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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Key Financial Inc's QHY Position: Q1 2026 in Review

Key Financial Inc held its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) position steady in Q1 2026 at 84 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Key Financial Inc first reported a position in QHY in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.4K in Q1 2023. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

Key Financial Inc held 84 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $3.83K as of Q1 2026.
Key Financial Inc left its WisdomTree U.S. High Yield Corporate Bond Fund share count unchanged in Q1 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1082 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 21 quarters since.
Key Financial Inc's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $11.4K in Q1 2023.
70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.