LPL Financial
QHY

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

LPL Financial’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 		$5.34M Buy
117,246
+2,103
+2% +$97.3K ﹤0.01% 2562
2025
Q4 		$5.35M Buy
115,143
+11,412
+11% +$530K ﹤0.01% 2478
2025
Q3 		$4.83M Sell
103,731
-528
-0.5% -$24.4K ﹤0.01% 2489
2025
Q2 		$4.81M Buy
104,259
+623
+0.6% +$28.1K ﹤0.01% 2343
2025
Q1 		$4.67M Sell
103,636
-2,165
-2% -$98.5K ﹤0.01% 2205
2024
Q4 		$4.78M Sell
105,801
-20,984
-17% -$960K ﹤0.01% 2116
2024
Q3 		$5.86M Sell
126,785
-18,785
-13% -$857K ﹤0.01% 1861
2024
Q2 		$6.49M Buy
145,570
+2,083
+1% +$93.2K ﹤0.01% 1659
2024
Q1 		$6.5M Buy
143,487
+21,191
+17% +$957K ﹤0.01% 1596
2023
Q4 		$5.55M Sell
122,296
-23,077
-16% -$1.01M ﹤0.01% 1623
2023
Q3 		$6.28M Sell
145,373
-25,071
-15% -$1.1M ﹤0.01% 1458
2023
Q2 		$7.53M Sell
170,444
-19,849
-10% -$875K 0.01% 1304
2023
Q1 		$8.51M Sell
190,293
-22,331
-11% -$996K 0.01% 1186
2022
Q4 		$9.34M Buy
212,624
+92,958
+78% +$4.11M 0.01% 1059
2022
Q3 		$5.11M Sell
119,666
-51,355
-30% -$2.33M ﹤0.01% 1366
2022
Q2 		$7.53M Sell
171,021
-61,956
-27% -$2.89M 0.01% 1130
2022
Q1 		$11.5M Buy
232,977
+116,837
+101% +$5.87M 0.01% 918
2021
Q4 		$6.09M Buy
116,140
+17,112
+17% +$895K 0.01% 1323
2021
Q3 		$5.21M Buy
99,028
+22,321
+29% +$1.18M ﹤0.01% 1367
2021
Q2 		$4.05M Buy
76,707
+5,447
+8% +$285K ﹤0.01% 1490
2021
Q1 		$3.71M Buy
71,260
+5,697
+9% +$297K ﹤0.01% 1419
2020
Q4 		$3.44M Buy
65,563
+44,734
+215% +$2.3M ﹤0.01% 1332
2020
Q3 		$1.04M Buy
20,829
+12,265
+143% +$618K ﹤0.01% 1921
2020
Q2 		$417K Buy
+8,564
New +$409K ﹤0.01% 2560

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial's QHY Position: Q1 2026 in Review

LPL Financial increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 1.8% in Q1 2026, buying an estimated $97.3K and bringing the position to 117,246 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

LPL Financial first reported a position in QHY in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.5M in Q1 2022. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

  • LPL Financial held 117,246 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $5.34M as of Q1 2026.
  • LPL Financial bought 2,103 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $97.3K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2562 holding.
  • LPL Financial first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $11.5M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.