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HYIN icon

SFI Advisors’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

SFI Advisors’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
2024
Q4 		– Sell
-13,652
Closed -$260K – 87
2024
Q3 		$260K Hold
13,652
– – 0.19% 60
2024
Q2 		$252K Buy
13,652
+2,727
+25% +$50.2K 0.19% 58
2024
Q1 		$205K Hold
10,925
– – 0.16% 62
2023
Q4 		$206K Buy
+10,925
New +$197K 0.18% 74
2022
Q1 		– Sell
-7,989
Closed -$203K – 70
2021
Q4 		$203K Buy
+7,989
New +$202K 0.18% 54

Other funds holding HYIN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $11.1M AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI Advisors's HYIN Position: Q4 2024 in Review

SFI Advisors sold out of WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q4 2024, closing a stake of 13,652 shares — an estimated $260K sold.

SFI Advisors first reported a position in HYIN in Q4 2021 and held it in 5 quarters. The position peaked at $260K in Q3 2024. 8 funds tracked by Wall St. Rank hold HYIN as of Q4 2024.

  • SFI Advisors reported no remaining WisdomTree Private Credit and Alternative Income Fund position as of Q4 2024 after selling out during the quarter.
  • SFI Advisors sold 13,652 WisdomTree Private Credit and Alternative Income Fund shares in Q4 2024, an estimated $260K.
  • SFI Advisors first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2021 and held it in 5 quarters.
  • SFI Advisors's WisdomTree Private Credit and Alternative Income Fund position peaked at $260K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q4 2024.

Based on SFI Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.