Vontobel Holding
WCLD

Vontobel Holding’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-5,800
Closed -$218K – 1164
2024
Q4 		$218K Sell
5,800
-1,800
-24% -$65.4K ﹤0.01% 989
2024
Q3 		$243K Hold
7,600
– – ﹤0.01% 968
2024
Q2 		$240K Hold
7,600
– – ﹤0.01% 949
2024
Q1 		$265K Hold
7,600
– – ﹤0.01% 932
2023
Q4 		$266K Sell
7,600
-1,330
-15% -$40.8K ﹤0.01% 962
2023
Q3 		$265K Sell
8,930
-3,110
-26% -$98.2K ﹤0.01% 927
2023
Q2 		$382K Buy
12,040
+3,110
+35% +$90.3K ﹤0.01% 860
2023
Q1 		$265K Hold
8,930
– – ﹤0.01% 914
2022
Q4 		$224K Hold
8,930
– – ﹤0.01% 967
2022
Q3 		$238K Hold
8,930
– – ﹤0.01% 906
2022
Q2 		$250K Sell
8,930
-237
-3% -$7.69K ﹤0.01% 880
2022
Q1 		$375K Buy
9,167
+1,568
+21% +$66K ﹤0.01% 870
2021
Q4 		$394K Buy
7,599
+2,189
+40% +$127K ﹤0.01% 860
2021
Q3 		$312K Buy
5,410
+727
+16% +$42.6K ﹤0.01% 929
2021
Q2 		$262K Sell
4,683
-1,341
-22% -$68K ﹤0.01% 966
2021
Q1 		$290K Buy
6,024
+2,978
+98% +$159K ﹤0.01% 821
2020
Q4 		$163K Buy
+3,046
New +$145K ﹤0.01% 916

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Vontobel Holding's WCLD Position: Q1 2025 in Review

Vontobel Holding sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2025, closing a stake of 5,800 shares — an estimated $218K sold.

Vontobel Holding first reported a position in WCLD in Q4 2020 and held it in 17 quarters. The position peaked at $394K in Q4 2021. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Vontobel Holding reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2025 after selling out during the quarter.
  • Vontobel Holding sold 5,800 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $218K.
  • Vontobel Holding first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 17 quarters.
  • Vontobel Holding's WisdomTree Cloud Computing Fund position peaked at $394K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Vontobel Holding's 13F filing for Q1 2025, filed 28 Apr 2025.