NorthRock Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-43	Closed	-$1.94K	–	967
2025 Q1	$1.94K	Buy	+43	New	+$1.96K	﹤0.01%	824

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

NorthRock Partners's QHY Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2025, closing a stake of 43 shares — an estimated $1.94K sold.

NorthRock Partners first reported a position in QHY in Q1 2025 and held it in 1 quarter. The position peaked at $1.94K in Q1 2025. 66 funds tracked by Wall St. Rank hold QHY as of Q2 2025.

NorthRock Partners reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 43 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2025, an estimated $1.94K.
NorthRock Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2025 and held it in 1 quarter.
NorthRock Partners's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.94K in Q1 2025.
66 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.