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AmeriFlex Group’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-135
Closed -$2.41K – 1161
2025
Q1 		$2.41K Buy
135
+2
+2% +$36 ﹤0.01% 1118
2024
Q4 		$2.42K Buy
+133
New +$2.46K ﹤0.01% 1021

Other funds holding HYIN

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $11.1M AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriFlex Group's HYIN Position: Q2 2025 in Review

AmeriFlex Group sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q2 2025, closing a stake of 135 shares — an estimated $2.41K sold.

AmeriFlex Group first reported a position in HYIN in Q4 2024 and held it in 2 quarters. The position peaked at $2.42K in Q4 2024. 9 funds tracked by Wall St. Rank hold HYIN as of Q2 2025.

  • AmeriFlex Group reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 135 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2025, an estimated $2.41K.
  • AmeriFlex Group first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's WisdomTree Private Credit and Alternative Income Fund position peaked at $2.42K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.