AE Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Buy	3,163 +549	+21%	+$25.2K	﹤0.01%	1814
2026 Q1	$119K	Sell	2,614 -99	-4%	-$4.58K	﹤0.01%	1746
2025 Q4	$126K	Buy	2,713 +884	+48%	+$41.1K	﹤0.01%	1632
2025 Q3	$85.2K	Buy	1,829 +47	+3%	+$2.18K	﹤0.01%	1607
2025 Q2	$82.2K	Sell	1,782 -138	-7%	-$6.23K	﹤0.01%	1528
2025 Q1	$86.6K	Sell	1,920 -935	-33%	-$42.5K	﹤0.01%	1476
2024 Q4	$129K	Buy	+2,855	New	+$131K	﹤0.01%	1374
2024 Q1	–	Sell	-64,523	Closed	-$2.92M	–	2046
2023 Q4	$2.92M	Buy	64,523 +1,889	+3%	+$82.6K	0.01%	773
2023 Q3	$2.71M	Sell	62,634 -151	-0.2%	-$6.66K	0.02%	749
2023 Q2	$2.77M	Buy	62,785 +118	+0.2%	+$5.2K	0.02%	731
2023 Q1	$2.8M	Buy	62,667 +4,577	+8%	+$204K	0.02%	682
2022 Q4	$2.55M	Buy	58,090 +1,601	+3%	+$70.8K	0.02%	660
2022 Q3	$2.41M	Sell	56,489 -563,657	-91%	-$25.6M	0.02%	639
2022 Q2	$27.3M	Sell	620,146 -59,989	-9%	-$2.8M	0.22%	111
2022 Q1	$33.6M	Buy	680,135 +49,151	+8%	+$2.47M	0.23%	98
2021 Q4	$33.1M	Buy	630,984 +71,583	+13%	+$3.74M	0.23%	101
2021 Q3	$29.4M	Buy	559,401 +13,442	+2%	+$710K	0.24%	92
2021 Q2	$28.8M	Buy	545,959 +7,274	+1%	+$381K	0.25%	95
2021 Q1	$28M	Sell	538,685 -168,155	-24%	-$8.78M	0.28%	82
2020 Q4	$37.1M	Buy	706,840 +222,632	+46%	+$11.4M	0.42%	49
2020 Q3	$24.2M	Sell	484,208 -3,687	-0.8%	-$186K	0.35%	60
2020 Q2	$23.8M	Buy	487,895 +314,818	+182%	+$15M	0.37%	53
2020 Q1	$7.74M	Buy	173,077 +5,306	+3%	+$265K	0.18%	111
2019 Q4	$8.74M	Buy	167,771 +44,185	+36%	+$2.28M	0.19%	109
2019 Q3	$6.37M	Buy	+123,586	New	+$6.35M	0.18%	103

Other funds holding QHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

AE Wealth Management's QHY Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 21% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,163 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

AE Wealth Management first reported a position in QHY in Q3 2019 and has held it in 25 quarters since. The position peaked at $37.1M in Q4 2020. 74 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

AE Wealth Management held 3,163 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $145K as of Q2 2026.
AE Wealth Management bought 549 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $25.2K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1814 holding.
AE Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2019 and has held it in 25 quarters since.
AE Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $37.1M in Q4 2020.
74 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.