Vericrest Private Wealth’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Vericrest Private Wealth’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	$1.01M	Buy	22,141 +3,685	+20%	+$169K	0.9%	24
2026 Q1	$840K	Buy	18,456 +271	+1%	+$12.5K	0.75%	28
2025 Q4	$845K	Buy	+18,185	New	+$845K	0.75%	28

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

Vericrest Private Wealth's QHY Position: Q2 2026 in Review

Vericrest Private Wealth increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 20% in Q2 2026, buying an estimated $169K and bringing the position to 22,141 shares worth $1.01M. The position accounts for 0.9% of the portfolio, ranked #24.

Vericrest Private Wealth first reported a position in QHY in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Vericrest Private Wealth held 22,141 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.01M as of Q2 2026.
Vericrest Private Wealth bought 3,685 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $169K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.9% of Vericrest Private Wealth's portfolio in Q2 2026, its #24 holding.
Vericrest Private Wealth first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2025 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.