SWM
QHY

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's QHY Position: Q1 2026 in Review

SHP Wealth Management reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 30% in Q1 2026, selling an estimated $46K and leaving 2,371 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #371.

SHP Wealth Management first reported a position in QHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $156K in Q4 2025. 70 funds tracked by Wall St. Rank hold QHY as of Q1 2026.

  • SHP Wealth Management held 2,371 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $108K as of Q1 2026.
  • SHP Wealth Management sold 994 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2026, an estimated $46K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #371 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 2 quarters since.
  • SHP Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $156K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.