StoneCrest Wealth Management
WCLD icon

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

Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Endurance Services Ltd
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 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. 95 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.
  • 95 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.