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Verus Capital Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Verus Capital Partners’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
11,478
-38
-0.3% -$854 0.02% 396
2025
Q4 		$259K Sell
11,516
-21,202
-65% -$477K 0.02% 377
2025
Q3 		$736K Sell
32,718
-11
-0% -$247 0.06% 183
2025
Q2 		$733K Buy
32,729
+1,963
+6% +$43.2K 0.07% 166
2025
Q1 		$673K Buy
30,766
+464
+2% +$10.4K 0.07% 164
2024
Q4 		$674K Sell
30,302
-3,237
-10% -$72.4K 0.06% 166
2024
Q3 		$743K Buy
33,539
+26
+0.1% +$571 0.07% 155
2024
Q2 		$733K Buy
33,513
+275
+0.8% +$6.04K 0.08% 149
2024
Q1 		$732K Sell
33,238
-831
-2% -$18.1K 0.08% 144
2023
Q4 		$736K Buy
34,069
+503
+1% +$10.7K 0.09% 130
2023
Q3 		$709K Sell
33,566
-597
-2% -$12.7K 0.1% 123
2023
Q2 		$718K Sell
34,163
-4,940
-13% -$102K 0.1% 117
2023
Q1 		$812K Buy
39,103
+1,168
+3% +$24.4K 0.13% 107
2022
Q4 		$784K Buy
+37,935
New +$788K 0.15% 98
2022
Q2 		– Sell
-64,425
Closed -$1.36M – 308
2022
Q1 		$1.36M Buy
+64,425
New +$1.4M 0.21% 86

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Verus Capital Partners's HYZD Position: Q1 2026 in Review

Verus Capital Partners reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 0.33% in Q1 2026, selling an estimated $854 and leaving 11,478 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #396.

Verus Capital Partners first reported a position in HYZD in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q1 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Verus Capital Partners held 11,478 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $253K as of Q1 2026.
  • Verus Capital Partners sold 38 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $854.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #396 holding.
  • Verus Capital Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and has held it in 15 quarters since.
  • Verus Capital Partners's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.36M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.