PWPS
WCLD

Pinnacle Wealth Planning Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$1.75K Hold
64
– – ﹤0.01% 2465
2025
Q4 		$2.24K Buy
+64
New +$2.24K ﹤0.01% 2456

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's WCLD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q1 2026 at 64 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Pinnacle Wealth Planning Services first reported a position in WCLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.24K in Q4 2025. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 64 shares of WisdomTree Cloud Computing Fund worth $1.75K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree Cloud Computing Fund share count unchanged in Q1 2026.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2465 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree Cloud Computing Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's WisdomTree Cloud Computing Fund position peaked at $2.24K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.