WGCA
WCLD

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 $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 $381M AUM 12.79% 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

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.