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 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%	-$9.13K	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

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

CoreCap Advisors's QHY Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 8.7% in Q2 2026, selling an estimated $5.84K and leaving 1,339 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

CoreCap Advisors first reported a position in QHY in Q4 2021 and has held it in 13 quarters since. The position peaked at $155K in Q4 2021. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

CoreCap Advisors held 1,339 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $61.3K as of Q2 2026.
CoreCap Advisors sold 127 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $5.84K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1315 holding.
CoreCap Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $155K in Q4 2021.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.