Fund index
WCLD
5 articles on this site analyse WCLD — 1 of them head-on.
Measured concentration
as of 2026-06-30WCLD reports 66 positions, but the weights make it behave like about 56.2 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.
The same filing says what kind of price those positions carry: 98.48% of WCLD is held at a quoted market price, across 4 issuer countries . Comparisons across every fund are in the valuation table, and what a low share does and does not mean is worth reading before drawing a conclusion from it.
Every filing since 2019
28Between 2019-09-30 and 2026-06-30, WCLD went from behaving like 48.8 equally weighted positions to 56.2 — 15% more, while its top ten went from 24.46% to 26.53% of net assets. Read across the funds on the concentration-over-time table.
| Period | Holdings | Effective | Top 10 | Largest |
|---|---|---|---|---|
| 2026-06-30 | 66 | 56.2 | 26.53% | 3.28% |
| 2026-03-31 | 66 | 62.5 | 19.76% | 2.51% |
| 2025-12-31 | 70 | 64.3 | 21.46% | 2.73% |
| 2025-09-30 | 71 | 65.5 | 18.34% | 2.49% |
| 2025-06-30 | 70 | 63.7 | 20.06% | 2.43% |
| 2025-03-31 | 70 | 63.7 | 18.65% | 2.89% |
| 2024-12-31 | 66 | 61.8 | 20.03% | 2.29% |
| 2024-09-30 | 66 | 64.3 | 17.31% | 1.83% |
| 2024-06-30 | 68 | 62.5 | 20.4% | 2.4% |
| 2024-03-31 | 68 | 65.2 | 18.05% | 1.98% |
| 2023-12-31 | 71 | 66.2 | 19.66% | 2.35% |
| 2023-09-30 | 72 | 69.4 | 16.6% | 1.95% |
| 2023-06-30 | 68 | 60.4 | 21.64% | 2.96% |
| 2023-03-31 | 71 | 65.5 | 18.87% | 2.63% |
| 2022-12-31 | 76 | 68.3 | 19.63% | 2.35% |
| 2022-09-30 | 76 | 58.5 | 20.82% | 5.94% |
| 2022-06-30 | 76 | 61.5 | 22.05% | 4.43% |
| 2022-03-31 | 77 | 70.1 | 18.39% | 2.77% |
| 2021-12-31 | 59 | 54.4 | 24.41% | 2.82% |
| 2021-09-30 | 59 | 57.5 | 19.98% | 2.37% |
| 2021-06-30 | 59 | 51.2 | 25.05% | 3.88% |
| 2021-03-31 | 59 | 54.9 | 21.68% | 2.64% |
| 2020-12-31 | 55 | 48.6 | 25.6% | 3.75% |
| 2020-09-30 | 55 | 36.8 | 29.49% | 9.12% |
| 2020-06-30 | 53 | 31.8 | 37.62% | 9.81% |
| 2020-03-31 | 53 | 30.5 | 34.5% | 11.25% |
| 2019-12-31 | 49 | 32.3 | 33.48% | 9.71% |
| 2019-09-30 | 50 | 48.8 | 24.46% | 2.95% |
One row per filed reporting period, newest first, read from EDGAR. Quarterly because that is the public filing cadence. Rows marked * are published but held out of the comparison above; the methodology page says when and why.
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Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.