Do SKYY and WCLD hold the same stocks?

By their latest filings, 40% 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.

Which is more different from the S&P 500, SKYY or WCLD?

SKYY has 41% of its weight in S&P 500 names and WCLD has 16%, so WCLD differs more from the index.

Which is cheaper, SKYY or WCLD?

SKYY charges 0.60% a year and WCLD charges 0.45%, so WCLD is cheaper. Fees come from each fund's prospectus.

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SKYY vs WCLD: which is really different?

SKYY and WCLD hold 40% of their weight in the same names, and SKYY returned +22.0% over the year. First Trust Cloud Computing ETF and WisdomTree Cloud Computing Fund.

41.3%

SKYY in the S&P 500

15.7%

WCLD in the S&P 500

+22.0%

SKYY total return, 1 year

+15.5%

WCLD total return, 1 year

SKYY · 1 year to Sep 30, 202659% of its weight is outside the S&P 500

41% of SKYY's weight is in S&P 500 companies and 59% is outside the index

WCLD · 1 year to Sep 30, 202684% of its weight is outside the S&P 500

16% of WCLD's weight is in S&P 500 companies and 84% is outside the index

ETFIQ Off-Index Score · WCLD scores higherHow much of it is not the index it is sold as an alternative to?

SKYY 20.3

WCLD 53.2

0.1, the lowest in this set92.0, the highest

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, SKYY and WCLD hold 40% 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 and Sep 30, 2026.

50%

half

40% in common

Positions both hold, largest shared weight first

Holding SKYY WCLD

DigitalOcean Holdings, Inc. 4.19% 3.28%

Twilio Inc. (Class A) 2.16% 2.42%

Rubrik, Inc. (Class A) 2.14% 2.12%

Cloudflare, Inc. (Class A) 2.64% 1.84%

SentinelOne, Inc. (Class A) 1.87% 1.74%

Nutanix, Inc. (Class A) 3.57% 1.70%

GitLab Inc. (Class A) 1.76% 1.54%

Five9, Inc. 1.47% 1.46%

Atlassian Corporation (Class A) 1.60% 1.36%

Fastly, Inc. (Class A) 1.96% 1.35%

RingCentral, Inc. (Class A) 1.86% 1.31%

MongoDB, Inc. 2.23% 1.29%

Only in SKYY

Everpure, Inc. (Class A) 4.89%

Arista Networks, Inc. 3.62%

Alphabet Inc. (Class A) 3.52%

Microsoft Corporation 3.51%

Amazon.com, Inc. 3.33%

International Business Machines Corporation 3.27%

Oracle Corporation 3.20%

CoreWeave, Inc. (Class A) 2.97%

Only in WCLD

JFROG LTD 3.20%

TENABLE HOLDINGS INC 2.46%

OKTA INC 2.44%

PAGERDUTY INC 1.95%

FRESHWORKS INC 1.80%

AGILYSYS INC 1.76%

BRAZE INC 1.67%

DYNATRACE INC 1.65%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

40% 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	SKYY	WCLD	SKYY	WCLD	SKYY	WCLD
3 months	+20.3%	+22.4%	+17.8 pts	+19.8 pts	+18.2 pts	+20.2 pts
6 months	+48.6%	+47.9%	+31.7 pts	+30.9 pts	+21.8 pts	+21.0 pts
1 year	+22.0%	+15.5%	+6.3 pts	−0.2 pts	−1.8 pts	−8.3 pts
3 years	+116.0%	+37.1%	+31.1 pts	−47.9 pts	+6.0 pts	−72.9 pts
Since launch SKYY Jul 2011 · WCLD Sep 2019	+736.3%	+60.4%	+92.7 pts	−123.9 pts	−608.6 pts	−243.3 pts

SKYY 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

SKYY

First Trust Cloud Computing ETF · Holds 66 stocks in cloud and software, 41% of its weight in S&P 500 companies

WCLD

WisdomTree Cloud Computing Fund · Holds 64 stocks in cloud and software, 16% of its weight in S&P 500 companies

Issuer First Trust WisdomTree

Theme Cloud and software Cloud and software

In the S&P 500 41.3% 15.7%

Active share vs the S&P 500 86.0% 98.2%

In the Nasdaq-100 21.0% 14.4%

Holdings 66 64

Top ten, share of the fund 36.1% 26.5%

Expense ratio 0.60% 0.45%

Fee for the differing part 0.70% 0.46%

Total return, 1 year +22.0% +15.5%

vs the S&P 500 +6.3 pts −0.2 pts

vs the Nasdaq-100 −1.8 pts −8.3 pts

Below its high −2.9% −37.8%

Net assets $3.3bn $280m

SKYY and WCLD on the same fields, as of Sep 30, 2026. Source: ETFIQ.

SKYY in plain words

By weight, 41% of SKYY's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 86%. The top ten holdings are 36% of the fund across 66 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned +22.0% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 6.3 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 SKYY and WCLD hold the same stocks?: By their latest filings, 40% 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.
Which is more different from the S&P 500, SKYY or WCLD?: SKYY has 41% of its weight in S&P 500 names and WCLD has 16%, so WCLD differs more from the index.
Which is cheaper, SKYY or WCLD?: SKYY charges 0.60% a year and WCLD charges 0.45%, so WCLD is cheaper. Fees come from each fund's prospectus.

Other comparisons

SKYY vs CLOD SKYY vs CLOU SKYY vs XIGV SKYY vs XSW WCLD vs CLOD WCLD vs CLOU WCLD vs XIGV WCLD vs XSW

SKYY on its own →WCLD on its own →How every figure is computed →Standards and sources →

Where these figures came from

SKYY filings on SEC EDGAR ↗SKYY prospectus with the expense ratio (SEC) ↗First Trust page for SKYY ↗WCLD filings on SEC EDGAR ↗WCLD prospectus with the expense ratio (SEC) ↗WisdomTree page for WCLD ↗

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.

Cite this page

ETFIQ, SKYY against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/skyy-vs-wcld

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.