WCLDWisdomTree Cloud Computing Fund

Grow my money6y track recordRanked #656 of 2,960 in this goal

Seeks to track the price and yield performance of the BVP Nasdaq Emerging Cloud Index.

By WisdomTree · Launched 2019

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$269M

#2,051 of 5,562 · mid-size

Return (1Y)Goal

-16.2%

Track Record

6 years

#1,948 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$8,429-15.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Small

Strategy

Index tracking

Sector

Information technology

Focus

Cloud & Data Infrastructure

Index tracked

BVP Nasdaq Emerging Cloud Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.5% of fund✓ well diversified

MongoDB Inc

2.7%

Confluent Inc

2.4%

SEMrush Holdings Inc

2.2%

DigitalOcean Holdings Inc

2.2%

UiPath Inc

2.1%

Fastly Inc

2.1%

JFrog Ltd

2.0%

BILL Holdings Inc

1.9%

Twilio Inc

1.9%

Braze Inc

1.9%

Asset allocation

Stocks

100.0%

By sector

Technology

97.3%

Healthcare

2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

35.2%High

Year-on-year price swings

Max drawdown

-64.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.04Below average

Sortino (3Y)

-0.06Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the BVP Nasdaq Emerging Cloud Index.
Strategy: Employs a passive management approach designed to track the BVP Nasdaq Emerging Cloud Index using representative sampling. Invests in securities whose characteristics resemble those of the Index as a whole, focusing on cloud computing companies.
Inception date: September 6, 2019
Fund family: WisdomTree