Pine Grove Financial Group’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

Pine Grove Financial Group’s Portfolio UNIY Stock Details UNIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Sell	5,393 -267	-5%	-$12.9K	0.03%	179
2026 Q1	$274K	Hold	5,660	–	–	0.03%	160
2025 Q4	$278K	Buy	+5,660	New	+$279K	0.03%	157

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pine Grove Financial Group's UNIY Position: Q2 2026 in Review

Pine Grove Financial Group reduced its WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) stake by 4.7% in Q2 2026, selling an estimated $12.9K and leaving 5,393 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #179.

Pine Grove Financial Group first reported a position in UNIY in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 9 funds tracked by Wall St. Rank hold UNIY as of Q2 2026.

Pine Grove Financial Group held 5,393 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $261K as of Q2 2026.
Pine Grove Financial Group sold 267 WisdomTree Voya Yield Enhanced USD Universal Bond Fund shares in Q2 2026, an estimated $12.9K.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up 0.03% of Pine Grove Financial Group's portfolio in Q2 2026, its #179 holding.
Pine Grove Financial Group first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q4 2025 and has held it in 3 quarters since.
Pine Grove Financial Group's WisdomTree Voya Yield Enhanced USD Universal Bond Fund position peaked at $278K in Q4 2025.
9 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.