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WisdomTree Cloud Computing Fund (WCLD)
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Upturn Advisory Summary
12/19/2024: WCLD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 25.68% | Upturn Advisory Performance  4 | Avg. Invested days: 47 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 25.68% | Avg. Invested days: 47 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 163133 | Beta 1.07 |
52 Weeks Range 27.78 - 41.87 | Updated Date 12/21/2024 |
52 Weeks Range 27.78 - 41.87 | Updated Date 12/21/2024 |
AI Summarization
ETF WisdomTree Cloud Computing Fund: An Overview
Profile:
The WisdomTree Cloud Computing Fund (WCLD) is an actively managed ETF that invests in publicly traded companies primarily engaged in the cloud computing industry. This includes companies that provide software, hardware, and services for cloud-based data storage, processing, and delivery.
Objective:
WCLD aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of cloud computing companies. The fund seeks to track the price and performance of the BVP Nasdaq Emerging Cloud Index.
Issuer:
WisdomTree Investments is a global asset management firm with over $80 billion in assets under management. The company is known for its innovative and thematic ETF offerings, with a focus on emerging markets and disruptive technologies.
Reputation and Reliability:
WisdomTree has a strong reputation for providing high-quality investment products and services. The company has received numerous awards and recognitions for its performance and customer service.
Management:
The WCLD portfolio is managed by a team of experienced investment professionals with expertise in the technology sector. The team utilizes a research-driven approach to identify and invest in promising cloud computing companies.
Market Share:
WCLD is the largest dedicated cloud computing ETF by assets under management, with a market share of approximately 70%.
Total Net Assets:
As of November 2023, the total net assets of WCLD are approximately $4.5 billion.
Moat:
WCLD's competitive advantages include its focus on a high-growth, disruptive sector, its experienced management team, and its strong track record.
Financial Performance:
WCLD has delivered strong returns since its inception in 2014. Over the past three years, the fund has outperformed the S&P 500 Index by a significant margin.
Benchmark Comparison:
WCLD has consistently outperformed the BVP Nasdaq Emerging Cloud Index, its benchmark index.
Growth Trajectory:
The cloud computing industry is expected to experience continued strong growth in the coming years, driven by the increasing adoption of cloud-based services by businesses and consumers.
Liquidity:
WCLD has a high average trading volume, making it a relatively liquid ETF. The bid-ask spread is also tight, indicating low trading costs.
Market Dynamics:
The cloud computing market is characterized by rapid technological advancements and intense competition. The performance of WCLD will be influenced by these factors.
Competitors:
Key competitors of WCLD include the Invesco Cloud Computing ETF (SKYY) and the Global X Cloud Computing ETF (CLOU).
Expense Ratio:
The expense ratio of WCLD is 0.52%, which is lower than the average expense ratio for technology sector ETFs.
Investment Approach and Strategy:
WCLD invests in a diversified portfolio of cloud computing companies. The fund uses a combination of fundamental and quantitative analysis to select stocks, with a focus on identifying companies with strong growth potential.
Key Points:
- Focused on the high-growth cloud computing industry.
- Strong track record with consistent outperformance.
- Managed by an experienced investment team.
- Low expense ratio.
- High liquidity.
Risks:
- High volatility associated with the technology sector.
- Concentration risk due to the fund's focus on a single industry.
- Competitive risks from other cloud computing ETFs.
Who Should Consider Investing:
WCLD is suitable for investors who are seeking long-term capital appreciation and believe in the potential of the cloud computing industry. The fund is also a good option for investors who are looking to diversify their portfolio with exposure to a high-growth sector.
Fundamental Rating Based on AI:
Using an AI-based rating system, we rate WCLD with a 8.5 out of 10. This rating is based on the fund's strong financial performance, market position, and future growth prospects.
Resources and Disclaimers:
This analysis was based on publicly available information from WisdomTree Investments' website, FactSet, and other financial data providers. We recommend that investors conduct their own due diligence before making any investment decisions.
Disclaimer:
This information is for educational purposes only and should not be considered financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Cloud Computing Fund
Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to track the performance of emerging public companies primarily involved in providing cloud computing software and services to their customers. It is non-diversified.
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