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

EverSource 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
2026 Q2	$137	Hold	3	–	–	﹤0.01%	4279
2026 Q1	$137	Hold	3	–	–	﹤0.01%	4237
2025 Q4	$139	Hold	3	–	–	﹤0.01%	4069
2025 Q3	$140	Sell	3 -175	-98%	-$8.1K	﹤0.01%	4151
2025 Q2	$8.21K	Hold	178	–	–	﹤0.01%	2941
2025 Q1	$8.03K	Buy	+178	New	+$8.1K	﹤0.01%	2237

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

EverSource Wealth Advisors's QHY Position: Q2 2026 in Review

EverSource Wealth Advisors held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q2 2026 at 3 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

EverSource Wealth Advisors first reported a position in QHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.21K in Q2 2025. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

EverSource Wealth Advisors held 3 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $137 as of Q2 2026.
EverSource Wealth Advisors left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q2 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4279 holding.
EverSource Wealth Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $8.21K in Q2 2025.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.