RSWM
WCLD

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

Robertson Stephens 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
2025
Q1 		– Sell
-5,362
Closed -$201K – 597
2024
Q4 		$201K Sell
5,362
-949
-15% -$34.5K 0.01% 544
2024
Q3 		$202K Sell
6,311
-1,873
-23% -$58.4K 0.01% 605
2024
Q2 		$259K Hold
8,184
– – 0.01% 442
2024
Q1 		$285K Buy
+8,184
New +$285K 0.02% 431
2021
Q1 		– Sell
-4,100
Closed -$219K – 299
2020
Q4 		$219K Buy
+4,100
New +$196K 0.05% 230

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Robertson Stephens Wealth Management's WCLD Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 5,362 shares — an estimated $201K sold.

Robertson Stephens Wealth Management first reported a position in WCLD in Q4 2020 and held it in 5 quarters. The position peaked at $285K in Q1 2024. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,362 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $201K.
  • Robertson Stephens Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's WisdomTree Cloud Computing Fund position peaked at $285K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.