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WCLD

WisdomTree Cloud Computing Fund
WCLD

102 hedge funds and large institutions have $196M invested in WisdomTree Cloud Computing Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $146M → $196M (+$50.3M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

4.49% more ownership

Funds ownership: 35.81% → 40.3% (+4.5%)

0% more funds holding

Funds holding: 102 → 102 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

51% less call options, than puts

Call options by funds: $64K | Put options by funds: $131K

Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
23
Reduced
31
Closed
16
Calls
$64K
Puts
$131K
Net Calls
-$67K
Net Calls Change
-$45K

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$13.6M
2
SWM
StoneCrest Wealth Management
Arizona
+$1.97M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
4
STA
Summit Trail Advisors
New York
+$1.81M
5
IC
IEQ Capital
California
+$1.41M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.74M
2
Goldman Sachs
Goldman Sachs
New York
-$2.65M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.85M
4
Bank of America
Bank of America
North Carolina
-$1.7M
5
UBS Group
UBS Group
Switzerland
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
76
First PREMIER Bank
South Dakota
$60K – – –
PA
77
Parallel Advisors
California
$59.2K -$3.75K -103 -6%
GWSG
78
GPS Wealth Strategies Group
Colorado
$30.7K – – –
PA
79
PSI Advisors
Florida
$27K -$3.64K -100 -12%
AFG
80
Albion Financial Group
Utah
$23.3K -$7.49K -206 -25%
CA
81
Continuum Advisory
Idaho
$22.5K – – –
CWA
82
Carolina Wealth Advisors
South Carolina
$16.5K – – –
MCM
83
MAI Capital Management
Ohio
$15.6K +$15.1K +416 New
VCM
84
Versant Capital Management
Arizona
$15K – – –
ADL
85
Asset Dedication LLC
California
$15K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$13K – – –
LFA
87
Legend Financial Advisors
Pennsylvania
$10.5K +$10.2K +280 New
GEA
88
Glen Eagle Advisors
New Jersey
$8.74K – – –
IA
89
IFP Advisors
Florida
$8.44K -$5.89K -162 -42%
FFA
90
Frazier Financial Advisors
Ohio
$6.34K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$6.19K – – –
FFA
92
Founders Financial Alliance
North Carolina
$5.63K – – –
CAS
93
Coppell Advisory Solutions
Texas
$4.49K +$4.33K +119 New
GRP
94
Global Retirement Partners
California
$3.75K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$3.75K – – –
AWM
96
AE Wealth Management
Kansas
$2.21K +$2.15K +59 New
BIA
97
Bell Investment Advisors
California
$1.69K +$1.64K +45 New
MSWA
98
Marshall & Sterling Wealth Advisors
New York
$1.5K +$1.45K +40 New
Comerica Bank
99
Comerica Bank
Texas
$1.13K +$1.09K +30 New
CA
100
Clearstead Advisors
Ohio
$938 – – –
1 2 3
4
5

WCLD Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q4 2024, worth a combined $196M — up 34% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WCLD positions and 16 closed out — a net gain of 2 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $13.6M. The largest seller was JP Morgan Chase, cutting an estimated $3.74M.

  • 102 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $196M of WisdomTree Cloud Computing Fund stock for Q4 2024, up 34% quarter-over-quarter.
  • 18 funds opened new WisdomTree Cloud Computing Fund positions in Q4 2024 and 16 closed out, a net change of +2 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q4 2024 was Curi RMB Capital, an estimated $13.6M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q4 2024 was JP Morgan Chase, an estimated $3.74M sold.

Based on aggregated 13F filings for Q4 2024.