Stephens Inc’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Stephens Inc’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 Q1	$258K	Hold	11,743	–	–	﹤0.01%	1101
2025 Q4	$265K	Hold	11,743	–	–	﹤0.01%	1092
2025 Q3	$264K	Hold	11,743	–	–	﹤0.01%	1105
2025 Q2	$263K	Buy	+11,743	New	+$258K	﹤0.01%	1069
2024 Q3	–	Sell	-13,377	Closed	-$292K	–	1316
2024 Q2	$292K	Sell	13,377 -6,001	-31%	-$132K	﹤0.01%	1011
2024 Q1	$427K	Buy	19,378 +5,064	+35%	+$110K	0.01%	878
2023 Q4	$309K	Buy	+14,314	New	+$304K	0.01%	924
2022 Q2	–	Sell	-335,464	Closed	-$7.35M	–	1276
2022 Q1	$7.35M	Buy	335,464 +321,810	+2,357%	+$7M	0.12%	190
2021 Q4	$304K	Buy	+13,654	New	+$303K	﹤0.01%	1036
2019 Q1	–	Sell	-17,105	Closed	-$383K	–	1195
2018 Q4	$383K	Buy	17,105 +4,854	+40%	+$114K	0.01%	773
2018 Q3	$297K	Sell	12,251 -22,464	-65%	-$541K	0.01%	930
2018 Q2	$830K	Buy	+34,715	New	+$835K	0.03%	519

Other funds holding HYZD

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stephens Inc's HYZD Position: Q1 2026 in Review

Stephens Inc held its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) position steady in Q1 2026 at 11,743 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Stephens Inc first reported a position in HYZD in Q2 2018 and has held it in 12 quarters since. The position peaked at $7.35M in Q1 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Stephens Inc held 11,743 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $258K as of Q1 2026.
Stephens Inc left its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1101 holding.
Stephens Inc first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q2 2018 and has held it in 12 quarters since.
Stephens Inc's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $7.35M in Q1 2022.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.