Wayfinding Financial’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Wayfinding Financial’s Portfolio QSIG Stock Details QSIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-682	Closed	-$33K	–	740
2025 Q1	$33K	Buy	+682	New	+$32.9K	0.01%	452

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wayfinding Financial's QSIG Position: Q2 2025 in Review

Wayfinding Financial sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2025, closing a stake of 682 shares — an estimated $33K sold.

Wayfinding Financial first reported a position in QSIG in Q1 2025 and held it in 1 quarter. The position peaked at $33K in Q1 2025. 24 funds tracked by Wall St. Rank hold QSIG as of Q2 2025.

Wayfinding Financial reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 682 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2025, an estimated $33K.
Wayfinding Financial first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $33K in Q1 2025.
24 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2025.

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