WWM
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Whalen Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Whalen Wealth Management’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
2024
Q1 		– Sell
-25,236
Closed -$882K – 161
2023
Q4 		$882K Buy
+25,236
New +$773K 0.79% 31

Other funds holding WCLD

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whalen Wealth Management's WCLD Position: Q1 2024 in Review

Whalen Wealth Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2024, closing a stake of 25,236 shares — an estimated $882K sold.

Whalen Wealth Management first reported a position in WCLD in Q4 2023 and held it in 1 quarter. The position peaked at $882K in Q4 2023. 121 funds tracked by Wall St. Rank hold WCLD as of Q1 2024.

  • Whalen Wealth Management reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 25,236 WisdomTree Cloud Computing Fund shares in Q1 2024, an estimated $882K.
  • Whalen Wealth Management first reported a position in WisdomTree Cloud Computing Fund in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's WisdomTree Cloud Computing Fund position peaked at $882K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.