PFS
HYIN icon

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
Q2 		$348K Buy
24,314
+678
+3% +$9.85K 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

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Prospera Financial Services's HYIN Position: Q2 2026 in Review

Prospera Financial Services increased its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 2.9% in Q2 2026, buying an estimated $9.85K and bringing the position to 24,314 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1187.

Prospera Financial Services first reported a position in HYIN in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

  • Prospera Financial Services held 24,314 shares of WisdomTree Private Credit and Alternative Income Fund worth $348K as of Q2 2026.
  • Prospera Financial Services bought 678 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2026, an estimated $9.85K.
  • WisdomTree Private Credit and Alternative Income Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1187 holding.
  • Prospera Financial Services first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.