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 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	$9.71M	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	$9.99M	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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Selective Wealth Management's WCLD Position: Q2 2026 in Review

Selective Wealth Management reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 1.6% in Q2 2026, selling an estimated $95.2K and leaving 206,798 shares worth $7.19M. The position accounts for 1.89% of the portfolio, ranked #9.

Selective Wealth Management first reported a position in WCLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.8M in Q1 2024. 20 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Selective Wealth Management held 206,798 shares of WisdomTree Cloud Computing Fund worth $7.19M as of Q2 2026.
Selective Wealth Management sold 3,262 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $95.2K.
WisdomTree Cloud Computing Fund made up 1.89% of Selective Wealth Management's portfolio in Q2 2026, its #9 holding.
Selective Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2021 and has held it in 20 quarters since.
Selective Wealth Management's WisdomTree Cloud Computing Fund position peaked at $11.8M in Q1 2024.
20 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.