Selective Wealth Management
WCLD icon

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

Selective 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
2026
Q3 		$8.56M Sell
196,017
-10,781
-5% -$412K 1.99% 8
2026
Q2 		$7.19M Sell
206,798
-3,262
-2% -$95.2K 1.89% 9
2026
Q1 		$5.74M Sell
210,060
-51,118
-20% -$1.51M 1.7% 11
2025
Q4 		$8.55M Sell
261,178
-18,139
-6% -$635K 2.67% 5
2025
Q3 		$9.7M Sell
279,317
-15,749
-5% -$557K 3.13% 5
2025
Q2 		$10.9M Sell
295,066
-8,708
-3% -$296K 3.97% 4
2025
Q1 		$9.28M Sell
303,774
-8,780
-3% -$327K 4.04% 3
2024
Q4 		$11.6M Sell
312,554
-11,229
-3% -$408K 4.7% 3
2024
Q3 		$10.3M Sell
323,783
-16,355
-5% -$510K 4.27% 4
2024
Q2 		$10.5M Sell
340,138
-12,662
-4% -$405K 4.64% 3
2024
Q1 		$11.8M Sell
352,800
-5,311
-1% -$185K 5.13% 3
2023
Q4 		$11.6M Buy
358,111
+12,200
+4% +$374K 5.86% 3
2023
Q3 		$10M Sell
345,911
-7,500
-2% -$237K 5.49% 3
2023
Q2 		$11.3M Buy
+353,411
New +$10.3M 5.63% 2
2022
Q4 		$8.47M Buy
320,247
+253,038
+376% +$6.5M 4.47% 3
2022
Q3 		$1.79M Buy
67,209
+67,009
+33,505% +$2.01M 0.77% 27
2022
Q2 		$6K Hold
200
– – ﹤0.01% 619
2022
Q1 		$8K Hold
200
– – ﹤0.01% 564
2021
Q4 		$10K Hold
200
– – ﹤0.01% 488
2021
Q3 		$12K Hold
200
– – 0.01% 421
2021
Q2 		$11K Buy
+200
New +$10.1K 0.01% 339

Other funds holding WCLD

YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
James T. Borello
James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Selective Wealth Management's WCLD Position: Q3 2026 in Review

Selective Wealth Management reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 5.2% in Q3 2026, selling an estimated $412K and leaving 196,017 shares worth $8.56M. The position accounts for 1.99% of the portfolio, ranked #8.

Selective Wealth Management first reported a position in WCLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.8M in Q1 2024. 21 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

  • Selective Wealth Management held 196,017 shares of WisdomTree Cloud Computing Fund worth $8.56M as of Q3 2026.
  • Selective Wealth Management sold 10,781 WisdomTree Cloud Computing Fund shares in Q3 2026, an estimated $412K.
  • WisdomTree Cloud Computing Fund made up 1.99% of Selective Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Selective Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2021 and has held it in 21 quarters since.
  • Selective Wealth Management's WisdomTree Cloud Computing Fund position peaked at $11.8M in Q1 2024.
  • 21 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.