· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $35.46Day +1.96%1Y −2.5%Off 52W high −4.1%Vol (1Y) 37.2%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,319 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.6d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
WCLD is not in the screener universe.
| YTD+1.3% |
| 1Y−2.5% |
| 3Y+2.8% |
| 5Y+34.9% |
| Since incept. (ann.)+5.0% |
Total return through 2026-07-29 · series begins 2019-09-06. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)37.2% |
| Ann. volatility (3Y)31.5% |
| Sharpe (1Y)0.10 |
| Sharpe (3Y)0.22 |
| Max drawdown (1Y)−34.7% |
| Max drawdown (3Y)−42.1% |
| Beta (3Y vs SPY)1.18 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 1.3M | $35M | — | +582.5% |
| Endurance Services Ltd | 354,500 | $10M | — | +0.0% |
| Clearwater Capital Advisors, LLC | 261,011 | $7M | — | +19.2% |
| Concentric Capital Strategies, LP | 260,102 | $7M | — | new |
| TWO SIGMA INVESTMENTS, LP | 213,686 | $6M | — | +24.7% |
| Selective Wealth Management, Inc. | 210,060 | $6M | — | −19.6% |
| Curi Capital, LLC | 190,934 | $5M | — | +428.4% |
| BANK OF AMERICA CORP /DE/ | 174,838 | $5M | — | +332.2% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for WCLD.
