Concurrent Investment Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Concurrent Investment Advisors’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	$283K	Sell	6,178 -963	-13%	-$44.3K	﹤0.01%	1724
2026 Q1	$325K	Buy	7,141 +362	+5%	+$16.7K	﹤0.01%	1446
2025 Q4	$315K	Buy	6,779 +423	+7%	+$19.7K	﹤0.01%	1368
2025 Q3	$296K	Sell	6,356 -1,307	-17%	-$60.5K	0.01%	1161
2025 Q2	$353K	Buy	7,663 +1,292	+20%	+$58.4K	0.01%	989
2025 Q1	$287K	Buy	+6,371	New	+$290K	0.01%	950

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

Concurrent Investment Advisors's QHY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 13% in Q2 2026, selling an estimated $44.3K and leaving 6,178 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Concurrent Investment Advisors first reported a position in QHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q2 2025. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Concurrent Investment Advisors held 6,178 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $283K as of Q2 2026.
Concurrent Investment Advisors sold 963 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $44.3K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1724 holding.
Concurrent Investment Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $353K in Q2 2025.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.