SAG
WCLD

SageView Advisory Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

SageView Advisory Group’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 		– Sell
-20
Closed -$701 – 2414
2025
Q4 		$701 Buy
+20
New +$700 ﹤0.01% 2410
2024
Q2 		– Sell
-27,609
Closed -$1.08M – 803
2024
Q1 		$1.08M Buy
+27,609
New +$962K 0.05% 188

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CCS
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's WCLD Position: Q1 2026 in Review

SageView Advisory Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 20 shares — an estimated $701 sold.

SageView Advisory Group first reported a position in WCLD in Q1 2024 and held it in 2 quarters. The position peaked at $1.08M in Q1 2024. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • SageView Advisory Group reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 20 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $701.
  • SageView Advisory Group first reported a position in WisdomTree Cloud Computing Fund in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's WisdomTree Cloud Computing Fund position peaked at $1.08M in Q1 2024.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.