Fidelity Investments’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

Fidelity Investments’s Portfolio UNIY Stock Details UNIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$49	–	5596
2025 Q3	$49	Buy	+1	New	+$49	﹤0.01%	5245
2025 Q1	–	Sell	-1	Closed	-$48	–	5689
2024 Q4	$48	Hold	1	–	–	﹤0.01%	5198
2024 Q3	$50	Hold	1	–	–	﹤0.01%	5187
2024 Q2	$48	Buy	+1	New	+$48	﹤0.01%	5063
2023 Q3	–	Sell	-1	Closed	-$49	–	5528
2023 Q2	$49	Buy	+1	New	+$49	﹤0.01%	5020

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $990M AUM

Fidelity Investments's UNIY Position: Q4 2025 in Review

Fidelity Investments sold out of WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) in Q4 2025, closing a stake of 1 share — an estimated $49 sold.

Fidelity Investments first reported a position in UNIY in Q2 2023 and held it in 5 quarters. The position peaked at $50 in Q3 2024. 8 funds tracked by Wall St. Rank hold UNIY as of Q4 2025.

Fidelity Investments reported no remaining WisdomTree Voya Yield Enhanced USD Universal Bond Fund position as of Q4 2025 after selling out during the quarter.
Fidelity Investments sold 1 WisdomTree Voya Yield Enhanced USD Universal Bond Fund share in Q4 2025, an estimated $49.
Fidelity Investments first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q2 2023 and held it in 5 quarters.
Fidelity Investments's WisdomTree Voya Yield Enhanced USD Universal Bond Fund position peaked at $50 in Q3 2024.
8 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.