Team Financial Group’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Team Financial Group’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
2026 Q2	–	Sell	-4	Closed	-$109	–	255
2026 Q1	$109	Sell	4 -89	-96%	-$2.63K	﹤0.01%	273
2025 Q4	$3.24K	Hold	93	–	–	﹤0.01%	229
2025 Q3	$3.25K	Sell	93 -12	-11%	-$424	﹤0.01%	224
2025 Q2	$3.78K	Buy	+105	New	+$3.57K	﹤0.01%	213
2024 Q1	–	Sell	-1,417	Closed	-$49.5K	–	214
2023 Q4	$49.5K	Sell	1,417 -117	-8%	-$3.58K	0.04%	67
2023 Q3	$45.4K	Buy	+1,534	New	+$48.4K	0.04%	65

Other funds holding WCLD

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

ESL

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

CCA

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

SWM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Team Financial Group's WCLD Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2026, closing a stake of 4 shares — an estimated $109 sold.

Team Financial Group first reported a position in WCLD in Q3 2023 and held it in 6 quarters. The position peaked at $49.5K in Q4 2023. 89 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Team Financial Group reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 4 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $109.
Team Financial Group first reported a position in WisdomTree Cloud Computing Fund in Q3 2023 and held it in 6 quarters.
Team Financial Group's WisdomTree Cloud Computing Fund position peaked at $49.5K in Q4 2023.
89 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.