VCP
HYZD icon

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
Q2 		– Sell
-11,478
Closed -$253K – 510
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Verus Capital Partners's HYZD Position: Q2 2026 in Review

Verus Capital Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q2 2026, closing a stake of 11,478 shares — an estimated $253K sold.

Verus Capital Partners first reported a position in HYZD in Q1 2022 and held it in 15 quarters. The position peaked at $1.36M in Q1 2022. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • Verus Capital Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Verus Capital Partners sold 11,478 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $253K.
  • Verus Capital Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2022 and held it in 15 quarters.
  • 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 Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.