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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Delta Investment Management's HYIN Position: Q1 2026 in Review

Delta Investment Management increased its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 3.8% in Q1 2026, buying an estimated $13.2K and bringing the position to 23,287 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #186.

Delta Investment Management first reported a position in HYIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $356K in Q4 2025. 14 funds tracked by Wall St. Rank hold HYIN as of Q1 2026.

  • Delta Investment Management held 23,287 shares of WisdomTree Private Credit and Alternative Income Fund worth $336K as of Q1 2026.
  • Delta Investment Management bought 863 WisdomTree Private Credit and Alternative Income Fund shares in Q1 2026, an estimated $13.2K.
  • WisdomTree Private Credit and Alternative Income Fund made up 0.06% of Delta Investment Management's portfolio in Q1 2026, its #186 holding.
  • Delta Investment Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.