PNC Financial Services Group’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

PNC Financial Services Group’s Portfolio HYZD Stock Details HYZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5K	Hold	887	–	–	﹤0.01%	3695
2025 Q4	$20K	Hold	887	–	–	﹤0.01%	3655
2025 Q3	$19.9K	Buy	+887	New	+$19.9K	﹤0.01%	3648
2022 Q2	–	Sell	-95	Closed	-$2K	–	4595
2022 Q1	$2K	Sell	95 -586	-86%	-$12.8K	﹤0.01%	4194
2021 Q4	$15K	Buy	+681	New	+$15.1K	﹤0.01%	3653
2021 Q1	–	Sell	-601	Closed	-$13K	–	4150
2020 Q4	$13K	Hold	601	–	–	﹤0.01%	3493
2020 Q3	$12K	Hold	601	–	–	﹤0.01%	3440
2020 Q2	$12K	Buy	+601	New	+$12K	﹤0.01%	3406

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

PNC Financial Services Group's HYZD Position: Q1 2026 in Review

PNC Financial Services Group held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q1 2026 at 887 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

PNC Financial Services Group first reported a position in HYZD in Q2 2020 and has held it in 8 quarters since. The position peaked at $20K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

PNC Financial Services Group held 887 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $19.5K as of Q1 2026.
PNC Financial Services Group left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of PNC Financial Services Group's portfolio in Q1 2026, its #3695 holding.
PNC Financial Services Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2020 and has held it in 8 quarters since.
PNC Financial Services Group's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $20K in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.