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 Q3	$463K	Sell	10,050 -244	-2%	-$11.6K	﹤0.01%	5164
2026 Q2	$498K	Buy	10,294 +325	+3%	+$15.8K	﹤0.01%	5023
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

LPL Financial's UNIY Position: Q3 2026 in Review

LPL Financial reduced its WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) stake by 2.4% in Q3 2026, selling an estimated $11.6K and leaving 10,050 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #5164.

LPL Financial first reported a position in UNIY in Q3 2025 and has held it in 5 quarters since. The position peaked at $498K in Q2 2026. 1 fund tracked by Wall St. Rank holds UNIY as of Q3 2026.

LPL Financial held 10,050 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $463K as of Q3 2026.
LPL Financial sold 244 WisdomTree Voya Yield Enhanced USD Universal Bond Fund shares in Q3 2026, an estimated $11.6K.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5164 holding.
LPL Financial first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q3 2025 and has held it in 5 quarters since.
LPL Financial's WisdomTree Voya Yield Enhanced USD Universal Bond Fund position peaked at $498K in Q2 2026.
1 fund tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.