Osaic Holdings’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Osaic Holdings’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 Q2	$1.16M	Buy	25,339 +5,510	+28%	+$253K	﹤0.01%	2858
2026 Q1	$903K	Buy	19,829 +114	+0.6%	+$5.27K	﹤0.01%	2810
2025 Q4	$916K	Sell	19,715 -622	-3%	-$28.9K	﹤0.01%	2789
2025 Q3	$943K	Buy	20,337 +1,038	+5%	+$48K	﹤0.01%	2855
2025 Q2	$889K	Buy	19,299 +1,111	+6%	+$50.2K	﹤0.01%	2602
2025 Q1	$820K	Sell	18,188 -2,474	-12%	-$113K	﹤0.01%	2419
2024 Q4	$933K	Sell	20,662 -100,052	-83%	-$4.58M	﹤0.01%	2250
2024 Q3	$5.58M	Sell	120,714 -84,836	-41%	-$3.87M	0.01%	975
2024 Q2	$9.17M	Sell	205,550 -21,569	-9%	-$965K	0.02%	675
2024 Q1	$10.3M	Buy	227,119 +2,016	+0.9%	+$91K	0.02%	674
2023 Q4	$10.2M	Sell	225,103 -8,394	-4%	-$367K	0.02%	794
2023 Q3	$10.1M	Buy	233,497 +9,635	+4%	+$425K	0.01%	856
2023 Q2	$9.89M	Buy	223,862 +56,093	+33%	+$2.47M	0.02%	765
2023 Q1	$7.51M	Buy	167,769 +107,400	+178%	+$4.79M	0.01%	913
2022 Q4	$2.65M	Sell	60,369 -726	-1%	-$32.1K	0.01%	1537
2022 Q3	$2.61M	Sell	61,095 -211	-0.3%	-$9.57K	0.01%	1432
2022 Q2	$2.7M	Sell	61,306 -99,194	-62%	-$4.63M	0.01%	1436
2022 Q1	$7.92M	Buy	160,500 +3,020	+2%	+$152K	0.02%	890
2021 Q4	$8.27M	Sell	157,480 -152,460	-49%	-$7.97M	0.02%	836
2021 Q3	$16.3M	Buy	309,940 +199,776	+181%	+$10.6M	0.03%	465
2021 Q2	$5.82M	Buy	110,164 +3,371	+3%	+$177K	0.01%	957
2021 Q1	$5.56M	Sell	106,793 -15,699	-13%	-$819K	0.01%	904
2020 Q4	$6.43M	Buy	122,492 +9,981	+9%	+$512K	0.02%	716
2020 Q3	$5.64M	Buy	112,511 +92,235	+455%	+$4.65M	0.02%	708
2020 Q2	$986K	Buy	20,276 +688	+4%	+$32.9K	﹤0.01%	1762
2020 Q1	$875K	Buy	+19,588	New	+$977K	﹤0.01%	1637

Other funds holding QHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Osaic Holdings's QHY Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 28% in Q2 2026, buying an estimated $253K and bringing the position to 25,339 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Osaic Holdings first reported a position in QHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.3M in Q3 2021. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Osaic Holdings held 25,339 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.16M as of Q2 2026.
Osaic Holdings bought 5,510 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $253K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2858 holding.
Osaic Holdings first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $16.3M in Q3 2021.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

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