Rockefeller Capital Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Rockefeller Capital 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	$59.1K	Sell	1,842 -228	-11%	-$6.66K	﹤0.01%	3283
2026 Q1	$56.6K	Buy	2,070 +664	+47%	+$19.7K	﹤0.01%	3208
2025 Q4	$49.3K	Buy	1,406 +1,065	+312%	+$37.3K	﹤0.01%	3080
2025 Q3	$12K	Buy	+341	New	+$12.1K	﹤0.01%	3576
2023 Q1	–	Sell	-4,948	Closed	-$124K	–	3865
2022 Q4	$124K	Sell	4,948 -238	-5%	-$6.11K	﹤0.01%	1915
2022 Q3	$138K	Buy	5,186 +665	+15%	+$19.9K	﹤0.01%	1825
2022 Q2	$126K	Sell	4,521 -374	-8%	-$12.1K	﹤0.01%	1832
2022 Q1	$200K	Sell	4,895 -496	-9%	-$20.9K	﹤0.01%	1692
2021 Q4	$279K	Sell	5,391 -76	-1%	-$4.41K	﹤0.01%	1525
2021 Q3	$315K	Buy	5,467 +600	+12%	+$35.1K	﹤0.01%	1426
2021 Q2	$272K	Buy	4,867 +625	+15%	+$31.7K	﹤0.01%	1396
2021 Q1	$204K	Buy	4,242 +713	+20%	+$38.1K	﹤0.01%	1320
2020 Q4	$189K	Buy	3,529 +100	+3%	+$4.77K	﹤0.01%	1216
2020 Q3	$146K	Buy	3,429 +2,760	+413%	+$114K	﹤0.01%	1144
2020 Q2	$26K	Buy	+669	New	+$21.2K	﹤0.01%	1598

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

Rockefeller Capital Management's WCLD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 11% in Q2 2026, selling an estimated $6.66K and leaving 1,842 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Rockefeller Capital Management first reported a position in WCLD in Q2 2020 and has held it in 15 quarters since. The position peaked at $315K in Q3 2021. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Rockefeller Capital Management held 1,842 shares of WisdomTree Cloud Computing Fund worth $59.1K as of Q2 2026.
Rockefeller Capital Management sold 228 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $6.66K.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3283 holding.
Rockefeller Capital Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and has held it in 15 quarters since.
Rockefeller Capital Management's WisdomTree Cloud Computing Fund position peaked at $315K in Q3 2021.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.