Investment objective & strategy
As of Oct. 28, 2025 · prospectusObjective. The WisdomTree Cloud Computing Fund (the Fund) seeks to track the price and yield performance, before fees and expenses, of the BVP Nasdaq Emerging Cloud Index (the Index).
Strategy. The Fund employs a passive management or indexing investment approach designed to track the performance of the Index. The Fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the Index whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the Index as a whole. Cloud computing is a term used to describe the delivery, through the Internet, of computing services, which can include servers, storage, databases, networking, software, analytics, and intelligence. The Index is provided by Nasdaq, Inc. (the Index Provider) and is designed to track the performance of emerging public companies primarily involved in providing cloud computing software and … The Fund employs a passive management or indexing investment approach designed to track the performance of the Index. The Fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the Index whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the Index as a whole. Cloud computing is a term used to describe the delivery, through the Internet, of computing services, which can include servers, storage, databases, networking, software, analytics, and intelligence. The Index is provided by Nasdaq, Inc. (the Index Provider) and is designed to track the performance of emerging public companies primarily involved in providing cloud computing software and services to their customers, which derive the majority of their revenues from business-oriented software products, as determined by Bessemer Venture Partners (BVP), that are both: (i) provided to customers through a cloud delivery model ( e.g. , hosted on remote and multi-tenant server infrastructure, accessed through a web browser or mobile device, or consumed as an Application Programming Interface (API)); and (ii) provided to customers through a cloud economic model ( e.g. , a subscription-based, volume-based or transaction-based offering) (collectively, Cloud Computing Companies). To be eligible for inclusion in the Index, a company must also meet the following criteria as of the Index screening date: (i) have a revenue growth rate of at least 15% for each of the last two full fiscal years for new Index constituents and a revenue growth rate of at least 7% in at least one of the last two fiscal years for existing Index constituents, each as determined by BVP; (ii) have its primary listing on a Nasdaq, New York Stock Exchange, Inc., or Cboe Global Markets Inc. exchange; (iii) have a minimum market capitalization of $500 million; and (iv) have a minimum three-month average daily trading volume of $5 million. The Index also excludes companies based on environmental, social, and governance (ESG) criteria. The ESG criteria generally seeks to exclude from the Indexs eligible investment universe companies that: (i) do not comply with the United Nations Global Compact Principles related to human rights, labor, the environment and anti-corruption; (ii) are involved directly or through corporate ownership in the production and/or distribution of, or the provision of components or services for, controversial weapons ( e.g. , anti-personnel mines, biological and chemical weapons, and nuclear weapons); (iii) derive meaningful revenue ( i.e. , more than 5% of revenue) from small arms manufacture-, sales-, and distribution-related activities; (iv) manufacture tobacco products, supply tobacco-related products and/or services, and/or derive meaningful revenue from the distribution and/or retail sale of tobacco products; or (v) derive meaningful revenue from oil and gas exploration activities in Arctic regions, oil sands extraction activities, shale energy exploration and/or production activities, or thermal coal-based power generation-related activities and/or extraction-related activities. The Index Provider has in the past modified, and may in the future further modify, the ESG criteria applied to determine a companys eligibility to be included in the Index. The Index is reconstituted and rebalanced semi-annually. Securities are equal-dollar weighted in the Index. WisdomTree Asset Management, Inc. (WisdomTree Asset Management or the Adviser) currently uses the Global Industry Classification Standard (GICS ), a widely recognized industry classification methodology developed by MSCI, Inc. and Standard & Poors Financial Services LLC, to identify the extent of the Indexs exposure to a sector or industry. A GICS sector typically is composed of multiple industries. Because the Fund seeks to track the Index, it is expected to have the same sector and industry exposure as the Index. While the Indexs and the Funds sector exposure may vary from time to time, as of September 30, 2025, the Index, and, therefore, the Fund, had significant exposure ( e.g. , approximately 15% or more of the Indexs total weight) to the Information Technology Sector. To the extent the Index is concentrated in the securities of companies assigned to a particular industry or group of industries, the Fund will seek to concentrate its investments (i.e., invest more than 25% of its assets) in such industry or group of industries to approximately the same extent as the Index. As of September 30, 2025, the Index, and, therefore, the Fund, concentrates in companies in the Software & Services Industry Group. As of September 30, 2025, the equity securities of companies that conduct their Primary Business Activities in the United States comprised a significant portion of the Funds holdings ( e.g. , approximately 15% or more), although the Funds geographic exposure may change from time to time.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| FASTLY INC CL A | — | $5.81M | 2.51% |
| BRAZE INC-A | — | $4.95M | 2.14% |
| DIGITALOCEAN HOLDINGS INC | — | $4.87M | 2.10% |
| WIX.COM LTD | — | $4.84M | 2.09% |
| JFROG LTD | — | $4.50M | 1.94% |
| SAMSARA INC-CL A | — | $4.26M | 1.84% |
| INTAPP INC | — | $4.23M | 1.83% |
| CLOUDFLARE INC-A | — | $4.21M | 1.82% |
| KLAVIYO INC-A | — | $4.06M | 1.75% |
| TWILIO INC CLASS A | — | $4.01M | 1.73% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| First Trust Cloud Computing ETF · SKYY | 41% | 0.60% |
| Select Software and IT Services Portfolio · FSCSX | 32% | 0.62% |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF · XSW | 32% | 0.35% |
Advisers
| Firm | Role |
|---|---|
| Mellon Investments Corporation | Sub-adviser |
| WisdomTree Asset Management, Inc. | Adviser |
Footnotes
- Expense ratio as of October 28, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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