Prospera Financial Services’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

Prospera Financial Services’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
2026 Q3	$290K	Sell	23,896 -418	-2%	-$5.86K	﹤0.01%	1278
2026 Q2	$348K	Buy	24,314 +678	+3%	+$9.8K	0.01%	1187
2026 Q1	$341K	Buy	23,636 +1,961	+9%	+$29.9K	0.01%	1160
2025 Q4	$344K	Buy	+21,675	New	+$351K	0.01%	1088

Other funds holding HYIN

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Prospera Financial Services's HYIN Position: Q3 2026 in Review

Prospera Financial Services reduced its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 1.7% in Q3 2026, selling an estimated $5.86K and leaving 23,896 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Prospera Financial Services first reported a position in HYIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $348K in Q2 2026. 11 funds tracked by Wall St. Rank hold HYIN as of Q3 2026.

Prospera Financial Services held 23,896 shares of WisdomTree Private Credit and Alternative Income Fund worth $290K as of Q3 2026.
Prospera Financial Services sold 418 WisdomTree Private Credit and Alternative Income Fund shares in Q3 2026, an estimated $5.86K.
WisdomTree Private Credit and Alternative Income Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1278 holding.
Prospera Financial Services first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 4 quarters since.
Prospera Financial Services's WisdomTree Private Credit and Alternative Income Fund position peaked at $348K in Q2 2026.
11 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.