Perigon Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Perigon Wealth 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
2026 Q3	$352K	Buy	8,674 +32	+0.4%	+$1.22K	0.01%	1062
2026 Q2	$277K	Buy	8,642 +825	+11%	+$24.1K	﹤0.01%	1164
2026 Q1	$214K	Sell	7,817 -3,783	-33%	-$112K	﹤0.01%	1189
2025 Q4	$406K	Buy	11,600 +132	+1%	+$4.62K	0.01%	883
2025 Q3	$403K	Sell	11,468 -692	-6%	-$24.5K	0.01%	824
2025 Q2	$439K	Sell	12,160 -8,814	-42%	-$300K	0.01%	710
2025 Q1	$681K	Sell	20,974 -4,066	-16%	-$151K	0.02%	544
2024 Q4	$954K	Buy	25,040 +198	+0.8%	+$7.2K	0.02%	459
2024 Q3	$794K	Buy	+24,842	New	+$775K	0.02%	491
2024 Q1	–	Sell	-22,599	Closed	-$790K	–	916
2023 Q4	$790K	Buy	22,599 +330	+1%	+$10.1K	0.03%	393
2023 Q3	$660K	Buy	22,269 +250	+1%	+$7.89K	0.03%	387
2023 Q2	$698K	Buy	+22,019	New	+$639K	0.03%	378
2021 Q1	–	Sell	-768	Closed	-$41K	–	1031
2020 Q4	$41K	Buy	+768	New	+$36.6K	﹤0.01%	809

Other funds holding WCLD

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Perigon Wealth Management's WCLD Position: Q3 2026 in Review

Perigon Wealth Management increased its WisdomTree Cloud Computing Fund (WCLD) stake by 0.37% in Q3 2026, buying an estimated $1.22K and bringing the position to 8,674 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1062.

Perigon Wealth Management first reported a position in WCLD in Q4 2020 and has held it in 13 quarters since. The position peaked at $954K in Q4 2024. 15 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

Perigon Wealth Management held 8,674 shares of WisdomTree Cloud Computing Fund worth $352K as of Q3 2026.
Perigon Wealth Management bought 32 WisdomTree Cloud Computing Fund shares in Q3 2026, an estimated $1.22K.
WisdomTree Cloud Computing Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1062 holding.
Perigon Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 13 quarters since.
Perigon Wealth Management's WisdomTree Cloud Computing Fund position peaked at $954K in Q4 2024.
15 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.