Osaic Holdings
HYIN icon

Osaic Holdings’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Osaic Holdings’s Portfolio HYIN Stock Details HYIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Sell
7,690
-2,965
-28% -$43.1K ﹤0.01% 4869
2026
Q1 		$154K Sell
10,655
-2,214
-17% -$33.8K ﹤0.01% 4361
2025
Q4 		$204K Buy
12,869
+2,047
+19% +$33.1K ﹤0.01% 4140
2025
Q3 		$185K Buy
10,822
+408
+4% +$7.07K ﹤0.01% 4286
2025
Q2 		$179K Sell
10,414
-1,312
-11% -$22K ﹤0.01% 4036
2025
Q1 		$209K Buy
11,726
+8,814
+303% +$160K ﹤0.01% 3593
2024
Q4 		$52.3K Buy
2,912
+2,783
+2,157% +$51.5K ﹤0.01% 4668
2024
Q3 		$2.46K Hold
129
– – ﹤0.01% 6532
2024
Q2 		$2.38K Sell
129
-3,971
-97% -$73.2K ﹤0.01% 6530
2024
Q1 		$76.9K Buy
4,100
+497
+14% +$9.23K ﹤0.01% 4429
2023
Q4 		$68K Buy
3,603
+353
+11% +$6.36K ﹤0.01% 4692
2023
Q3 		$58.9K Buy
3,250
+1,981
+156% +$37.1K ﹤0.01% 4877
2023
Q2 		$23.4K Hold
1,269
– – ﹤0.01% 5460
2023
Q1 		$22.3K Sell
1,269
-700
-36% -$13.1K ﹤0.01% 5518
2022
Q4 		$34K Buy
1,969
+998
+103% +$17.9K ﹤0.01% 5206
2022
Q3 		$16K Sell
971
-91
-9% -$1.84K ﹤0.01% 5750
2022
Q2 		$20K Buy
+1,062
New +$22.7K ﹤0.01% 5607
2022
Q1 		– Sell
-2,132
Closed -$52K – 7341
2021
Q4 		$52K Buy
+2,132
New +$53.9K ﹤0.01% 5116

Other funds holding HYIN

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Osaic Holdings's HYIN Position: Q2 2026 in Review

Osaic Holdings reduced its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 28% in Q2 2026, selling an estimated $43.1K and leaving 7,690 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #4869.

Osaic Holdings first reported a position in HYIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $209K in Q1 2025. 14 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

  • Osaic Holdings held 7,690 shares of WisdomTree Private Credit and Alternative Income Fund worth $110K as of Q2 2026.
  • Osaic Holdings sold 2,965 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2026, an estimated $43.1K.
  • WisdomTree Private Credit and Alternative Income Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4869 holding.
  • Osaic Holdings first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2021 and has held it in 18 quarters since.
  • Osaic Holdings's WisdomTree Private Credit and Alternative Income Fund position peaked at $209K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.