SWM
WCLD

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

SHP 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
Q1 		$737 Hold
27
– – ﹤0.01% 1543
2025
Q4 		$945 Buy
+27
New +$945 ﹤0.01% 1271

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 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 $1.19B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's WCLD Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q1 2026 at 27 shares worth $737. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

SHP Wealth Management first reported a position in WCLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $945 in Q4 2025. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • SHP Wealth Management held 27 shares of WisdomTree Cloud Computing Fund worth $737 as of Q1 2026.
  • SHP Wealth Management left its WisdomTree Cloud Computing Fund share count unchanged in Q1 2026.
  • WisdomTree Cloud Computing Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1543 holding.
  • SHP Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree Cloud Computing Fund position peaked at $945 in Q4 2025.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.