EP Wealth Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

EP Wealth Advisors’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
2025 Q2	$104K	Buy	+2,255	New	+$102K	﹤0.01%	1378

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

EP Wealth Advisors's QHY Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2025: 2,255 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

66 funds tracked by Wall St. Rank hold QHY as of Q2 2025.

EP Wealth Advisors held 2,255 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $104K as of Q2 2025.
WisdomTree U.S. High Yield Corporate Bond Fund was a new EP Wealth Advisors position in Q2 2025.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1378 holding.
66 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.