Steward Partners Investment Advisory’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Steward Partners Investment Advisory’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	$3.21K	Hold	100	–	–	﹤0.01%	4116
2026 Q1	$2.73K	Hold	100	–	–	﹤0.01%	3958
2025 Q4	$3.5K	Hold	100	–	–	﹤0.01%	3811
2025 Q3	$3.52K	Hold	100	–	–	﹤0.01%	3763
2025 Q2	$3.61K	Hold	100	–	–	﹤0.01%	3583
2025 Q1	$3.25K	Hold	100	–	–	﹤0.01%	3512
2024 Q4	$3.75K	Hold	100	–	–	﹤0.01%	3462
2024 Q3	$3.2K	Hold	100	–	–	﹤0.01%	3310
2024 Q2	$3.16K	Hold	100	–	–	﹤0.01%	3174
2024 Q1	$3.48K	Hold	100	–	–	﹤0.01%	3148
2023 Q4	$3.5K	Hold	100	–	–	﹤0.01%	3085
2023 Q3	$2.96K	Hold	100	–	–	﹤0.01%	2989
2023 Q2	$3.17K	Hold	100	–	–	﹤0.01%	2933
2023 Q1	$2.97K	Hold	100	–	–	﹤0.01%	2938
2022 Q4	$2.51K	Hold	100	–	–	﹤0.01%	2971
2022 Q3	$3K	Buy	+100	New	+$3K	﹤0.01%	2977
2022 Q2	–	Sell	-117	Closed	-$5K	–	3386
2022 Q1	$5K	Hold	117	–	–	﹤0.01%	2911
2021 Q4	$6K	Hold	117	–	–	﹤0.01%	2788
2021 Q3	$7K	Sell	117 -3	-3%	-$176	﹤0.01%	2729
2021 Q2	$7K	Sell	120 -1,238	-91%	-$62.8K	﹤0.01%	6388
2021 Q1	$65.4K	Buy	1,358 +588	+76%	+$31.4K	﹤0.01%	1849
2020 Q4	$41K	Hold	770	–	–	﹤0.01%	1758
2020 Q3	$33K	Buy	+770	New	+$31.8K	﹤0.01%	1686

Other funds holding WCLD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Steward Partners Investment Advisory's WCLD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q2 2026 at 100 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4116.

Steward Partners Investment Advisory first reported a position in WCLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $65.4K in Q1 2021. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Steward Partners Investment Advisory held 100 shares of WisdomTree Cloud Computing Fund worth $3.21K as of Q2 2026.
Steward Partners Investment Advisory left its WisdomTree Cloud Computing Fund share count unchanged in Q2 2026.
WisdomTree Cloud Computing Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4116 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and has held it in 23 quarters since.
Steward Partners Investment Advisory's WisdomTree Cloud Computing Fund position peaked at $65.4K in Q1 2021.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.