LPL Financial’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

LPL Financial’s Portfolio UNIY Stock Details UNIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Buy	9,969 +893	+10%	+$43.8K	﹤0.01%	4781
2025 Q4	$445K	Buy	9,076 +3,957	+77%	+$195K	﹤0.01%	4818
2025 Q3	$252K	Buy	+5,119	New	+$250K	﹤0.01%	5185

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's UNIY Position: Q1 2026 in Review

LPL Financial increased its WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) stake by 9.8% in Q1 2026, buying an estimated $43.8K and bringing the position to 9,969 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #4781.

LPL Financial first reported a position in UNIY in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold UNIY as of Q1 2026.

LPL Financial held 9,969 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $483K as of Q1 2026.
LPL Financial bought 893 WisdomTree Voya Yield Enhanced USD Universal Bond Fund shares in Q1 2026, an estimated $43.8K.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4781 holding.
LPL Financial first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q3 2025 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q1 2026.

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