James T. Borello RIA’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

James T. Borello RIA’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 Q3	$38K	Hold	935	–	–	0.01%	287
2026 Q2	$30K	Hold	935	–	–	0.01%	320
2026 Q1	$25.5K	Hold	935	–	–	0.01%	322
2025 Q4	$32.7K	Hold	935	–	–	0.01%	216
2025 Q3	$32.9K	Hold	935	–	–	0.01%	188
2025 Q2	$33.8K	Buy	+935	New	+$31.8K	0.01%	158

Other funds holding WCLD

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

James T. Borello RIA's WCLD Position: Q3 2026 in Review

James T. Borello RIA held its WisdomTree Cloud Computing Fund (WCLD) position steady in Q3 2026 at 935 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #287.

James T. Borello RIA first reported a position in WCLD in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold WCLD as of Q3 2026.

James T. Borello RIA held 935 shares of WisdomTree Cloud Computing Fund worth $38K as of Q3 2026.
James T. Borello RIA left its WisdomTree Cloud Computing Fund share count unchanged in Q3 2026.
WisdomTree Cloud Computing Fund made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #287 holding.
James T. Borello RIA first reported a position in WisdomTree Cloud Computing Fund in Q2 2025 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.