Lion Street Advisors’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Lion Street Advisors’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
2025 Q3	$521K	Buy	+9,964	New	+$461K	0.18%	111
2025 Q2	–	Sell	-5,130	Closed	-$231K	–	291
2025 Q1	$231K	Sell	5,130 -2,392	-32%	-$109K	0.07%	237
2024 Q4	$339K	Buy	7,522 +9	+0.1%	+$412	0.11%	186
2024 Q3	$347K	Buy	7,513 +8	+0.1%	+$365	0.12%	184
2024 Q2	$335K	Buy	7,505 +15	+0.2%	+$671	0.12%	181
2024 Q1	$340K	Hold	7,490	–	–	0.14%	161
2023 Q4	$340K	Buy	7,490 +8	+0.1%	+$350	0.14%	161
2023 Q3	$323K	Sell	7,482 -2,482	-25%	-$109K	0.11%	168
2023 Q2	$521K	Buy	9,964 +2,496	+33%	+$110K	0.18%	117
2023 Q1	$334K	Sell	7,468 -1,968	-21%	-$87.8K	0.1%	162
2022 Q4	$494K	Buy	9,436 +1,981	+27%	+$87.6K	0.26%	62
2022 Q3	$318K	Sell	7,455 -1,981	-21%	-$89.9K	0.16%	85
2022 Q2	$493K	Sell	9,436 -7	-0.1%	-$326	0.26%	62
2022 Q1	$466K	Buy	9,443 +4	+0%	+$201	0.24%	71
2021 Q4	$494K	Buy	9,439 +5	+0.1%	+$261	0.24%	66
2021 Q3	$496K	Buy	+9,434	New	+$498K	0.27%	64

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

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

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

GFG

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

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lion Street Advisors's QHY Position: Q3 2025 in Review

Lion Street Advisors opened a new position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2025: 9,964 shares worth $521K. The stake represents 0.18% of the portfolio and ranks #111 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in QHY as recently as Q1 2025.

Lion Street Advisors first reported a position in QHY in Q3 2021 and has held it in 16 quarters since. 63 funds tracked by Wall St. Rank hold QHY as of Q3 2025.

Lion Street Advisors held 9,964 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $521K as of Q3 2025.
WisdomTree U.S. High Yield Corporate Bond Fund was a new Lion Street Advisors position in Q3 2025.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.18% of Lion Street Advisors's portfolio in Q3 2025, its #111 holding.
Lion Street Advisors first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2021 and has held it in 16 quarters since.
63 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.