# Portfolio overlap — XSW vs WCLD

Comparing **State Street(R) SPDR(R) S&P(R) Software & Services ETF** (2026-03-31) and **WisdomTree Cloud Computing Fund** (2026-03-31).

- Shared positions: 47
- State Street(R) SPDR(R) S&P(R) Software & Services ETF covered by WisdomTree Cloud Computing Fund: 0.3173942638268496986101695030
- WisdomTree Cloud Computing Fund covered by State Street(R) SPDR(R) S&P(R) Software & Services ETF: 0.3173942638268496986101695030

## State Street(R) SPDR(R) S&P(R) Software & Services ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.083261 |  |
| BRAZE INC-A | 0.009038 | ✓ |
| A10 NETWORKS INC | 0.007956 |  |
| UNITY SOFTWARE INC | 0.007915 |  |
| CLEAR SECURE INC | 0.007796 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.007624 |  |
| ARTERIS INC | 0.007609 |  |
| KYNDRYL HOLDINGS INC | 0.007492 |  |
| ADEIA INC | 0.007436 |  |
| DXC TECHNOLOGY CO | 0.007394 |  |
| BLACKLINE INC | 0.007381 | ✓ |
| ELECTRONIC ARTS INC | 0.007356 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.007337 |  |
| PROCORE TECHNOLOGIES INC | 0.007330 | ✓ |
| ONESTREAM INC | 0.007320 |  |
| INTAPP INC | 0.007312 | ✓ |
| SPRINKLR INC-A | 0.007261 | ✓ |
| ROPER TECHNOLOGIES INC | 0.007261 |  |
| FRESHWORKS INC CL A | 0.007240 | ✓ |
| ASGN INC | 0.007237 |  |
| SEMRUSH HOLDINGS INC | 0.007225 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.007189 |  |
| NUTANIX INC CL A | 0.007170 | ✓ |
| ACI WORLDWIDE INC | 0.007154 |  |
| SAMSARA INC-CL A | 0.007125 | ✓ |
| DOCUSIGN INC | 0.007124 | ✓ |
| GARTNER INC | 0.007120 |  |
| ACCENTURE PLC CL A | 0.007113 |  |
| INTUIT INC | 0.007100 |  |
| DYNATRACE INC | 0.007099 | ✓ |
| TYLER TECHNOLOGIES INC | 0.007091 |  |
| COGNIZANT TECH SOLUTIONS CL A | 0.007088 |  |
| KLAVIYO INC-A | 0.007084 | ✓ |
| FORTINET INC | 0.007077 |  |
| AGILYSYS INC | 0.007077 | ✓ |
| PEGASYSTEMS INC | 0.007043 |  |
| ONESPAN INC | 0.007035 |  |
| INTL BUS MACH CORP | 0.007025 |  |
| PALO ALTO NETWORKS INC | 0.007011 | ✓ |
| N-ABLE INC | 0.007003 |  |
| TRIMBLE INC | 0.006976 |  |
| I3 VERTICALS INC CL A | 0.006962 |  |
| COMMVAULT SYSTEMS INC | 0.006961 |  |
| PALANTIR TECHNOLOGIES INC | 0.006960 | ✓ |
| SALESFORCE INC | 0.006935 | ✓ |
| WORKIVA INC | 0.006930 | ✓ |
| RINGCENTRAL INC CL A | 0.006917 | ✓ |
| BOX INC- CLASS A | 0.006914 |  |
| EPAM SYSTEMS INC | 0.006894 |  |
| MARATHON DIGITAL HOLDINGS INC | 0.006884 |  |

## WisdomTree Cloud Computing Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FASTLY INC CL A | 0.024974 |  |
| BRAZE INC-A | 0.021288 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.020940 |  |
| WIX.COM LTD | 0.020840 |  |
| JFROG LTD | 0.019345 |  |
| SAMSARA INC-CL A | 0.018331 | ✓ |
| INTAPP INC | 0.018212 | ✓ |
| CLOUDFLARE INC-A | 0.018098 |  |
| KLAVIYO INC-A | 0.017465 | ✓ |
| TWILIO INC CLASS A | 0.017259 |  |
| PROCORE TECHNOLOGIES INC | 0.016875 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.016780 | ✓ |
| FRESHWORKS INC CL A | 0.016748 | ✓ |
| PALO ALTO NETWORKS INC | 0.016696 | ✓ |
| SPRINKLR INC-A | 0.016610 | ✓ |
| PAYCOM SOFTWARE INC | 0.016507 |  |
| DOCUSIGN INC | 0.016493 | ✓ |
| OKTA INC CL A | 0.016492 |  |
| CELLEBRITE DI LTD | 0.016281 |  |
| HUBSPOT INC | 0.016232 | ✓ |
| DYNATRACE INC | 0.016217 | ✓ |
| UIPATH INC -CL A | 0.015978 | ✓ |
| BLACKLINE INC | 0.015940 | ✓ |
| PAYLOCITY HOLDING CORP | 0.015873 |  |
| DATADOG INC CL A | 0.015855 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.015601 | ✓ |
| SALESFORCE INC | 0.015591 | ✓ |
| SERVICENOW INC | 0.015563 | ✓ |
| SENTINELONE INC | 0.015445 | ✓ |
| TOAST INC-A | 0.015202 |  |
| RUBRIK INC-A | 0.015161 | ✓ |
| ZETA GLOBAL HOLDINGS CORP | 0.015149 | ✓ |
| VEEVA SYSTEMS-A | 0.015106 |  |
| WORKIVA INC | 0.015049 | ✓ |
| NCINO INC | 0.014929 | ✓ |
| SPS COMMERCE INC | 0.014875 | ✓ |
| NUTANIX INC CL A | 0.014826 | ✓ |
| SERVICETITAN INC-A | 0.014794 | ✓ |
| QUALYS INC | 0.014766 | ✓ |
| PAGERDUTY INC | 0.014628 | ✓ |
| RINGCENTRAL INC CL A | 0.014596 | ✓ |
| SHOPIFY INC CL A | 0.014591 |  |
| WORKDAY INC CL A | 0.014589 | ✓ |
| ADOBE INC | 0.014543 | ✓ |
| SAILPOINT INC | 0.014517 | ✓ |
| Q2 HOLDINGS INC | 0.014432 | ✓ |
| APPFOLIO INC - A | 0.014257 | ✓ |
| ALKAMI TECHNOLOGY INC | 0.014253 | ✓ |
| MONDAY.COM LTD | 0.014146 |  |
| AGILYSYS INC | 0.014031 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055484` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055484/0001410368-26-055484-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022925` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026022925/0000940400-26-022925-index.htm>

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