Wisdomtree Cloud ComputingWCLDETF

13F holders, Q4 2024 (December 31)
102holders
13new positions
16sold out
1famous investor
$37.48avg. 13F price*

At the end of Q4 2024, 102 institutions reported holding Wisdomtree Cloud Computing (WCLD) in their 13F filings, unchanged from Q3 2024. 13 opened new positions and 16 sold out. The largest holders were UBS Group AG ($24.1M), JPMorgan Chase & Co. ($16.1M) and Curi Capital, LLC ($14.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Wisdomtree Cloud Computing
CUSIP
97717Y691
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 119Q1 2024Q2 2024: 112Q2 2024Q3 2024: 102Q3 2024Q4 2024: 102Q4 2024Q1 2025: 96Q1 2025Q2 2025: 94Q2 2025Q3 2025: 86Q3 2025Q4 2025: 102Q4 2025Q1 2026: 92Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$19.3M
Exits16$3.8M

All 13F filers, Q3 2024 → Q4 2024: 727,407 shares bought and 510,903 shares sold, net +216,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

UBS Group AG 0.01% Reduce -5.2% 642,688 $24.1M
JPMorgan Chase & Co. 0.00% Reduce -19.3% 429,621 $16.1M
Curi Capital, LLC 0.32% New 374,312 $14.0M
Endurance Services Ltd 2.23% No change 354,500 $13.3M
Stonebridge Financial Group, LLC 1.35% — 327,021 $12.3M
Selective Wealth Management, Inc. 4.70% Reduce -3.5% 312,554 $11.6M
Summit Trail Advisors, LLC 0.35% Add +24.1% 255,743 $9.6M
Morgan Stanley 0.00% Add +4.0% 214,809 $8.1M
Goldman Sachs Group Inc. 0.00% Reduce -26.1% 206,016 $7.7M
Clearwater Capital Advisors, LLC 0.64% Reduce -4.3% 174,098 $6.5M
Yarbrough Capital, LLC 0.24% Reduce -5.7% 165,470 $6.2M
Raymond James Financial Inc. 0.00% — 150,946 $5.7M
Ieq Capital, LLC 0.05% Add +36.7% 144,891 $5.4M
Bremer Bank National Association 0.96% No change 129,055 $4.8M
LPL Financial LLC 0.00% Reduce -6.8% 115,128 $4.3M
StoneCrest Wealth Management, Inc. 2.28% Add +139.2% 93,139 $3.5M
Byrne Financial Freedom, LLC 1.55% — 92,880 $3.5M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -2.2% 67,607 $2.5M
Wealthfront Advisers LLC 0.01% Add +5.0% 63,340 $2.4M
EPIQ Capital Group, LLC 0.58% Add +0.7% 59,418 $2.2M
Two Sigma Investments, LP 0.00% New 50,486 $1.9M
Schonfeld Strategic Advisors LLC 0.01% New 38,600 $1.4M
Citadel Advisors 0.00% Add +14.6% 36,433 $1.4M
Cetera Investment Advisers 0.00% Reduce -18.1% 35,387 $1.3M
Joseph P. Lucia & Associates, LLC 0.58% Add +9.8% 34,881 $1.3M
Bank of America Corp. 0.00% Reduce -57.7% 34,367 $1.3M
Pinebridge Investments, L.P. 0.01% Add +386.5% 33,661 $1.3M
HighTower Advisors, LLC 0.00% Add +0.2% 31,905 $1.2M
Wells Fargo & Company 0.00% Add +0.8% 30,229 $1.1M
Royal Bank of Canada 0.00% Reduce -9.5% 28,788 $1.1M
Stifel Financial Corp. 0.00% Reduce -18.0% 28,582 $1.1M
Meitav Investment House Ltd. 0.02% No change 27,213 $1.0M
Perigon Wealth Management, LLC 0.02% Add +0.8% 25,040 $954K
Franklin Resources Inc. 0.00% Add +3.0% 25,167 $944K
Marshall Wace, LLP 0.00% New 20,961 $786K
HRT Financial LP 0.00% New 18,386 $689K
Susquehanna International Group, LLP 0.00% Reduce -62.4% 17,366 $652K
Lodestar Private Asset Management LLC 0.08% No change 16,949 $636K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.7% 16,165 $607K
Cwm, LLC 0.00% Reduce -12.2% 15,622 $586K
Cerity Partners LLC 0.00% No change 15,303 $574K
SFI Advisors, LLC 0.40% Reduce -58.2% 15,001 $563K
