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Park Square Financial Group’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-500
Closed -$8.61K – 570
2025
Q2 		$8.61K Hold
500
– – 0.01% 627
2025
Q1 		$8.9K Hold
500
– – 0.01% 633
2024
Q4 		$8.98K Buy
+500
New +$9.26K 0.01% 608

Other funds holding HYIN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Park Square Financial Group's HYIN Position: Q3 2025 in Review

Park Square Financial Group sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q3 2025, closing a stake of 500 shares — an estimated $8.61K sold.

Park Square Financial Group first reported a position in HYIN in Q4 2024 and held it in 3 quarters. The position peaked at $8.98K in Q4 2024. 8 funds tracked by Wall St. Rank hold HYIN as of Q3 2025.

  • Park Square Financial Group reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 500 WisdomTree Private Credit and Alternative Income Fund shares in Q3 2025, an estimated $8.61K.
  • Park Square Financial Group first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's WisdomTree Private Credit and Alternative Income Fund position peaked at $8.98K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.