NC
QHY

NewSquare Capital’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

NewSquare Capital’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
Q1 		$742K Buy
16,297
+832
+5% +$38.5K 0.06% 145
2025
Q4 		$718K Sell
15,465
-777
-5% -$36.1K 0.06% 139
2025
Q3 		$756K Buy
16,242
+882
+6% +$40.8K 0.05% 143
2025
Q2 		$708K Buy
15,360
+123
+0.8% +$5.56K 0.05% 137
2025
Q1 		$687K Sell
15,237
-212
-1% -$9.65K 0.06% 136
2024
Q4 		$697K Buy
15,449
+641
+4% +$29.3K 0.06% 137
2024
Q3 		$684K Buy
14,808
+1,306
+10% +$59.6K 0.05% 138
2024
Q2 		$602K Buy
13,502
+357
+3% +$16K 0.05% 138
2024
Q1 		$596K Buy
13,145
+5,235
+66% +$236K 0.05% 138
2023
Q4 		$359K Buy
7,910
+765
+11% +$33.4K 0.03% 140
2023
Q3 		$309K Buy
7,145
+180
+3% +$7.93K 0.03% 145
2023
Q2 		$308K Buy
6,965
+145
+2% +$6.39K 0.03% 142
2023
Q1 		$305K Buy
6,820
+390
+6% +$17.4K 0.04% 145
2022
Q4 		$282K Buy
6,430
+235
+4% +$10.4K 0.04% 147
2022
Q3 		$264K Buy
6,195
+345
+6% +$15.7K 0.03% 144
2022
Q2 		$257K Buy
5,850
+265
+5% +$12.4K 0.03% 140
2022
Q1 		$276K Buy
5,585
+630
+13% +$31.7K 0.03% 151
2021
Q4 		$260K Buy
4,955
+885
+22% +$46.3K 0.03% 152
2021
Q3 		$214K Buy
4,070
+380
+10% +$20.1K 0.03% 153
2021
Q2 		$195K Buy
3,690
+475
+15% +$24.9K 0.02% 152
2021
Q1 		$167K Buy
3,215
+490
+18% +$25.6K 0.02% 145
2020
Q4 		$143K Buy
2,725
+1,235
+83% +$63.4K 0.02% 148
2020
Q3 		$75K Buy
1,490
+805
+118% +$40.6K 0.01% 155
2020
Q2 		$33K Buy
+685
New +$32.7K 0.01% 179

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewSquare Capital's QHY Position: Q1 2026 in Review

NewSquare Capital increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 5.4% in Q1 2026, buying an estimated $38.5K and bringing the position to 16,297 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #145.

NewSquare Capital first reported a position in QHY in Q2 2020 and has held it in 24 quarters since. The position peaked at $756K in Q3 2025. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

  • NewSquare Capital held 16,297 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $742K as of Q1 2026.
  • NewSquare Capital bought 832 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $38.5K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.06% of NewSquare Capital's portfolio in Q1 2026, its #145 holding.
  • NewSquare Capital first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2020 and has held it in 24 quarters since.
  • NewSquare Capital's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $756K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.