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WCLD - ETF AI Analysis

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WCLD

WisdomTree Cloud Computing Fund (WCLD)

Rating:65Neutral
Price Target:
WCLD, the WisdomTree Cloud Computing Fund, earns a solid overall rating thanks to strong contributors like Paycom, ServiceNow, and Braze, which show robust growth, positive earnings call sentiment, and strategic focus on AI and innovation. However, several holdings such as Wix, Samsara, and ServiceTitan face profitability, valuation, or technical challenges, and the fund’s focus on cloud and SaaS names means investors are exposed to sector-specific risks like high valuations and periods of bearish momentum.
Positive Factors
Focused Cloud Computing Exposure
The fund targets cloud-focused technology companies, giving investors concentrated access to a key growth area in the tech sector.
Balanced Mix of Top Holdings
The largest positions are relatively evenly sized, which helps avoid any single stock dominating the portfolio.
Meaningful Size for a Niche Strategy
The fund has gathered a solid asset base for a specialized cloud ETF, suggesting ongoing investor interest and tradability.
Negative Factors
Weak Recent Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, indicating recent headwinds for its holdings.
Heavy Concentration in Technology
With almost all assets in the technology sector, the fund is highly sensitive to downturns in tech stocks.
High U.S. and Cloud Industry Dependence
The portfolio is almost entirely invested in U.S. companies within a single industry theme, offering little geographic or sector diversification.

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, mainly in the U.S. It holds a basket of tech names that help businesses run online, store data, and deliver software over the internet. Well-known holdings include MongoDB and Twilio. Someone might invest in WCLD to seek growth from the long-term shift toward cloud computing while getting diversification across many cloud companies instead of picking just one stock. A key risk is that it is heavily concentrated in technology and can be very volatile, rising and falling 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 a pure play on U.S. cloud software, with nearly all its firepower aimed at smaller, fast-growing tech names rather than the usual Big Tech giants. Fastly and DigitalOcean are among the brighter spots, with rising momentum helping to pull the fund forward. Cloudflare is more steady than spectacular, contributing but not really setting the pace. On the flip side, names like Intapp, JFrog, UiPath, and Palantir have been lagging lately, acting as a bit of a headwind for this otherwise high-octane cloud basket.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Fastly2.47%$5.35M$4.79B530.80%
63
Neutral
Braze2.17%$4.71M$2.62B-22.19%
76
Outperform
Wix2.11%$4.58M$4.64B-42.83%
63
Neutral
DigitalOcean Holdings2.08%$4.51M$8.01B209.42%
73
Outperform
JFrog1.87%$4.05M$5.90B73.08%
73
Outperform
Cloudflare1.86%$4.04M$74.54B115.31%
61
Neutral
Intapp1.83%$3.97M$2.00B-52.54%
63
Neutral
Samsara1.80%$3.91M$18.26B-6.51%
69
Neutral
Klaviyo, Inc. Class A1.75%$3.80M$5.85B-26.17%
72
Outperform
Twilio1.72%$3.74M$19.93B61.70%
70
Neutral

WCLD Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
28.37
Negative
100DMA
31.44
Negative
200DMA
33.37
Negative
Market Momentum
MACD
-0.37
Negative
RSI
48.22
Neutral
STOCH
64.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCLD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.94, equal to the 50-day MA of 28.37, and equal to the 200-day MA of 33.37, indicating a bearish trend. The MACD of -0.37 indicates Negative momentum. The RSI at 48.22 is Neutral, neither overbought nor oversold. The STOCH value of 64.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WCLD.

WCLD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$226.46M0.45%
65
Neutral
$691.11M0.18%
74
Outperform
$566.45M0.65%
72
Outperform
$442.02M1.03%
74
Outperform
$427.19M0.60%
70
Outperform
$376.96M0.35%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WCLD
WisdomTree Cloud Computing Fund
27.75
-2.64
-8.69%
IETC
iShares Evolved US Technology ETF
GTOP
Goldman Sachs Technology Opportunities ETF
CHPY
YieldMax Semiconductor Portfolio Option Income 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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