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
Q2 		$5.95M Buy
129,939
+12,693
+11% +$584K ﹤0.01% 2635
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

Bank of America
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
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
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial's QHY Position: Q2 2026 in Review

LPL Financial increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 11% in Q2 2026, buying an estimated $584K and bringing the position to 129,939 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

LPL Financial first reported a position in QHY in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.5M in Q1 2022. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

  • LPL Financial held 129,939 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $5.95M as of Q2 2026.
  • LPL Financial bought 12,693 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $584K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2635 holding.
  • LPL Financial first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $11.5M in Q1 2022.
  • 73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.