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WCLD

WisdomTree Cloud Computing Fund
WCLD

135 hedge funds and large institutions have $216M invested in WisdomTree Cloud Computing Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 31.76% → 33.54% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less funds holding

Funds holding: 165 → 135 (-30)

19% less capital invested

Capital invested by funds: $267M → $216M (-$51.4M)

51% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 63

66% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 44

74% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $6.96M

Holders
135
Holders Change
-30
Holders Change %
-18.18%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
31
Reduced
63
Closed
44
Calls
$1.83M
Puts
$6.96M
Net Calls
-$5.13M
Net Calls Change
-$8.66M

Top Buyers

1
EEP
Edgehill Endowment Partners
Connecticut
+$32.3M
2
CRC
Curi RMB Capital
Illinois
+$8.81M
3
Goldman Sachs
Goldman Sachs
New York
+$7.99M
4
YC
Yarbrough Capital
Tennessee
+$6.51M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.72M

Top Sellers

1
AWS
AJ Wealth Strategies
New York
-$4.4M
2
BHB
Bank Hapoalim BM
Israel
-$3.93M
3
Morgan Stanley
Morgan Stanley
New York
-$1.86M
4
KAS
Kestra Advisory Services
Texas
-$1.86M
5
Bank of America
Bank of America
North Carolina
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
151
Legend Financial Advisors
Pennsylvania
– -$366K -6,364 Closed
AWS
152
Atria Wealth Solutions
New York
– -$259K -6,328 Closed
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
– -$250K -6,125 Closed
Baird Financial Group
154
Baird Financial Group
Wisconsin
– -$249K -6,094 Closed
SPIO
155
Seven Post Investment Office
California
– -$245K -6,000 Closed
SWP
156
Stratos Wealth Partners
Ohio
– -$237K -5,806 Closed
BFEC
157
Benjamin F. Edwards & Company
Missouri
– -$228K -5,572 Closed
AIC
158
Ayalon Insurance Company
Israel
– -$224K -5,475 Closed
CAN
159
Claraphi Advisory Network
United States
– -$221K -5,404 Closed
MFG
160
Merit Financial Group
Georgia
– -$213K -5,200 Closed
SMC
161
Smith, Moore & Co
Missouri
– -$209K -5,100 Closed
SCM
162
Spreng Capital Management
Ohio
– -$208K -5,077 Closed
VBFG
163
Vishria Bird Financial Group
Tennessee
– -$201K -4,921 Closed
SAS
164
Stelac Advisory Services
New York
– -$114K -2,797 Closed
AF
165
Allworth Financial
California
– -$59K -1,447 Closed
FCMA
166
Foresight Capital Management Advisors
Michigan
– -$53K -1,300 Closed
Optiver Holding
167
Optiver Holding
Netherlands
– -$37K -907 Closed
KA
168
Kovack Advisors
Florida
– -$32K -800 Closed
RIM
169
Rockbridge Investment Management
New York
– -$26.9K -650 Closed
MAM
170
McCarthy Asset Management
California
– -$21K -510 Closed
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
– -$14K -343 Closed
MCM
172
MV Capital Management
Maryland
– -$6K -150 Closed
SPIA
173
Steward Partners Investment Advisory
New York
– -$5K -117 Closed
PCG
174
Private Capital Group
Connecticut
– -$3K -70 Closed
BWL
175
Bogart Wealth LLC
Virginia
– -$2K -37 Closed
4 5 6
7
8

WCLD Hedge Fund Activity: Q2 2022 in Review

135 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Cloud Computing Fund (WCLD) for Q2 2022, worth a combined $216M — down 19% from $267M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WCLD and 15 opened new positions — a net loss of 29 holders — while 63 trimmed existing stakes and 31 added.

The largest buyer was Edgehill Endowment Partners, adding an estimated $32.3M. The largest seller was AJ Wealth Strategies, cutting an estimated $4.4M.

  • 135 institutional investors held WisdomTree Cloud Computing Fund (WCLD) as of Q2 2022, down from 165 in Q1 2022.
  • Funds reported $216M of WisdomTree Cloud Computing Fund stock for Q2 2022, down 19% quarter-over-quarter.
  • 15 funds opened new WisdomTree Cloud Computing Fund positions in Q2 2022 and 44 closed out, a net change of -29 holders.
  • The largest WisdomTree Cloud Computing Fund buyer in Q2 2022 was Edgehill Endowment Partners, an estimated $32.3M added.
  • The largest WisdomTree Cloud Computing Fund seller in Q2 2022 was AJ Wealth Strategies, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2022.