Fidelity Investments’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Fidelity Investments’s Portfolio HYIN Stock Details HYIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86	Buy	6 +5	+500%	+$73	﹤0.01%	5402
2026 Q1	$14	Hold	1	–	–	﹤0.01%	5368
2025 Q4	$16	Hold	1	–	–	﹤0.01%	5364
2025 Q3	$17	Hold	1	–	–	﹤0.01%	5325
2025 Q2	$17	Buy	+1	New	+$17	﹤0.01%	5276
2025 Q1	–	Sell	-6	Closed	-$108	–	5484
2024 Q4	$108	Sell	6 -5	-45%	-$93	﹤0.01%	5099
2024 Q3	$210	Buy	11 +10	+1,000%	+$190	﹤0.01%	5034
2024 Q2	$18	Buy	+1	New	+$18	﹤0.01%	5222
2024 Q1	–	Sell	-1	Closed	-$19	–	5536
2023 Q4	$19	Buy	+1	New	+$18	﹤0.01%	5223
2023 Q2	–	Sell	-1	Closed	-$18	–	5480
2023 Q1	$18	Hold	1	–	–	﹤0.01%	5127
2022 Q4	$18	Sell	1 -12	-92%	-$215	﹤0.01%	5151
2022 Q3	$0	Buy	13 +12	+1,200%	+$242	﹤0.01%	5132
2022 Q2	$0	Sell	1 -1	-50%	-$21	﹤0.01%	5191
2022 Q1	$0	Buy	2 +1	+100%	+$24	﹤0.01%	5211
2021 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4628

Other funds holding HYIN

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments's HYIN Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 500% in Q2 2026, buying an estimated $73 and bringing the position to 6 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #5402.

Fidelity Investments first reported a position in HYIN in Q4 2021 and has held it in 15 quarters since. The position peaked at $210 in Q3 2024. 14 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

Fidelity Investments held 6 shares of WisdomTree Private Credit and Alternative Income Fund worth $86 as of Q2 2026.
Fidelity Investments bought 5 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2026, an estimated $73.
WisdomTree Private Credit and Alternative Income Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5402 holding.
Fidelity Investments first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2021 and has held it in 15 quarters since.
Fidelity Investments's WisdomTree Private Credit and Alternative Income Fund position peaked at $210 in Q3 2024.
14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.