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

Key Financial Inc’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	$3.85K	Hold	84	–	–	﹤0.01%	1065
2026 Q1	$3.83K	Hold	84	–	–	﹤0.01%	1082
2025 Q4	$3.9K	Hold	84	–	–	﹤0.01%	1082
2025 Q3	$3.92K	Hold	84	–	–	﹤0.01%	1092
2025 Q2	$3.87K	Hold	84	–	–	﹤0.01%	1083
2025 Q1	$3.79K	Hold	84	–	–	﹤0.01%	1055
2024 Q4	$3.79K	Hold	84	–	–	﹤0.01%	1062
2024 Q3	$3.88K	Hold	84	–	–	﹤0.01%	1027
2024 Q2	$3.75K	Hold	84	–	–	﹤0.01%	1024
2024 Q1	$3.81K	Hold	84	–	–	﹤0.01%	1014
2023 Q4	$3.81K	Hold	84	–	–	﹤0.01%	1009
2023 Q3	$3.63K	Sell	84 -64	-43%	-$2.82K	﹤0.01%	1017
2023 Q2	$6.53K	Sell	148 -106	-42%	-$4.67K	﹤0.01%	840
2023 Q1	$11.4K	Hold	254	–	–	﹤0.01%	647
2022 Q4	$10.8K	Hold	254	–	–	0.01%	611
2022 Q3	$11K	Buy	254 +84	+49%	+$3.81K	0.01%	623
2022 Q2	$8K	Buy	170 +93	+121%	+$4.34K	﹤0.01%	705
2022 Q1	$4K	Sell	77 -110	-59%	-$5.53K	﹤0.01%	846
2021 Q4	$10K	Hold	187	–	–	0.01%	602
2021 Q3	$10K	Buy	187 +13	+7%	+$687	0.01%	587
2021 Q2	$9K	Hold	174	–	–	0.01%	606
2021 Q1	$9K	Buy	+174	New	+$9.08K	0.01%	514

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

Key Financial Inc's QHY Position: Q2 2026 in Review

Key Financial Inc held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q2 2026 at 84 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Key Financial Inc first reported a position in QHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.4K in Q1 2023. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Key Financial Inc held 84 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $3.85K as of Q2 2026.
Key Financial Inc left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q2 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1065 holding.
Key Financial Inc first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $11.4K in Q1 2023.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.