Integrated Wealth Concepts’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Integrated Wealth Concepts’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	$201K	Buy	+4,379	New	+$201K	﹤0.01%	2225
2023 Q2	–	Sell	-6,132	Closed	-$274K	–	1597
2023 Q1	$274K	Buy	+6,132	New	+$274K	0.01%	1095

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 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

Integrated Wealth Concepts's QHY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2026: 4,379 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in QHY as recently as Q1 2023.

Integrated Wealth Concepts first reported a position in QHY in Q1 2023 and has held it in 2 quarters since. The position peaked at $274K in Q1 2023. 74 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Integrated Wealth Concepts held 4,379 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $201K as of Q2 2026.
WisdomTree U.S. High Yield Corporate Bond Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2225 holding.
Integrated Wealth Concepts first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2023 and has held it in 2 quarters since.
Integrated Wealth Concepts's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $274K in Q1 2023.
74 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.