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WCLD - ETF AI Analysis

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WCLD

WisdomTree Cloud Computing Fund (WCLD)

Rating:66Neutral
Price Target:
WCLD, the WisdomTree Cloud Computing Fund, has a solid overall rating driven by strong, innovative holdings like Okta, Palo Alto Networks, Datadog, and Twilio, which benefit from robust revenue growth, positive earnings sentiment, and strategic focus on AI and security. However, weaker names such as Snowflake, Tenable, and Cloudflare, which face profitability, leverage, and valuation challenges, hold the fund back somewhat. The main risk for WCLD is its concentration in cloud and AI-focused technology companies, which can make the ETF more sensitive to sector downturns and shifts in market sentiment toward high-growth, high-valuation stocks.
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past one and three months, suggesting positive recent momentum despite a weaker year-to-date result.
Top Holdings with Solid Gains
Many of the largest positions, including well-known cloud and cybersecurity names, have delivered strong year-to-date gains that support the fund’s performance.
Focused Exposure to Cloud Technology
The fund concentrates on cloud computing and related technology companies, giving investors targeted access to a fast-growing area of the tech market.
Negative Factors
High Sector Concentration
With most assets in technology, the ETF is heavily exposed to swings in the tech sector and may be more volatile than a broadly diversified fund.
Limited Geographic Diversification
Almost all holdings are U.S.-based, so investors get little protection from owning companies in other regions or currencies.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.

WCLD vs. SPDR S&P 500 ETF (SPY)

WCLD Summary

The WisdomTree Cloud Computing Fund (WCLD) is an ETF that follows the BVP Nasdaq Emerging Cloud index, focusing on fast-growing cloud software and services companies. It holds U.S.-based tech firms that help businesses run online, including well-known names like Palo Alto Networks and CrowdStrike. Investors might consider WCLD if they want growth potential from the rising use of cloud technology and a diversified basket of cloud-focused stocks instead of picking single companies. However, this fund is heavily tilted toward technology and cloud businesses, so its price can be quite volatile and may rise or fall sharply with the tech sector.
How much will it cost me?The WisdomTree Cloud Computing Fund (WCLD) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on a specific niche in the cloud computing sector, requiring more research and management effort.
What would affect this ETF?The WisdomTree Cloud Computing Fund (WCLD) could benefit from the increasing adoption of cloud-based services as businesses continue to digitize operations, driving demand for its top holdings like MongoDB and Snowflake. However, rising interest rates or economic slowdowns may negatively impact growth-oriented technology companies, and regulatory changes in the U.S. technology sector could pose additional risks.

WCLD Top 10 Holdings

WCLD is essentially a pure play on U.S. cloud software, with security and data platforms steering the ship. Datadog, Palo Alto Networks, and CrowdStrike have been rising steadily, acting as key engines of recent performance, while Okta and Snowflake add more fuel with strong momentum tied to AI and cybersecurity themes. On the flip side, JFrog and DigitalOcean have seen more mixed, sometimes lagging action, reminding investors that not every cloud name is floating higher. Overall, the fund is highly concentrated in tech, especially cloud and security, with little exposure beyond the U.S.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Datadog2.78%$7.57M$95.39B96.65%
69
Neutral
Palo Alto Networks2.67%$7.28M$270.44B103.00%
73
Outperform
JFrog2.54%$6.91M$9.66B83.85%
73
Outperform
CrowdStrike Holdings2.36%$6.42M$194.34B78.11%
67
Neutral
Okta2.29%$6.24M$24.67B49.20%
75
Outperform
DigitalOcean Holdings2.22%$6.03M$13.74B335.02%
73
Outperform
Twilio2.09%$5.70M$29.95B62.88%
70
Neutral
Snowflake2.04%$5.55M$101.65B40.68%
54
Neutral
Tenable Holdings1.97%$5.36M$3.60B6.77%
61
Neutral
PagerDuty1.93%$5.25M$815.96M-31.52%
63
Neutral

WCLD Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
32.52
Positive
100DMA
30.14
Positive
200DMA
31.46
Positive
Market Momentum
MACD
0.88
Negative
RSI
65.38
Neutral
STOCH
83.87
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCLD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.32, equal to the 50-day MA of 32.52, and equal to the 200-day MA of 31.46, indicating a bullish trend. The MACD of 0.88 indicates Negative momentum. The RSI at 65.38 is Neutral, neither overbought nor oversold. The STOCH value of 83.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WCLD.

WCLD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$273.09M0.45%
66
Neutral
$709.74M0.98%
62
Neutral
$688.90M0.65%
73
Outperform
$668.30M0.18%
74
Outperform
$582.50M0.60%
66
Neutral
$450.14M0.35%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WCLD
WisdomTree Cloud Computing Fund
36.58
1.37
3.89%
QQH
HCM Defender 100 Index ETF
GTOP
Goldman Sachs Technology Opportunities ETF
IETC
iShares Evolved US Technology ETF
PTF
Invesco DWA Technology Momentum ETF
XSW
SPDR S&P Software & Services ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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