Team Financial Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Team Financial Group’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 Q2	$431K	Sell	9,402 -528	-5%	-$24.3K	0.18%	32
2026 Q1	$452K	Buy	9,930 +235	+2%	+$10.9K	0.21%	27
2025 Q4	$450K	Sell	9,695 -1,079	-10%	-$50.2K	0.2%	26
2025 Q3	$502K	Sell	10,774 -499	-4%	-$23.1K	0.23%	25
2025 Q2	$520K	Buy	11,273 +861	+8%	+$38.9K	0.26%	24
2025 Q1	$470K	Sell	10,412 -2,556	-20%	-$116K	0.27%	26
2024 Q4	$585K	Buy	12,968 +1,200	+10%	+$54.9K	0.34%	23
2024 Q3	$544K	Buy	11,768 +846	+8%	+$38.6K	0.32%	24
2024 Q2	$487K	Buy	10,922 +376	+4%	+$16.8K	0.31%	22
2024 Q1	$478K	Buy	10,546 +3,022	+40%	+$136K	0.32%	22
2023 Q4	$342K	Buy	7,524 +99	+1%	+$4.33K	0.25%	24
2023 Q3	$321K	Buy	+7,425	New	+$327K	0.26%	23

Other funds holding QHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Team Financial Group's QHY Position: Q2 2026 in Review

Team Financial Group reduced its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 5.3% in Q2 2026, selling an estimated $24.3K and leaving 9,402 shares worth $431K. The position accounts for 0.18% of the portfolio, ranked #32.

Team Financial Group first reported a position in QHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $585K in Q4 2024. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Team Financial Group held 9,402 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $431K as of Q2 2026.
Team Financial Group sold 528 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $24.3K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.18% of Team Financial Group's portfolio in Q2 2026, its #32 holding.
Team Financial Group first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $585K in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.