Goldstone Financial Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Goldstone Financial Group’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	$2.72M	Sell	59,327 -612	-1%	-$28.1K	0.25%	75
2026 Q1	$2.73M	Sell	59,939 -27,673	-32%	-$1.28M	0.3%	63
2025 Q4	$4.07M	Sell	87,612 -3,509	-4%	-$163K	0.45%	50
2025 Q3	$4.24M	Buy	91,121 +3,878	+4%	+$180K	0.5%	48
2025 Q2	$4.04M	Buy	87,243 +1,070	+1%	+$48.3K	0.53%	46
2025 Q1	$3.89M	Buy	86,173 +1,006	+1%	+$45.8K	0.59%	40
2024 Q4	$3.84M	Buy	85,167 +19,311	+29%	+$883K	0.6%	41
2024 Q3	$3.04M	Buy	65,856 +12,643	+24%	+$577K	0.53%	43
2024 Q2	$2.37M	Buy	53,213 +11,442	+27%	+$512K	0.48%	47
2024 Q1	$1.89M	Buy	41,771 +8,584	+26%	+$388K	0.43%	45
2023 Q4	$1.51M	Buy	33,187 +8,836	+36%	+$386K	0.39%	49
2023 Q3	$1.05M	Buy	24,351 +6,054	+33%	+$267K	0.31%	62
2023 Q2	$808K	Buy	18,297 +3,676	+25%	+$162K	0.24%	77
2023 Q1	$654K	Buy	+14,621	New	+$652K	0.22%	76

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldstone Financial Group's QHY Position: Q2 2026 in Review

Goldstone Financial Group reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 1% in Q2 2026, selling an estimated $28.1K and leaving 59,327 shares worth $2.72M. The position accounts for 0.25% of the portfolio, ranked #75.

Goldstone Financial Group first reported a position in QHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.24M in Q3 2025. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Goldstone Financial Group held 59,327 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $2.72M as of Q2 2026.
Goldstone Financial Group sold 612 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $28.1K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.25% of Goldstone Financial Group's portfolio in Q2 2026, its #75 holding.
Goldstone Financial Group first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $4.24M in Q3 2025.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.