SFGP
WCLD

Stonebridge Financial Group (Pennsylvania)’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q1 		– Sell
-327,021
Closed -$12.3M – 1034
2024
Q4 		$12.3M Buy
+327,021
New +$11.9M 1.35% 21

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WCLD Position: Q1 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 327,021 shares — an estimated $12.3M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WCLD in Q4 2024 and held it in 1 quarter. The position peaked at $12.3M in Q4 2024. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 327,021 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $12.3M.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree Cloud Computing Fund in Q4 2024 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s WisdomTree Cloud Computing Fund position peaked at $12.3M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2025, filed 25 Apr 2025.