Summit Trail Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Summit Trail Advisors’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 Q3	–	Sell	-178,271	Closed	-$6.44M	–	1370
2025 Q2	$6.44M	Sell	178,271 -106,641	-37%	-$3.62M	0.11%	99
2025 Q1	$9.25M	Buy	284,912 +29,169	+11%	+$1.09M	0.31%	34
2024 Q4	$9.6M	Buy	255,743 +49,719	+24%	+$1.81M	0.35%	30
2024 Q3	$6.58M	Sell	206,024 -51,484	-20%	-$1.61M	0.16%	64
2024 Q2	$8.13M	Sell	257,508 -152,353	-37%	-$4.87M	0.21%	47
2024 Q1	$14.3M	Buy	+409,861	New	+$14.3M	0.38%	31
2022 Q2	–	Sell	-15,457	Closed	-$632K	–	419
2022 Q1	$632K	Buy	15,457 +343	+2%	+$14.4K	0.05%	138
2021 Q4	$784K	Buy	+15,114	New	+$877K	0.05%	144
2020 Q2	–	Sell	-95,400	Closed	-$2.29M	–	190
2020 Q1	$2.29M	Buy	+95,400	New	+$2.53M	0.62%	25

Other funds holding WCLD

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

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

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

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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Summit Trail Advisors's WCLD Position: Q3 2025 in Review

Summit Trail Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q3 2025, closing a stake of 178,271 shares — an estimated $6.44M sold.

Summit Trail Advisors first reported a position in WCLD in Q1 2020 and held it in 9 quarters. The position peaked at $14.3M in Q1 2024. 87 funds tracked by Wall St. Rank hold WCLD as of Q3 2025.

Summit Trail Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q3 2025 after selling out during the quarter.
Summit Trail Advisors sold 178,271 WisdomTree Cloud Computing Fund shares in Q3 2025, an estimated $6.44M.
Summit Trail Advisors first reported a position in WisdomTree Cloud Computing Fund in Q1 2020 and held it in 9 quarters.
Summit Trail Advisors's WisdomTree Cloud Computing Fund position peaked at $14.3M in Q1 2024.
87 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2025.

Based on Summit Trail Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.