Wolf Group Capital Advisors
WCLD icon

Wolf Group Capital Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Wolf Group Capital 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
2025
Q1 		$240K Sell
7,411
-4,464
-38% -$166K 0.08% 150
2024
Q4 		$376K Hold
11,875
– – 0.18% 88
2024
Q3 		$376K Buy
11,875
+138
+1% +$4.3K 0.18% 89
2024
Q2 		$371K Sell
11,737
-138
-1% -$4.41K 0.15% 99
2024
Q1 		$376K Hold
11,875
– – 0.18% 89
2023
Q4 		$376K Buy
11,875
+85
+0.7% +$2.6K 0.18% 90
2023
Q3 		$349K Sell
11,790
-85
-0.7% -$2.68K 0.17% 93
2023
Q2 		$361K Hold
11,875
– – 0.18% 90
2023
Q1 		$353K Sell
11,875
-125
-1% -$3.5K 0.18% 91
2022
Q4 		$301K Buy
+12,000
New +$308K 0.14% 104
2022
Q2 		– Sell
-14,923
Closed -$610K – 121
2022
Q1 		$610K Sell
14,923
-29,168
-66% -$1.23M 0.31% 75
2021
Q4 		$2.29M Buy
44,091
+29,870
+210% +$1.73M 0.37% 70
2021
Q3 		$819K Sell
14,221
-456
-3% -$26.7K 0.45% 69
2021
Q2 		$820K Buy
14,677
+3,043
+26% +$154K 0.44% 66
2021
Q1 		$560K Buy
11,634
+6,169
+113% +$330K 0.32% 71
2020
Q4 		$293K Buy
+5,465
New +$261K 0.18% 75

Other funds holding WCLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Endurance Services Ltd
Endurance Services Ltd Purchase, New York $655M AUM 7.49% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Wolf Group Capital Advisors's WCLD Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its WisdomTree Cloud Computing Fund (WCLD) stake by 38% in Q1 2025, selling an estimated $166K and leaving 7,411 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #150.

Wolf Group Capital Advisors first reported a position in WCLD in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.29M in Q4 2021. 96 funds tracked by Wall St. Rank hold WCLD as of Q1 2025.

  • Wolf Group Capital Advisors held 7,411 shares of WisdomTree Cloud Computing Fund worth $240K as of Q1 2025.
  • Wolf Group Capital Advisors sold 4,464 WisdomTree Cloud Computing Fund shares in Q1 2025, an estimated $166K.
  • WisdomTree Cloud Computing Fund made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #150 holding.
  • Wolf Group Capital Advisors first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and has held it in 16 quarters since.
  • Wolf Group Capital Advisors's WisdomTree Cloud Computing Fund position peaked at $2.29M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.