Envestnet Asset Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Envestnet Asset Management’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	$1.28M	Buy	27,961 +305	+1%	+$14K	﹤0.01%	3465
2026 Q1	$1.26M	Buy	27,656 +8,918	+48%	+$413K	﹤0.01%	3324
2025 Q4	$870K	Sell	18,738 -962	-5%	-$44.7K	﹤0.01%	3354
2025 Q3	$917K	Sell	19,700 -36	-0.2%	-$1.67K	﹤0.01%	3376
2025 Q2	$910K	Sell	19,736 -2,829	-13%	-$128K	﹤0.01%	3331
2025 Q1	$1.02M	Sell	22,565 -1,628	-7%	-$74.1K	﹤0.01%	3196
2024 Q4	$1.09M	Sell	24,193 -15,659	-39%	-$716K	﹤0.01%	3118
2024 Q3	$1.84M	Sell	39,852 -16,753	-30%	-$764K	﹤0.01%	2714
2024 Q2	$2.52M	Sell	56,605 -6,722	-11%	-$301K	﹤0.01%	2465
2024 Q1	$2.87M	Sell	63,327 -41,018	-39%	-$1.85M	﹤0.01%	2351
2023 Q4	$4.74M	Buy	104,345 +25,784	+33%	+$1.13M	﹤0.01%	1931
2023 Q3	$3.39M	Buy	78,561 +7,444	+10%	+$328K	﹤0.01%	2068
2023 Q2	$3.14M	Buy	71,117 +6,669	+10%	+$294K	﹤0.01%	1988
2023 Q1	$2.88M	Buy	64,448 +4,819	+8%	+$215K	﹤0.01%	1973
2022 Q4	$2.62M	Buy	59,629 +8,565	+17%	+$379K	﹤0.01%	1993
2022 Q3	$2.18M	Buy	51,064 +25,713	+101%	+$1.17M	﹤0.01%	2036
2022 Q2	$1.11M	Buy	25,351 +7,866	+45%	+$367K	﹤0.01%	2498
2022 Q1	$863K	Buy	17,485 +1,195	+7%	+$60.1K	﹤0.01%	2773
2021 Q4	$855K	Sell	16,290 -166,458	-91%	-$8.7M	﹤0.01%	2728
2021 Q3	$9.62M	Buy	182,748 +2,968	+2%	+$157K	0.01%	1173
2021 Q2	$9.49M	Sell	179,780 -558	-0.3%	-$29.2K	0.01%	1164
2021 Q1	$9.38M	Buy	+180,338	New	+$9.41M	0.01%	1077
2020 Q1	–	Sell	-4,171	Closed	-$217K	–	3157
2019 Q4	$217K	Buy	+4,171	New	+$215K	﹤0.01%	2892

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

Envestnet Asset Management's QHY Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 27,961 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3465.

Envestnet Asset Management first reported a position in QHY in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.62M in Q3 2021. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Envestnet Asset Management held 27,961 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.28M as of Q2 2026.
Envestnet Asset Management bought 305 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $14K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3465 holding.
Envestnet Asset Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2019 and has held it in 23 quarters since.
Envestnet Asset Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $9.62M in Q3 2021.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.