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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

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

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's QHY Position: Q1 2026 in Review

Atria Investments increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 0.86% in Q1 2026, buying an estimated $21.1K and bringing the position to 53,545 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #628.

Atria Investments first reported a position in QHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q3 2025. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

Atria Investments held 53,545 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $2.44M as of Q1 2026.
Atria Investments bought 457 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $21.1K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.03% of Atria Investments's portfolio in Q1 2026, its #628 holding.
Atria Investments first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2023 and has held it in 12 quarters since.
Atria Investments's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $2.63M in Q3 2025.
70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.