CLOD vs WCLD: which is really different?
CLOD and WCLD hold 22% of their weight in the same names, and WCLD returned +15.5% over the year. Themes Cloud Computing ETF and WisdomTree Cloud Computing Fund.
70% of CLOD's weight is in S&P 500 companies and 30% is outside the index
16% of WCLD's weight is in S&P 500 companies and 84% is outside the index
A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →
What they hold in common
By the books each fund has filed, CLOD and WCLD hold 22% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
half
22% in common
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.
22% of the two portfolios are the same securities at the same weight.
Performance, window by window
| Total return | vs the S&P 500 | vs the Nasdaq-100 | ||||
|---|---|---|---|---|---|---|
| Window | CLOD | WCLD | CLOD | WCLD | CLOD | WCLD |
| 3 months | +11.1% | +22.4% | +8.6 pts | +19.8 pts | +9.0 pts | +20.2 pts |
| 6 months | +36.6% | +47.9% | +19.7 pts | +30.9 pts | +9.8 pts | +21.0 pts |
| 1 year | +0.1% | +15.5% | −15.7 pts | −0.2 pts | −23.7 pts | −8.3 pts |
| 3 years | not published | +37.1% | not published | −47.9 pts | not published | −72.9 pts |
| Since launch CLOD Dec 2023 · WCLD Sep 2019 | +41.6% | +60.4% | −26.2 pts | −123.9 pts | −44.0 pts | −243.3 pts |
CLOD and WCLD over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →
On the same fields
CLOD and WCLD on the same fields, as of Sep 30, 2026. Source: ETFIQ.
CLOD in plain words
By weight, 70% of CLOD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 87%. The top ten holdings are 47% of the fund across 51 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +0.1% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 15.7 pts.
WCLD in plain words
By weight, 16% of WCLD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 26% of the fund across 64 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +15.5% with distributions reinvested against +15.7% for the S&P 500, so a holder was about even. It sits 37.8% below its all-time high of Nov 9, 2021.
Questions people ask
- Do CLOD and WCLD hold the same stocks?
- By their latest filings, 22% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.
ETFIQ, CLOD against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clod-vs-wcld
Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.
Cite this page. ETFIQ, CLOD against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clod-vs-wcld Free to use with attribution; the underlying files are at Open data.
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- ETFIQ. (Sep 30, 2026). CLOD against WCLD. Retrieved from https://etfiq.com/compare/themes/clod-vs-wcld
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