WisdomTree Cloud Computing ETF Down 0.30% Despite Fastly’s 64% Rally on Record Quarter
WisdomTree Cloud Computing Fund shares fell 0.30% after Fastly, which represents 2.15% of the ETF, soared 64.45% to its 52-week high on record Q4 revenue of $172.6 M and 12¢ EPS. Fastly’s surge underscores WCLD’s sensitivity to performance of its top constituents.
1. Fastly Posts Record Q4 Results
Fastly reported fourth-quarter revenue of $172.6 million, a 23% year-over-year increase, and earnings of $0.12 per share, doubling estimates. The stock surged 64.45% to a new 52-week high, driven by robust gross margin expansion and strong fiscal 2026 guidance.
2. ETF Reacts to Fastly’s Surge
Shares of WisdomTree Cloud Computing Fund declined 0.30% despite Fastly’s rally, reflecting the fund’s 2.15% weighting in the company. The move highlights WCLD’s volatility exposure and the influence of its largest cloud infrastructure holdings.