Envestnet Asset Management
HYIN icon

Envestnet Asset Management’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Envestnet Asset 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
2025
Q1 		– Sell
-31,168
Closed -$560K – 4404
2024
Q4 		$560K Buy
31,168
+15,886
+104% +$294K ﹤0.01% 3526
2024
Q3 		$291K Buy
+15,282
New +$290K ﹤0.01% 3841

Other funds holding HYIN

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $11.1M AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management's HYIN Position: Q1 2025 in Review

Envestnet Asset Management sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q1 2025, closing a stake of 31,168 shares — an estimated $560K sold.

Envestnet Asset Management first reported a position in HYIN in Q3 2024 and held it in 2 quarters. The position peaked at $560K in Q4 2024. 12 funds tracked by Wall St. Rank hold HYIN as of Q1 2025.

  • Envestnet Asset Management reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 31,168 WisdomTree Private Credit and Alternative Income Fund shares in Q1 2025, an estimated $560K.
  • Envestnet Asset Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q3 2024 and held it in 2 quarters.
  • Envestnet Asset Management's WisdomTree Private Credit and Alternative Income Fund position peaked at $560K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.