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

CoreCap 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 Q3	$60.6K	Buy	1,370 +31	+2%	+$1.41K	﹤0.01%	1305
2026 Q2	$61.3K	Sell	1,339 -127	-9%	-$5.84K	﹤0.01%	1315
2026 Q1	$66.8K	Sell	1,466 -9	-0.6%	-$416	﹤0.01%	1181
2025 Q4	$68.5K	Hold	1,475	–	–	﹤0.01%	1175
2025 Q3	$68.7K	Sell	1,475 -62	-4%	-$2.87K	﹤0.01%	1183
2025 Q2	$70.9K	Hold	1,537	–	–	﹤0.01%	1101
2025 Q1	$69.3K	Hold	1,537	–	–	﹤0.01%	1030
2024 Q4	$69.4K	Buy	1,537 +402	+35%	+$18.4K	﹤0.01%	1054
2024 Q3	$52.4K	Sell	1,135 -549	-33%	-$25K	﹤0.01%	1161
2024 Q2	$75.1K	Sell	1,684 -204	-11%	-$9.12K	0.01%	568
2024 Q1	$85.6K	Buy	+1,888	New	+$85.2K	﹤0.01%	903
2022 Q4	$68.2K	Buy	+1,552	New	+$68.6K	﹤0.01%	875
2022 Q3	–	Sell	-2,395	Closed	-$105K	–	2171
2022 Q2	$105K	Buy	+2,395	New	+$112K	0.01%	673
2022 Q1	–	Sell	-2,947	Closed	-$155K	–	2170
2021 Q4	$155K	Buy	+2,947	New	+$154K	0.01%	608

Other funds holding QHY

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

CoreCap Advisors's QHY Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 2.3% in Q3 2026, buying an estimated $1.41K and bringing the position to 1,370 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

CoreCap Advisors first reported a position in QHY in Q4 2021 and has held it in 14 quarters since. The position peaked at $155K in Q4 2021. 11 funds tracked by Wall St. Rank hold QHY as of Q3 2026.

CoreCap Advisors held 1,370 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $60.6K as of Q3 2026.
CoreCap Advisors bought 31 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2026, an estimated $1.41K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1305 holding.
CoreCap Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $155K in Q4 2021.
11 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.