Envestnet Asset Management
QHY

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's QHY Position: Q1 2026 in Review

Envestnet Asset Management increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 48% in Q1 2026, buying an estimated $413K and bringing the position to 27,656 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Envestnet Asset Management first reported a position in QHY in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.62M in Q3 2021. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

  • Envestnet Asset Management held 27,656 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.26M as of Q1 2026.
  • Envestnet Asset Management bought 8,918 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $413K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3324 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 22 quarters since.
  • Envestnet Asset Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $9.62M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.