Stifel Financial
HYZD icon

Stifel Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Stifel Financial’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 		$1.34M Buy
60,889
+666
+1% +$15K ﹤0.01% 2241
2025
Q4 		$1.36M Buy
60,223
+2,366
+4% +$53.2K ﹤0.01% 2236
2025
Q3 		$1.3M Sell
57,857
-411
-0.7% -$9.23K ﹤0.01% 2219
2025
Q2 		$1.3M Buy
58,268
+21,896
+60% +$482K ﹤0.01% 2145
2025
Q1 		$796K Buy
36,372
+16,057
+79% +$359K ﹤0.01% 2379
2024
Q4 		$452K Hold
20,315
– – ﹤0.01% 2737
2024
Q3 		$450K Sell
20,315
-1,135
-5% -$24.9K ﹤0.01% 2739
2024
Q2 		$469K Buy
21,450
+2,444
+13% +$53.7K ﹤0.01% 2665
2024
Q1 		$419K Sell
19,006
-1,441
-7% -$31.4K ﹤0.01% 2722
2023
Q4 		$442K Sell
20,447
-1,000
-5% -$21.3K ﹤0.01% 2632
2023
Q3 		$453K Sell
21,447
-928
-4% -$19.7K ﹤0.01% 2546
2023
Q2 		$470K Sell
22,375
-1,333
-6% -$27.5K ﹤0.01% 2559
2023
Q1 		$492K Hold
23,708
– – ﹤0.01% 2518
2022
Q4 		$490K Hold
23,708
– – ﹤0.01% 2484
2022
Q3 		$477K Hold
23,708
– – ﹤0.01% 2462
2022
Q2 		$472K Sell
23,708
-132
-0.6% -$2.78K ﹤0.01% 2494
2022
Q1 		$523K Buy
23,840
+7,038
+42% +$153K ﹤0.01% 2552
2021
Q4 		$374K Sell
16,802
-1
-0% -$22 ﹤0.01% 2764
2021
Q3 		$374K Buy
+16,803
New +$373K ﹤0.01% 2756
2019
Q3 		– Sell
-9,008
Closed -$210K – 2903
2019
Q2 		$210K Sell
9,008
-9,660
-52% -$226K ﹤0.01% 2687
2019
Q1 		$438K Buy
+18,668
New +$435K ﹤0.01% 2140

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
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

Stifel Financial's HYZD Position: Q1 2026 in Review

Stifel Financial increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 1.1% in Q1 2026, buying an estimated $15K and bringing the position to 60,889 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Stifel Financial first reported a position in HYZD in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Stifel Financial held 60,889 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.34M as of Q1 2026.
  • Stifel Financial bought 666 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $15K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2241 holding.
  • Stifel Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2019 and has held it in 21 quarters since.
  • Stifel Financial's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.36M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.