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 Q2	–	Sell	-3,307	Closed	-$90.3K	–	2190
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 $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

Twin Peaks Wealth Advisors's WCLD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2026, closing a stake of 3,307 shares — an estimated $90.3K sold.

Twin Peaks Wealth Advisors first reported a position in WCLD in Q4 2023 and held it in 9 quarters. The position peaked at $368K in Q4 2023. 88 funds tracked by Wall St. Rank hold WCLD as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 3,307 WisdomTree Cloud Computing Fund shares in Q2 2026, an estimated $90.3K.
Twin Peaks Wealth Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2023 and held it in 9 quarters.
Twin Peaks Wealth Advisors's WisdomTree Cloud Computing Fund position peaked at $368K in Q4 2023.
88 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.