AE Wealth Management’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

AE Wealth Management’s Portfolio HYIN Stock Details HYIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88K	Hold	200	–	–	﹤0.01%	2444
2025 Q4	$3.18K	Hold	200	–	–	﹤0.01%	2289
2025 Q3	$3.34K	Hold	200	–	–	﹤0.01%	2121
2025 Q2	$3.44K	Hold	200	–	–	﹤0.01%	1997
2025 Q1	$3.56K	Hold	200	–	–	﹤0.01%	1976
2024 Q4	$3.59K	Buy	+200	New	+$3.7K	﹤0.01%	1947

Other funds holding HYIN

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $186M AUM

AE Wealth Management's HYIN Position: Q1 2026 in Review

AE Wealth Management held its WisdomTree Private Credit and Alternative Income Fund (HYIN) position steady in Q1 2026 at 200 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

AE Wealth Management first reported a position in HYIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59K in Q4 2024. 14 funds tracked by Wall St. Rank hold HYIN as of Q1 2026.

AE Wealth Management held 200 shares of WisdomTree Private Credit and Alternative Income Fund worth $2.88K as of Q1 2026.
AE Wealth Management left its WisdomTree Private Credit and Alternative Income Fund share count unchanged in Q1 2026.
WisdomTree Private Credit and Alternative Income Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2444 holding.
AE Wealth Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's WisdomTree Private Credit and Alternative Income Fund position peaked at $3.59K in Q4 2024.
14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.