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

Covestor’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	$13K	Buy	302 +4	+1%	+$182	0.01%	1317
2026 Q2	$14K	Sell	298 -11	-4%	-$506	0.01%	1352
2026 Q1	$14K	Buy	309 +54	+21%	+$2.5K	0.01%	1273
2025 Q4	$12K	Buy	255 +5	+2%	+$232	0.01%	1505
2025 Q3	$12K	Buy	250 +16	+7%	+$741	0.01%	1518
2025 Q2	$11K	Buy	234 +31	+15%	+$1.4K	0.01%	1573
2025 Q1	$9K	Buy	203 +52	+34%	+$2.37K	0.01%	1599
2024 Q4	$7K	Buy	151 +62	+70%	+$2.84K	﹤0.01%	1685
2024 Q3	$4K	Buy	89 +7	+9%	+$319	﹤0.01%	1754
2024 Q2	$4K	Buy	82 +9	+12%	+$403	﹤0.01%	1793
2024 Q1	$3K	Sell	73 -24	-25%	-$1.08K	﹤0.01%	1825
2023 Q4	$4K	Sell	97 -12	-11%	-$525	﹤0.01%	1789
2023 Q3	$5K	Sell	109 -34	-24%	-$1.5K	﹤0.01%	1730
2023 Q2	$6K	Sell	143 -30	-17%	-$1.32K	﹤0.01%	1693
2023 Q1	$8K	Sell	173 -17	-9%	-$758	0.01%	1447
2022 Q4	$8K	Buy	190 +2	+1%	+$88	0.01%	1445
2022 Q3	$8K	Sell	188 -116	-38%	-$5.26K	0.01%	1368
2022 Q2	$13K	Sell	304 -96	-24%	-$4.48K	0.01%	1131
2022 Q1	$20K	Buy	400 +54	+16%	+$2.72K	0.01%	1070
2021 Q4	$18K	Buy	+346	New	+$18.1K	0.03%	884

Other funds holding QHY

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Covestor's QHY Position: Q3 2026 in Review

Covestor increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 1.3% in Q3 2026, buying an estimated $182 and bringing the position to 302 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1317.

Covestor first reported a position in QHY in Q4 2021 and has held it in 20 quarters since. The position peaked at $20K in Q1 2022. 37 funds tracked by Wall St. Rank hold QHY as of Q3 2026.

Covestor held 302 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $13K as of Q3 2026.
Covestor bought 4 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2026, an estimated $182.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Covestor's portfolio in Q3 2026, its #1317 holding.
Covestor first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2021 and has held it in 20 quarters since.
Covestor's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $20K in Q1 2022.
37 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.