Stratos Investment Management’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

Stratos Investment Management’s Portfolio UNIY Stock Details UNIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Buy	6,860 +6	+0.1%	+$291	0.01%	307
2026 Q1	$332K	Buy	6,854 +6	+0.1%	+$294	0.01%	290
2025 Q4	$336K	Buy	6,848 +7	+0.1%	+$345	0.01%	279
2025 Q3	$337K	Buy	6,841 +6	+0.1%	+$293	0.01%	286
2025 Q2	$333K	Buy	6,835 +6	+0.1%	+$289	0.02%	291
2025 Q1	$332K	Buy	6,829 +19	+0.3%	+$918	0.02%	246
2024 Q4	$327K	Buy	6,810 +6	+0.1%	+$293	0.02%	203
2024 Q3	$341K	Sell	6,804 -81	-1%	-$4.01K	0.02%	190
2024 Q2	$332K	Buy	6,885 +2,646	+62%	+$127K	0.03%	172
2024 Q1	$207K	Sell	4,239 -459	-10%	-$22.4K	0.02%	196
2023 Q4	$232K	Buy	4,698 +12	+0.3%	+$570	0.03%	172
2023 Q3	$220K	Buy	4,686 +10	+0.2%	+$480	0.03%	155
2023 Q2	$228K	Buy	+4,676	New	+$230K	0.03%	161

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stratos Investment Management's UNIY Position: Q2 2026 in Review

Stratos Investment Management increased its WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) stake by 0.09% in Q2 2026, buying an estimated $291 and bringing the position to 6,860 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #307.

Stratos Investment Management first reported a position in UNIY in Q2 2023 and has held it in 13 quarters since. The position peaked at $341K in Q3 2024. 8 funds tracked by Wall St. Rank hold UNIY as of Q2 2026.

Stratos Investment Management held 6,860 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $332K as of Q2 2026.
Stratos Investment Management bought 6 WisdomTree Voya Yield Enhanced USD Universal Bond Fund shares in Q2 2026, an estimated $291.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #307 holding.
Stratos Investment Management first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q2 2023 and has held it in 13 quarters since.
Stratos Investment Management's WisdomTree Voya Yield Enhanced USD Universal Bond Fund position peaked at $341K in Q3 2024.
8 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q2 2026.

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