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

JCSD Capital’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 		$70.9K Buy
+3,220
New +$72.4K 0.08% 22

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
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

JCSD Capital's HYZD Position: Q1 2026 in Review

JCSD Capital opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026: 3,220 shares worth $70.9K. The stake represents 0.08% of the portfolio and ranks #22 among its holdings.

58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • JCSD Capital held 3,220 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $70.9K as of Q1 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new JCSD Capital position in Q1 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.08% of JCSD Capital's portfolio in Q1 2026, its #22 holding.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on JCSD Capital's 13F filing for Q1 2026, filed 24 Apr 2026.