Carson Wealth (CWM LLC)
QHY

Carson Wealth (CWM LLC)’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Carson Wealth (CWM 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 		$77M Buy
1,690,271
+42,963
+3% +$1.99M 0.2% 103
2025
Q4 		$76.5M Buy
1,647,308
+4,602
+0.3% +$214K 0.21% 94
2025
Q3 		$76.5M Buy
1,642,706
+44,891
+3% +$2.08M 0.23% 85
2025
Q2 		$73.7M Sell
1,597,815
-24,034
-1% -$1.09M 0.26% 77
2025
Q1 		$73.1M Buy
1,621,849
+8,730
+0.5% +$397K 0.29% 71
2024
Q4 		$72.8M Sell
1,613,119
-13,684
-0.8% -$626K 0.3% 64
2024
Q3 		$75.1M Sell
1,626,803
-22,746
-1% -$1.04M 0.32% 56
2024
Q2 		$73.6M Sell
1,649,549
-86,236
-5% -$3.86M 0.35% 49
2024
Q1 		$78.6M Buy
1,735,785
+6,148
+0.4% +$278K 0.38% 46
2023
Q4 		$78.6M Sell
1,729,637
-136,603
-7% -$5.97M 0.42% 46
2023
Q3 		$80.6M Buy
1,866,240
+39,555
+2% +$1.74M 0.49% 39
2023
Q2 		$80.7M Buy
1,826,685
+76,921
+4% +$3.39M 0.5% 39
2023
Q1 		$78.3M Buy
1,749,764
+501,849
+40% +$22.4M 0.53% 37
2022
Q4 		$54.8M Buy
1,247,915
+19,466
+2% +$861K 0.4% 51
2022
Q3 		$52.4M Buy
1,228,449
+110,010
+10% +$4.99M 0.42% 49
2022
Q2 		$49.2M Buy
1,118,439
+150,348
+16% +$7.01M 0.38% 52
2022
Q1 		$47.8M Buy
968,091
+180,980
+23% +$9.1M 0.34% 53
2021
Q4 		$41.3M Buy
+787,111
New +$41.1M 0.29% 62
2021
Q2 		$30.1M Hold
570,964
– – 0.24% 76
2021
Q1 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q4 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q3 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q2 		$30.1M Hold
570,964
– – 0.24% 76
2020
Q1 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q4 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q3 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q2 		$30.1M Hold
570,964
– – 0.24% 76
2019
Q1 		$30.1M Buy
+570,964
New +$28.5M 0.24% 76

Other funds holding QHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 2.6% in Q1 2026, buying an estimated $1.99M and bringing the position to 1,690,271 shares worth $77M. The position accounts for 0.2% of the portfolio, ranked #103.

Carson Wealth (CWM LLC) first reported a position in QHY in Q1 2019 and has held it in 28 quarters since. The position peaked at $80.7M in Q2 2023. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,690,271 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $77M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 42,963 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $1.99M.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #103 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $80.7M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.