WF
QHY

Wayfinding Financial’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Wayfinding Financial’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
2025
Q2 		– Sell
-518
Closed -$23K – 739
2025
Q1 		$23K Buy
+518
New +$23.6K 0.01% 526

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Wayfinding Financial's QHY Position: Q2 2025 in Review

Wayfinding Financial sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2025, closing a stake of 518 shares — an estimated $23K sold.

Wayfinding Financial first reported a position in QHY in Q1 2025 and held it in 1 quarter. The position peaked at $23K in Q1 2025. 66 funds tracked by Wall St. Rank hold QHY as of Q2 2025.

  • Wayfinding Financial reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 518 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2025, an estimated $23K.
  • Wayfinding Financial first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $23K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.