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

Haven Private’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 Q3	$205K	Sell	16,037 -113	-0.7%	-$1.58K	0.08%	164
2026 Q2	$231K	Buy	+16,150	New	+$235K	0.09%	159

Other funds holding HYIN

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Haven Private's HYIN Position: Q3 2026 in Review

Haven Private reduced its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 0.7% in Q3 2026, selling an estimated $1.58K and leaving 16,037 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #164.

Haven Private first reported a position in HYIN in Q2 2026 and has held it in 2 quarters since. The position peaked at $231K in Q2 2026. 9 funds tracked by Wall St. Rank hold HYIN as of Q3 2026.

Haven Private held 16,037 shares of WisdomTree Private Credit and Alternative Income Fund worth $205K as of Q3 2026.
Haven Private sold 113 WisdomTree Private Credit and Alternative Income Fund shares in Q3 2026, an estimated $1.58K.
WisdomTree Private Credit and Alternative Income Fund made up 0.08% of Haven Private's portfolio in Q3 2026, its #164 holding.
Haven Private first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q2 2026 and has held it in 2 quarters since.
Haven Private's WisdomTree Private Credit and Alternative Income Fund position peaked at $231K in Q2 2026.
9 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q3 2026.

Based on Haven Private's 13F filing for Q3 2026, filed 27 Oct 2026.