SHP Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

SHP Wealth Management’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 Q2	$81.8K	Sell	1,785 -586	-25%	-$26.9K	0.01%	445
2026 Q1	$108K	Sell	2,371 -994	-30%	-$46K	0.01%	371
2025 Q4	$156K	Buy	+3,365	New	+$156K	0.01%	287

Other funds holding QHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

SHP Wealth Management's QHY Position: Q2 2026 in Review

SHP Wealth Management reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 25% in Q2 2026, selling an estimated $26.9K and leaving 1,785 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #445.

SHP Wealth Management first reported a position in QHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $156K in Q4 2025. 74 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

SHP Wealth Management held 1,785 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $81.8K as of Q2 2026.
SHP Wealth Management sold 586 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $26.9K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #445 holding.
SHP Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $156K in Q4 2025.
74 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.