Betterment LLC’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Betterment LLC’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	–	Sell	-5,002	Closed	-$232K	–	633
2025 Q4	$232K	Buy	5,002 +129	+3%	+$6K	﹤0.01%	530
2025 Q3	$227K	Sell	4,873 -14	-0.3%	-$648	﹤0.01%	499
2025 Q2	$225K	Buy	4,887 +347	+8%	+$15.7K	﹤0.01%	477
2025 Q1	$205K	Buy	+4,540	New	+$207K	﹤0.01%	455

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 $1.55T 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Betterment LLC's QHY Position: Q1 2026 in Review

Betterment LLC sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2026, closing a stake of 5,002 shares — an estimated $232K sold.

Betterment LLC first reported a position in QHY in Q1 2025 and held it in 4 quarters. The position peaked at $232K in Q4 2025. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

Betterment LLC reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2026 after selling out during the quarter.
Betterment LLC sold 5,002 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $232K.
Betterment LLC first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2025 and held it in 4 quarters.
Betterment LLC's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $232K in Q4 2025.
70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.