OCFS vs. WCLD ETF Comparison

Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to WisdomTree Cloud Computing Fund (WCLD)
OCFS

Professionally Managed Portfolios Otter Creek Focus Strategy ETF

OCFS Description

The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.

Grade (RS Rating)

Last Trade

$27.60

Average Daily Volume

1,237

Number of Holdings *

20

* may have additional holdings in another (foreign) market
WCLD

WisdomTree Cloud Computing Fund

WCLD Description The WisdomTree Cloud Computing Fund seeks to track the price and yield performance, before fees and expenses, of the BVP Nasdaq Emerging Cloud Index, an equally weighted Index designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers.

Grade (RS Rating)

Last Trade

$38.77

Average Daily Volume

85,193

Number of Holdings *

62

* may have additional holdings in another (foreign) market
Performance
Period OCFS WCLD
30 Days -1.99% 11.61%
60 Days 3.23% 16.83%
90 Days 9.77% 19.42%
12 Months 23.02%
1 Overlapping Holdings
Symbol Grade Weight in OCFS Weight in WCLD Overlap
DT D 4.61% 1.35% 1.35%
OCFS Overweight 19 Positions Relative to WCLD
Symbol Grade Weight
VRT A 9.08%
COHR B 6.28%
PSN D 5.86%
PWR A 5.36%
FLEX A 4.5%
GLW B 4.44%
MMM D 4.42%
LHX B 4.28%
BRO B 3.78%
CLH C 3.6%
TTEK F 3.47%
WRB A 3.46%
PTC B 3.25%
VLTO C 3.22%
GEHC C 3.17%
NDAQ A 3.05%
AVTR F 3.01%
HUBB B 2.05%
CMPO B 1.84%
OCFS Underweight 61 Positions Relative to WCLD
Symbol Grade Weight
BILL A -2.27%
TOST A -2.24%
TEAM B -2.09%
TWLO A -2.03%
SHOP B -1.83%
DOCU B -1.82%
SQ A -1.81%
QTWO A -1.8%
HUBS A -1.78%
PAYC B -1.77%
CRWD B -1.75%
GTLB B -1.74%
ZM B -1.74%
IOT A -1.73%
CWAN B -1.7%
FRSH C -1.7%
CFLT B -1.68%
AI B -1.68%
PCTY B -1.65%
PYPL B -1.61%
CRM B -1.6%
NOW B -1.6%
PCOR C -1.58%
IBUY B -1.58%
S C -1.55%
BOX B -1.53%
DBX C -1.52%
NCNO B -1.52%
NET B -1.52%
PANW A -1.51%
DDOG A -1.51%
MDB C -1.5%
QLYS C -1.5%
WK C -1.5%
FIVN C -1.48%
SMAR A -1.47%
WDAY C -1.46%
ZUO B -1.46%
BL C -1.46%
WIX A -1.46%
FROG C -1.43%
VEEV C -1.42%
ZI C -1.4%
PATH C -1.39%
ZS C -1.38%
RNG C -1.37%
FSLY F -1.35%
APPF C -1.35%
ASAN C -1.34%
DOCN D -1.32%
SNOW C -1.32%
BIGC C -1.31%
TENB D -1.27%
PD C -1.27%
MNDY D -1.27%
ADBE D -1.17%
SPT C -1.14%
CXM C -1.13%
BRZE C -1.12%
ESTC C -1.06%
OKTA D -1.0%
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