WCLD

WisdomTree Cloud Computing Fund
*Unless otherwise stated, data provided by FactSet.

WCLD Fund Description

WCLD tracks and index of US companies primarily focused on cloud software and services. Stocks are equal weighted in the index.

WCLD Factset Analytics Insight

WCLD provides exposure to cloud computing stocks which includes those involved with servers, storage, databases, networking software, analytics, and intelligence. The index is provided by NASDAQ, which is designed to capture emerging public companies that derive a majority of their revenues from cloud computing software products or services. Customers must be serviced through either a cloud delivery or cloud economic model. To be include in the index, a company must: have a revenue growth rate of at least 15% for each of the last two full fiscal years for new Index constituents or a revenue growth rate of at least 7% in at least one of the last two fiscal years for existing constituents, the company’s stock must be listed for trading on a US stock exchange and meet minimum liquidity requirements. The Index is reconstituted and rebalanced semi-annually.

WCLD MSCI ESG Analytics Insight

WisdomTree Cloud Computing Fund has an MSCI ESG Fund Rating of AA based on a score of 7.44 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree Cloud Computing Fund ranks in the 82nd percentile within its peer group and in the 89th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

WCLD MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

PERFORMANCE [as of 09/23/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WCLD 6.70% 8.91% 13.61% 43.97% -- -- --
WCLD (NAV) 5.69% 9.76% 15.25% 49.63% -- -- --
BVP Nasdaq Emerging Cloud Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WCLD Summary Data

WisdomTree
09/06/19
Open-Ended Fund
0.45%
$1.36B
$13.47M
0.06%

WCLD Portfolio Data

$41.20B
-115.49
18.23
--
N/A
57

WCLD Index Data

BVP Nasdaq Emerging Cloud Index
Equal
Market Cap
N/A

WCLD Portfolio Management

0.45%
--
--
--

WCLD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

WCLD Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

WCLD Factset Analytics Block Liquidity

As of 09/24/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of WCLD. WCLD is rated a 5 out of 5.

WCLD Tradability

228,528
$13.47M
193,690
$11.49M
0.06%
$0.04
0.04%
0.15% / -0.11%
None
93.00%
25,000
7.75
0.02%
0.05%
534
$61.70
5

WCLD Top 10 Holdings[View All]

nCino, Inc. 2.04%
1.94%
Avalara Inc 1.85%
20.14%

WCLD Countries


WCLD
Segment Benchmark
99.43%
--
0.57%
--

WCLD Regions


WCLD
Segment Benchmark
99.43%
--
0.57%
--

WCLD Economic Development


WCLD
Segment Benchmark
99.43%
--
0.57%
--

WCLD Performance Statistics

--
--
--
--
0.00%
N/A

WCLD MSCI ESG Ratings

7.44 / 10
88.64
81.85
--
1.38%
10.87

WCLD Benchmark Comparison Holdings

57
--
--
0.00%

WCLD Benchmark Comparison Summary


WCLD
Segment Benchmark
57
--
$41.20B
--
-115.49
--
18.23
--
0.00%
--
Low
High

WCLD Benchmark Comparison Market Cap Size


WCLD
Segment Benchmark
50.88%
--
41.24%
--
7.88%
--
0.00%
--