WA
DHY

Waverly Advisors’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Waverly Advisors’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 		– Sell
-1,156
Closed -$23.8K – 1490
2025
Q3 		$23.8K Buy
1,156
+25
+2% +$528 ﹤0.01% 1274
2025
Q2 		$24.1K Buy
+1,131
New +$23.1K ﹤0.01% 1180

Other funds holding DHY

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Waverly Advisors's DHY Position: Q4 2025 in Review

Waverly Advisors sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q4 2025, closing a stake of 1,156 shares — an estimated $23.8K sold.

Waverly Advisors first reported a position in DHY in Q2 2025 and held it in 2 quarters. The position peaked at $24.1K in Q2 2025. 70 funds tracked by Wall St. Rank hold DHY as of Q4 2025.

  • Waverly Advisors reported no remaining UBS Asset Management High Yield Credit Fund position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 1,156 UBS Asset Management High Yield Credit Fund shares in Q4 2025, an estimated $23.8K.
  • Waverly Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2025 and held it in 2 quarters.
  • Waverly Advisors's UBS Asset Management High Yield Credit Fund position peaked at $24.1K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.