Vantage Financial Partners (Wisconsin)’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$21.3K	Sell	1,064 -424	-28%	-$8.68K	﹤0.01%	211
2025 Q3	$30.6K	Sell	1,488 -106	-7%	-$2.24K	0.01%	216
2025 Q2	$34K	Sell	1,594 -1,494	-48%	-$30.5K	0.01%	203
2025 Q1	$65.5K	Buy	3,088 +5	+0.2%	+$107	0.02%	192
2024 Q4	$66K	Sell	3,083 -85	-3%	-$1.86K	0.02%	179
2024 Q3	$71.9K	Buy	3,168 +8	+0.3%	+$169	0.02%	188
2024 Q2	$63.8K	Buy	3,160 +7	+0.2%	+$143	0.02%	148
2024 Q1	$63.7K	Sell	3,153 -95	-3%	-$1.89K	0.02%	140
2023 Q4	$64.3K	Sell	3,248 -142	-4%	-$2.68K	0.02%	131
2023 Q3	$63.7K	Sell	3,390 -88	-3%	-$1.66K	0.03%	82
2023 Q2	$65.7K	Buy	3,478 +1,033	+42%	+$19.6K	0.02%	91
2023 Q1	$46.2K	Buy	+2,445	New	+$45.7K	0.02%	89

Other funds holding DHY

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s DHY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its UBS Asset Management High Yield Credit Fund (DHY) stake by 28% in Q4 2025, selling an estimated $8.68K and leaving 1,064 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Vantage Financial Partners (Wisconsin) first reported a position in DHY in Q1 2023 and has held it in 12 quarters since. The position peaked at $71.9K in Q3 2024. 70 funds tracked by Wall St. Rank hold DHY as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 1,064 shares of UBS Asset Management High Yield Credit Fund worth $21.3K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 424 UBS Asset Management High Yield Credit Fund shares in Q4 2025, an estimated $8.68K.
UBS Asset Management High Yield Credit Fund made up ﹤0.01% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #211 holding.
Vantage Financial Partners (Wisconsin) first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s UBS Asset Management High Yield Credit Fund position peaked at $71.9K in Q3 2024.
70 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.