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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Perigon Wealth Management's WCLD Position: Q2 2026 in Review

Perigon Wealth Management increased its WisdomTree Cloud Computing Fund (WCLD) stake by 11% in Q2 2026, buying an estimated $24.1K and bringing the position to 8,642 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Perigon Wealth Management first reported a position in WCLD in Q4 2020 and has held it in 12 quarters since. The position peaked at $954K in Q4 2024. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Perigon Wealth Management held 8,642 shares of WisdomTree Cloud Computing Fund worth $277K as of Q2 2026.
Perigon Wealth Management bought 825 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $24.1K.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1164 holding.
Perigon Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 12 quarters since.
Perigon Wealth Management's WisdomTree Cloud Computing Fund position peaked at $954K in Q4 2024.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.