Raymond James Financial’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Raymond James Financial’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 Q1	$734K	Sell	16,107 -271	-2%	-$12.5K	﹤0.01%	4083
2025 Q4	$761K	Sell	16,378 -3,679	-18%	-$171K	﹤0.01%	3972
2025 Q3	$934K	Sell	20,057 -2,477	-11%	-$115K	﹤0.01%	3728
2025 Q2	$1.04M	Buy	22,534 +7,658	+51%	+$346K	﹤0.01%	3562
2025 Q1	$671K	Sell	14,876 -1,054	-7%	-$48K	﹤0.01%	3748
2024 Q4	$719K	Buy	+15,930	New	+$729K	﹤0.01%	3671

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's QHY Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 1.7% in Q1 2026, selling an estimated $12.5K and leaving 16,107 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Raymond James Financial first reported a position in QHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2025. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

Raymond James Financial held 16,107 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $734K as of Q1 2026.
Raymond James Financial sold 271 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $12.5K.
WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4083 holding.
Raymond James Financial first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $1.04M in Q2 2025.
70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.