Twin Peaks Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Twin Peaks Wealth 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
2026 Q1	$90.3K	Buy	+3,307	New	+$97.9K	0.02%	309
2025 Q4	–	Sell	-7,830	Closed	-$275K	–	196
2025 Q3	$275K	Sell	7,830 -214	-3%	-$7.57K	0.09%	137
2025 Q2	$265K	Buy	8,044 +225	+3%	+$7.65K	0.09%	136
2025 Q1	$242K	Buy	7,819 +1,448	+23%	+$54K	0.11%	119
2024 Q4	$239K	Sell	6,371 -1,729	-21%	-$62.9K	0.1%	125
2024 Q3	$259K	Sell	8,100 -984	-11%	-$30.7K	0.12%	107
2024 Q2	$287K	Sell	9,084 -600	-6%	-$19.2K	0.14%	101
2024 Q1	$337K	Sell	9,684 -844	-8%	-$29.4K	0.19%	91
2023 Q4	$368K	Buy	+10,528	New	+$323K	0.24%	83

Other funds holding WCLD

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

Concentric Capital Strategies Stamford, Connecticut $1.15B AUM 44.7% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return