AFTS
QHY

American Financial & Tax Strategies’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

American Financial & Tax Strategies’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 		$6.83M Sell
149,153
-499
-0.3% -$22.9K 3.09% 7
2026
Q1 		$6.82M Buy
+149,652
New +$6.92M 3.31% 6
2024
Q3 		– Sell
-101,296
Closed -$4.52M – 93
2024
Q2 		$4.52M Buy
101,296
+6,344
+7% +$284K 2.38% 11
2024
Q1 		$4.3M Buy
94,952
+4,058
+4% +$183K 2.31% 10
2023
Q4 		$4.13M Buy
+90,894
New +$3.97M 2.36% 9

Other funds holding QHY

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return

American Financial & Tax Strategies's QHY Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 0.33% in Q2 2026, selling an estimated $22.9K and leaving 149,153 shares worth $6.83M. The position accounts for 3.09% of the portfolio, ranked #7.

American Financial & Tax Strategies first reported a position in QHY in Q4 2023 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

  • American Financial & Tax Strategies held 149,153 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $6.83M as of Q2 2026.
  • American Financial & Tax Strategies sold 499 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $22.9K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 3.09% of American Financial & Tax Strategies's portfolio in Q2 2026, its #7 holding.
  • American Financial & Tax Strategies first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2023 and has held it in 5 quarters since.
  • 59 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.