Planning Strategies’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Planning Strategies’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	$962	Buy	+21	New	+$965	﹤0.01%	746

Other funds holding QHY

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Planning Strategies's QHY Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2026: 21 shares worth $962. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

69 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Planning Strategies held 21 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $962 as of Q2 2026.
WisdomTree U.S. High Yield Corporate Bond Fund was a new Planning Strategies position in Q2 2026.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #746 holding.
69 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.