%	15
2021 Q3	$4.74M	Buy	75,517 +4,815	+7%	+$282K	2.12%	10
2021 Q2	$4.06M	Sell	70,702 -1,820	-3%	-$92.3K	1.99%	11
2021 Q1	$3.49M	Buy	72,522 +19,966	+38%	+$1.07M	2.05%	11
2020 Q4	$2.86M	Buy	52,556 +11,983	+30%	+$571K	1.87%	10
2020 Q3	$1.78M	Buy	+40,573	New	+$1.67M	1.39%	15

Other funds holding WCLD

EEP

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

SWM

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Jeneq Management New York $22.3M AUM 47.87% 1-Year Est. Return

CRC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Pennsylvania Capital Management's WCLD Position: Q4 2022 in Review

Pennsylvania Capital Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q4 2022, closing a stake of 23,196 shares — an estimated $618K sold.

Pennsylvania Capital Management first reported a position in WCLD in Q3 2020 and held it in 9 quarters. The position peaked at $4.74M in Q3 2021. 128 funds tracked by Wall St. Rank hold WCLD as of Q4 2022.

Pennsylvania Capital Management reported no remaining WisdomTree Cloud Computing Fund position as of Q4 2022 after selling out during the quarter.
Pennsylvania Capital Management sold 23,196 WisdomTree Cloud Computing Fund shares in Q4 2022, an estimated $618K.
Pennsylvania Capital Management first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 9 quarters.
Pennsylvania Capital Management's WisdomTree Cloud Computing Fund position peaked at $4.74M in Q3 2021.
128 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q4 2022.

Based on Pennsylvania Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.