FFA
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Founders Financial Alliance’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Founders Financial Alliance’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
2025
Q2 		– Sell
-2,500
Closed -$44.5K – 580
2025
Q1 		$44.5K Buy
+2,500
New +$45.5K 0.01% 453

Other funds holding HYIN

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $11.1M AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Founders Financial Alliance's HYIN Position: Q2 2025 in Review

Founders Financial Alliance sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q2 2025, closing a stake of 2,500 shares — an estimated $44.5K sold.

Founders Financial Alliance first reported a position in HYIN in Q1 2025 and held it in 1 quarter. The position peaked at $44.5K in Q1 2025. 9 funds tracked by Wall St. Rank hold HYIN as of Q2 2025.

  • Founders Financial Alliance reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 2,500 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2025, an estimated $44.5K.
  • Founders Financial Alliance first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q1 2025 and held it in 1 quarter.
  • Founders Financial Alliance's WisdomTree Private Credit and Alternative Income Fund position peaked at $44.5K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.