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 Q2	$2.05K	Hold	64	–	–	﹤0.01%	2471
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 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

Pinnacle Wealth Planning Services's WCLD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 64 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Pinnacle Wealth Planning Services first reported a position in WCLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.24K in Q4 2025. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Pinnacle Wealth Planning Services held 64 shares of WisdomTree Cloud Computing Fund worth $2.05K as of Q2 2026.
Pinnacle Wealth Planning Services left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2471 holding.
Pinnacle Wealth Planning Services first reported a position in WisdomTree Cloud Computing Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's WisdomTree Cloud Computing Fund position peaked at $2.24K in Q4 2025.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.