Seven Post Investment Office’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Seven Post Investment Office’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
2022 Q2	–	Sell	-6,000	Closed	-$245K	–	57
2022 Q1	$245K	Hold	6,000	–	–	0.07%	44
2021 Q4	$311K	Hold	6,000	–	–	0.08%	40
2021 Q3	$346K	Hold	6,000	–	–	0.11%	37
2021 Q2	$335K	Hold	6,000	–	–	0.1%	39
2021 Q1	$289K	Buy	+6,000	New	+$321K	0.1%	36

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Seven Post Investment Office's WCLD Position: Q2 2022 in Review

Seven Post Investment Office sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 6,000 shares — an estimated $245K sold.

Seven Post Investment Office first reported a position in WCLD in Q1 2021 and held it in 5 quarters. The position peaked at $346K in Q3 2021. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

Seven Post Investment Office reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
Seven Post Investment Office sold 6,000 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $245K.
Seven Post Investment Office first reported a position in WisdomTree Cloud Computing Fund in Q1 2021 and held it in 5 quarters.
Seven Post Investment Office's WisdomTree Cloud Computing Fund position peaked at $346K in Q3 2021.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Seven Post Investment Office's 13F filing for Q2 2022, filed 8 Aug 2022.