Comprehensive Financial Consultants Institutional, Inc. WCLD — WISDOMTREE TR

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  3 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported WISDOMTREE TR (WCLD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows WCLD at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WCLD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCLD stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held WCLD — position size vs. price
% of Fund (quarterly)    WCLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,107 +1,114 +15.9% 0.07% $260K 2026-07-15 $34.69
2025 Q4 ADDED — — — 6,993 +1,101 +18.7% 0.07% $245K 2026-01-29 $30.54
2025 Q3 INITIATED — — — 5,892 — — 0.06% $207K 2025-10-16 $34.13

🏢 Other funds also holding WCLD

As of 2026 Q2 — sorted by position size

Selective Wealth Management, Inc. 3Y 7Y 1.89% Cypress Point Wealth Management, LLC 3Y 0.11% Bison Wealth, LLC 0.05% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 0.01% Carolina Wealth Advisors, LLC 3Y 0.0% EVOLUTION WEALTH MANAGEMENT INC. 0.0% First PREMIER Bank 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% LANARK FINANCIAL, INC. 0.0%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and WCLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning WCLD?

Comprehensive Financial Consultants Institutional, Inc. reported WCLD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported WCLD position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for WCLD was 0.07% in 2025 Q4.

What is the latest reported WCLD position on this page?

The most recent filing on this page is 2026 Q2, when Comprehensive Financial Consultants Institutional, Inc. reported 8,107 shares, equal to 0.07% of portfolio, with an estimated market value of $260K.

What does the chart on this WCLD ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly WCLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Comprehensive Financial Consultants Institutional, Inc. Holdings