National Bank of Canada’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

National Bank of Canada’s Portfolio HYZD Stock Details HYZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21K	Hold	933	–	–	﹤0.01%	2232
2026 Q1	$20.5K	Hold	933	–	–	﹤0.01%	2175
2025 Q4	$21K	Hold	933	–	–	﹤0.01%	2140
2025 Q3	$21K	Hold	933	–	–	﹤0.01%	2142
2025 Q2	$20.8K	Hold	933	–	–	﹤0.01%	2166
2025 Q1	$20.4K	Hold	933	–	–	﹤0.01%	2085
2024 Q4	$20.8K	Buy	933 +16	+2%	+$358	﹤0.01%	2170
2024 Q3	$20.3K	Hold	917	–	–	﹤0.01%	1936
2024 Q2	$20K	Hold	917	–	–	﹤0.01%	1968
2024 Q1	$20.2K	Hold	917	–	–	﹤0.01%	2022
2023 Q4	$19.8K	Hold	917	–	–	﹤0.01%	2020
2023 Q3	$19.3K	Sell	917 -9	-1%	-$191	﹤0.01%	2053
2023 Q2	$19.5K	Buy	+926	New	+$19.1K	﹤0.01%	2018

Other funds holding HYZD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

National Bank of Canada's HYZD Position: Q2 2026 in Review

National Bank of Canada held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q2 2026 at 933 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

National Bank of Canada first reported a position in HYZD in Q2 2023 and has held it in 13 quarters since. The position peaked at $21K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

National Bank of Canada held 933 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $21K as of Q2 2026.
National Bank of Canada left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #2232 holding.
National Bank of Canada first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2023 and has held it in 13 quarters since.
National Bank of Canada's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $21K in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.