Howard Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Howard Capital Management’s Portfolio HYZD Stock Details HYZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.26M	Buy	102,895 +7,980	+8%	+$179K	0.04%	115
2025 Q4	$2.14M	Buy	94,915 +7,375	+8%	+$166K	0.03%	157
2025 Q3	$1.97M	Buy	87,540 +49,186	+128%	+$1.1M	0.03%	158
2025 Q2	$859K	Buy	38,354 +1,908	+5%	+$42K	0.01%	240
2025 Q1	$798K	Buy	36,446 +1,754	+5%	+$39.2K	0.02%	218
2024 Q4	$772K	Sell	34,692 -7	-0%	-$156	0.01%	246
2024 Q3	$768K	Buy	34,699 +5,644	+19%	+$124K	0.01%	232
2024 Q2	$635K	Buy	29,055 +3,463	+14%	+$76.1K	0.06%	60
2024 Q1	$564K	Buy	+25,592	New	+$558K	0.06%	56

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Howard Capital Management's HYZD Position: Q1 2026 in Review

Howard Capital Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 8.4% in Q1 2026, buying an estimated $179K and bringing the position to 102,895 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #115.

Howard Capital Management first reported a position in HYZD in Q1 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Howard Capital Management held 102,895 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $2.26M as of Q1 2026.
Howard Capital Management bought 7,980 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $179K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.04% of Howard Capital Management's portfolio in Q1 2026, its #115 holding.
Howard Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2024 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.