Atria Investments’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Atria Investments’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	$1.84M	Sell	40,121 -13,424	-25%	-$617K	0.02%	798
2026 Q1	$2.44M	Buy	53,545 +457	+0.9%	+$21.1K	0.03%	628
2025 Q4	$2.47M	Sell	53,088 -3,462	-6%	-$161K	0.03%	634
2025 Q3	$2.63M	Buy	56,550 +4,203	+8%	+$195K	0.03%	612
2025 Q2	$2.41M	Sell	52,347 -2,945	-5%	-$133K	0.03%	651
2025 Q1	$2.49M	Buy	55,292 +1,680	+3%	+$76.4K	0.03%	615
2024 Q4	$2.42M	Buy	53,612 +9,427	+21%	+$431K	0.03%	606
2024 Q3	$2.04M	Buy	44,185 +6,245	+16%	+$285K	0.03%	661
2024 Q2	$1.69M	Sell	37,940 -3,224	-8%	-$144K	0.02%	708
2024 Q1	$1.87M	Sell	41,164 -5,827	-12%	-$263K	0.03%	685
2023 Q4	$2.13M	Buy	46,991 +19,503	+71%	+$853K	0.03%	573
2023 Q3	$1.19M	Buy	27,488 +4,438	+19%	+$196K	0.02%	772
2023 Q2	$1.02M	Buy	+23,050	New	+$1.02M	0.02%	817

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

Atria Investments's QHY Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 25% in Q2 2026, selling an estimated $617K and leaving 40,121 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #798.

Atria Investments first reported a position in QHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.63M in Q3 2025. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Atria Investments held 40,121 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.84M as of Q2 2026.
Atria Investments sold 13,424 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $617K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.02% of Atria Investments's portfolio in Q2 2026, its #798 holding.
Atria Investments first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2023 and has held it in 13 quarters since.
Atria Investments's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $2.63M in Q3 2025.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.