EH
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Equitable Holdings’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Equitable Holdings’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$387K Sell
17,165
-3,174
-16% -$71.4K ﹤0.01% 1356
2025
Q4 		$458K Sell
20,339
-67,533
-77% -$1.52M ﹤0.01% 1145
2025
Q3 		$1.98M Sell
87,872
-1,860
-2% -$41.8K 0.01% 620
2025
Q2 		$2.01M Sell
89,732
-63,308
-41% -$1.39M 0.02% 571
2025
Q1 		$3.35M Buy
153,040
+52,933
+53% +$1.18M 0.03% 386
2024
Q4 		$2.23M Buy
100,107
+21,530
+27% +$481K 0.02% 460
2024
Q3 		$1.74M Sell
78,577
-19,309
-20% -$424K 0.02% 531
2024
Q2 		$2.14M Buy
97,886
+1,240
+1% +$27.2K 0.02% 438
2024
Q1 		$2.13M Buy
96,646
+1,884
+2% +$41.1K 0.02% 433
2023
Q4 		$2.05M Buy
94,762
+16,531
+21% +$352K 0.03% 406
2023
Q3 		$1.65M Buy
78,231
+2,613
+3% +$55.5K 0.02% 418
2023
Q2 		$1.59M Sell
75,618
-73,027
-49% -$1.51M 0.02% 402
2023
Q1 		$3.09M Buy
148,645
+2,566
+2% +$53.5K 0.05% 252
2022
Q4 		$3.02M Buy
+146,079
New +$3.04M 0.05% 236
2022
Q3 		– Sell
-12,346
Closed -$246K – 890
2022
Q2 		$246K Buy
12,346
+2,690
+28% +$56.7K ﹤0.01% 753
2022
Q1 		$212K Sell
9,656
-3
-0% -$65 ﹤0.01% 827
2021
Q4 		$215K Buy
+9,659
New +$214K ﹤0.01% 809

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Equitable Holdings's HYZD Position: Q1 2026 in Review

Equitable Holdings reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 16% in Q1 2026, selling an estimated $71.4K and leaving 17,165 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Equitable Holdings first reported a position in HYZD in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.35M in Q1 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Equitable Holdings held 17,165 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $387K as of Q1 2026.
  • Equitable Holdings sold 3,174 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $71.4K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1356 holding.
  • Equitable Holdings first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and has held it in 17 quarters since.
  • Equitable Holdings's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $3.35M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.