SW
WCLD

SVB Wealth’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

SVB Wealth’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
-755
Closed -$24.5K – 1618
2025
Q1 		$24.5K Buy
+755
New +$28.1K ﹤0.01% 714

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 $338M AUM 10.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
IC
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

SVB Wealth's WCLD Position: Q2 2025 in Review

SVB Wealth sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2025, closing a stake of 755 shares — an estimated $24.5K sold.

SVB Wealth first reported a position in WCLD in Q1 2025 and held it in 1 quarter. The position peaked at $24.5K in Q1 2025. 94 funds tracked by Wall St. Rank hold WCLD as of Q2 2025.

  • SVB Wealth reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 755 WisdomTree Cloud Computing Fund shares in Q2 2025, an estimated $24.5K.
  • SVB Wealth first reported a position in WisdomTree Cloud Computing Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's WisdomTree Cloud Computing Fund position peaked at $24.5K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.