DIM
HYIN icon

Delta Investment Management’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Delta Investment Management’s Portfolio HYIN Stock Details HYIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Hold
23,287
– – 0.05% 207
2026
Q1 		$336K Buy
23,287
+863
+4% +$13.2K 0.06% 186
2025
Q4 		$356K Buy
+22,424
New +$363K 0.06% 196

Other funds holding HYIN

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Delta Investment Management's HYIN Position: Q2 2026 in Review

Delta Investment Management held its WisdomTree Private Credit and Alternative Income Fund (HYIN) position steady in Q2 2026 at 23,287 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #207.

Delta Investment Management first reported a position in HYIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q4 2025. 14 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

  • Delta Investment Management held 23,287 shares of WisdomTree Private Credit and Alternative Income Fund worth $333K as of Q2 2026.
  • Delta Investment Management left its WisdomTree Private Credit and Alternative Income Fund share count unchanged in Q2 2026.
  • WisdomTree Private Credit and Alternative Income Fund made up 0.05% of Delta Investment Management's portfolio in Q2 2026, its #207 holding.
  • Delta Investment Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Delta Investment Management's WisdomTree Private Credit and Alternative Income Fund position peaked at $356K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.