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

Vicus Capital’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	$3.81M	Buy	169,198 +40,494	+31%	+$913K	0.25%	62
2026 Q1	$2.83M	Buy	128,704 +10,581	+9%	+$238K	0.21%	67
2025 Q4	$2.66M	Buy	118,123 +5,648	+5%	+$127K	0.2%	67
2025 Q3	$2.53M	Buy	112,475 +43,871	+64%	+$985K	0.19%	72
2025 Q2	$1.54M	Sell	68,604 -39,525	-37%	-$869K	0.13%	77
2025 Q1	$2.37M	Sell	108,129 -5,920	-5%	-$132K	0.22%	59
2024 Q4	$2.54M	Buy	+114,049	New	+$2.55M	0.23%	55

Other funds holding HYZD

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Vicus Capital's HYZD Position: Q2 2026 in Review

Vicus Capital increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 31% in Q2 2026, buying an estimated $913K and bringing the position to 169,198 shares worth $3.81M. The position accounts for 0.25% of the portfolio, ranked #62.

Vicus Capital first reported a position in HYZD in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

Vicus Capital held 169,198 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.81M as of Q2 2026.
Vicus Capital bought 40,494 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $913K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.25% of Vicus Capital's portfolio in Q2 2026, its #62 holding.
Vicus Capital first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.