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

StoneCrest 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
2025 Q2	–	Sell	-95,861	Closed	-$3.11M	–	75
2025 Q1	$3.11M	Buy	95,861 +2,722	+3%	+$101K	1.98%	21
2024 Q4	$3.49M	Buy	93,139 +54,198	+139%	+$1.97M	2.28%	19
2024 Q3	$1.24M	Buy	+38,941	New	+$1.21M	0.91%	31
2024 Q2	–	Sell	-90,072	Closed	-$3.14M	–	60
2024 Q1	$3.14M	Buy	90,072 +1,942	+2%	+$67.7K	2.71%	14
2023 Q4	$3.08M	Buy	+88,130	New	+$2.7M	2.95%	15

Other funds holding WCLD

CRC

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

SWM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

StoneCrest Wealth Management's WCLD Position: Q2 2025 in Review

StoneCrest Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2025, closing a stake of 95,861 shares — an estimated $3.11M sold.

StoneCrest Wealth Management first reported a position in WCLD in Q4 2023 and held it in 5 quarters. The position peaked at $3.49M in Q4 2024. 94 funds tracked by Wall St. Rank hold WCLD as of Q2 2025.

StoneCrest Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 95,861 WisdomTree Cloud Computing Fund shares in Q2 2025, an estimated $3.11M.
StoneCrest Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2023 and held it in 5 quarters.
StoneCrest Wealth Management's WisdomTree Cloud Computing Fund position peaked at $3.49M in Q4 2024.
94 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2025.

Based on StoneCrest Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.