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Simplicity Wealth’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Simplicity Wealth’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
+55,652
New +$1.25M 0.04% 372

Other funds holding HYZD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Simplicity Wealth's HYZD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026: 55,652 shares worth $1.25M. The stake represents 0.04% of the portfolio and ranks #372 among its holdings.

58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Simplicity Wealth held 55,652 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.25M as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Simplicity Wealth position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #372 holding.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.