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 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

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $990M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's UNIY Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) stake by 3.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 10,294 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #5023.

LPL Financial first reported a position in UNIY in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold UNIY as of Q2 2026.

LPL Financial held 10,294 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $498K as of Q2 2026.
LPL Financial bought 325 WisdomTree Voya Yield Enhanced USD Universal Bond Fund shares in Q2 2026, an estimated $15.8K.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5023 holding.
LPL Financial first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q3 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q2 2026.

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