UBS Group’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

UBS Group’s Portfolio HYIN Stock Details HYIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.37K	Buy	+585	New	+$8.5K	﹤0.01%	8686
2026 Q1	–	Sell	-1,086	Closed	-$17.3K	–	10799
2025 Q4	$17.3K	Buy	+1,086	New	+$17.6K	﹤0.01%	7889
2024 Q4	–	Sell	-1,066	Closed	-$20.3K	–	10132
2024 Q3	$20.3K	Buy	+1,066	New	+$20.2K	﹤0.01%	7365
2023 Q3	–	Sell	-834	Closed	-$15.4K	–	9673
2023 Q2	$15.4K	Sell	834 -555	-40%	-$9.75K	﹤0.01%	6988
2023 Q1	$24.4K	Sell	1,389 -356	-20%	-$6.64K	﹤0.01%	6941
2022 Q4	$30.5K	Buy	1,745 +902	+107%	+$16.2K	﹤0.01%	7225
2022 Q3	$14K	Sell	843 -1,375	-62%	-$27.8K	﹤0.01%	7906
2022 Q2	$43K	Buy	2,218 +1,841	+488%	+$39.4K	﹤0.01%	6035
2022 Q1	$9K	Buy	377 +296	+365%	+$7.05K	﹤0.01%	8549
2021 Q4	$2K	Buy	81 +33	+69%	+$834	﹤0.01%	9800
2021 Q3	$1K	Buy	+48	New	+$1.22K	﹤0.01%	9188

Other funds holding HYIN

WIM

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

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's HYIN Position: Q2 2026 in Review

UBS Group opened a new position in WisdomTree Private Credit and Alternative Income Fund (HYIN) in Q2 2026: 585 shares worth $8.37K. The stake represents ﹤0.01% of the portfolio and ranks #8686 among its holdings. This is a return to the name: UBS Group previously reported a position in HYIN as recently as Q4 2025.

UBS Group first reported a position in HYIN in Q3 2021 and has held it in 11 quarters since. The position peaked at $43K in Q2 2022. 14 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

UBS Group held 585 shares of WisdomTree Private Credit and Alternative Income Fund worth $8.37K as of Q2 2026.
WisdomTree Private Credit and Alternative Income Fund was a new UBS Group position in Q2 2026.
WisdomTree Private Credit and Alternative Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8686 holding.
UBS Group first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q3 2021 and has held it in 11 quarters since.
UBS Group's WisdomTree Private Credit and Alternative Income Fund position peaked at $43K in Q2 2022.
14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.