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

Leo Wealth LLC’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	–	Sell	-5,577	Closed	-$259K	–	481
2025 Q4	$259K	Buy	+5,577	New	+$259K	0.02%	372
2025 Q3	–	Sell	-7,163	Closed	-$330K	–	403
2025 Q2	$330K	Buy	+7,163	New	+$324K	0.03%	296
2025 Q1	–	Sell	-169,179	Closed	-$7.63M	–	377
2024 Q4	$7.63M	Buy	169,179 +5,606	+3%	+$256K	0.68%	27
2024 Q3	$7.56M	Buy	163,573 +7,815	+5%	+$356K	0.69%	27
2024 Q2	$6.94M	Buy	155,758 +4,464	+3%	+$200K	0.71%	27
2024 Q1	$6.84M	Buy	151,294 +9,798	+7%	+$442K	0.7%	29
2023 Q4	$6.41M	Buy	+141,496	New	+$6.19M	0.66%	29

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 $1.55T 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Leo Wealth LLC's QHY Position: Q1 2026 in Review

Leo Wealth LLC sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2026, closing a stake of 5,577 shares — an estimated $259K sold.

Leo Wealth LLC first reported a position in QHY in Q4 2023 and held it in 7 quarters. The position peaked at $7.63M in Q4 2024. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

Leo Wealth LLC reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2026 after selling out during the quarter.
Leo Wealth LLC sold 5,577 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $259K.
Leo Wealth LLC first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2023 and held it in 7 quarters.
Leo Wealth LLC's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $7.63M in Q4 2024.
70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.