Wealth Enhancement Advisory Services
WCLD

Wealth Enhancement Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-6,318
Closed -$222K – 3886
2025
Q4 		$222K Buy
+6,318
New +$221K ﹤0.01% 3188
2025
Q1 		– Sell
-9,387
Closed -$352K – 3178
2024
Q4 		$352K Sell
9,387
-40
-0.4% -$1.45K ﹤0.01% 2249
2024
Q3 		$301K Sell
9,427
-1,270
-12% -$39.6K ﹤0.01% 2180
2024
Q2 		$338K Buy
10,697
+205
+2% +$6.55K ﹤0.01% 1897
2024
Q1 		$365K Sell
10,492
-570
-5% -$19.9K ﹤0.01% 1787
2023
Q4 		$387K Sell
11,062
-1,088
-9% -$33.3K ﹤0.01% 1662
2023
Q3 		$360K Buy
+12,150
New +$384K ﹤0.01% 1626

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's WCLD Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 6,318 shares — an estimated $222K sold.

Wealth Enhancement Advisory Services first reported a position in WCLD in Q3 2023 and held it in 7 quarters. The position peaked at $387K in Q4 2023. 92 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,318 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $222K.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q3 2023 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's WisdomTree Cloud Computing Fund position peaked at $387K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.