Bison Wealth, LLC 0.07% — 14,504 $544K
Commonwealth Equity Services, LLC 0.00% Reduce -17.8% 14,502 $544K
Tower Research Capital LLC (TRC) 0.01% Add +170.5% 14,283 $536K
First Community Trust NA 0.36% Add +0.9% 13,310 $499K
Blair William & Co. 0.00% No change 11,225 $421K
Milestone Asset Management, LLC 0.09% Add +5.9% 11,191 $420K
Oxler Private Wealth LLC 0.12% Reduce -31.8% 10,115 $380K
Wolf Group Capital Advisors 0.18% No change 11,875 $376K
Cypress Point Wealth Management, LLC 0.11% No change 9,795 $368K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.4% 9,387 $352K
GTS Securities LLC 0.02% Add +33.6% 9,164 $344K
Osaic Holdings, Inc. 0.00% Add +15.3% 9,103 $342K
O'ROURKE & COMPANY, Inc 0.15% Add +20.3% 8,263 $310K
Insight Advisors, LLC/ PA 0.05% Add +19.2% 8,138 $307K
Ameriprise Financial Inc. 0.00% Reduce -40.6% 8,139 $305K
Graypoint LLC 0.02% No change 8,078 $303K
Advisory Services Network, LLC 0.01% Add +14.7% 7,874 $295K
Private Advisor Group, LLC 0.00% Reduce -42.3% 7,478 $281K
Ceera Investments, LLC 0.09% No change 7,091 $266K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% No change 6,824 $256K
Larson Financial Group LLC 0.01% No change 6,615 $248K
Twin Peaks Wealth Advisors, LLC 0.10% Reduce -21.4% 6,371 $239K
Merit Financial Group, LLC 0.00% New 5,840 $219K
Vontobel Holding Ltd. 0.00% Reduce -23.7% 5,800 $218K
Halbert Hargrove Global Advisors, LLC 0.01% New 5,702 $214K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -15.0% 5,362 $201K
Smartleaf Asset Management LLC 0.01% Reduce -3.9% 3,755 $142K
Fairman Group, LLC 0.11% No change 3,500 $131K
FMR LLC 0.00% Add +483.3% 3,447 $129K
Harbour Investments, Inc. 0.00% Reduce -16.1% 3,350 $126K
Y.D. More Investments Ltd 0.01% Add +170.9% 3,251 $122K
Stelac Advisory Services LLC 0.05% No change 3,164 $119K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.3% 2,779 $104K
First PREMIER Bank 0.02% No change 1,594 $60K
Parallel Advisors, LLC 0.00% Reduce -6.1% 1,576 $59K
GPS Wealth Strategies Group, LLC 0.00% No change 817 $31K
PSI Advisors, LLC 0.01% Reduce -12.2% 720 $27K
Albion Financial Group 0.00% Reduce -24.9% 622 $23K
Continuum Advisory, LLC 0.00% No change 600 $23K
Carolina Wealth Advisors, LLC 0.01% No change 441 $17K
MAI Capital Management 0.00% New 416 $16K
Versant Capital Management, Inc 0.00% No change 400 $15K
Asset Dedication, LLC 0.00% No change 399 $15K
Bank of Montreal 0.00% No change 346 $13K
Legend Financial Advisors, Inc. 0.01% New 280 $11K
Glen Eagle Advisors, LLC 0.00% No change 233 $9K
IFP Advisors, Inc 0.00% Reduce -41.9% 225 $8K
Frazier Financial Advisors, LLC 0.01% No change 168 $6K
PNC Financial Services Group, Inc. 0.00% No change 165 $6K
Founders Financial Alliance, LLC 0.00% No change 150 $6K
Coppell Advisory Solutions LLC 0.00% New 119 $4K
Global Retirement Partners, LLC 0.00% No change 100 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $4K
AE Wealth Management LLC 0.00% New 59 $2K
Bell Investment Advisors, Inc 0.00% New 45 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 40 $2K
Comerica Bank 0.00% New 30 $1K
Clearstead Advisors, LLC 0.00% No change 25 $938

"% of holder's portfolio" is WCLD's weight in each manager's 13F, not the share of Wisdomtree Cloud Computing the manager owns.

Show all 102 holders