WIM
HYD icon

WealthPlan Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

WealthPlan Investment Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Buy
6,519
+696
+12% +$35.6K 0.02% 379
2026
Q1 		$292K Buy
+5,823
New +$297K 0.02% 399
2025
Q4 		– Sell
-7,848
Closed -$399K – 382
2025
Q3 		$399K Buy
+7,848
New +$390K 0.03% 245
2023
Q3 		– Sell
-484
Closed -$24.8K – 238
2023
Q2 		$24.8K Sell
484
-47
-9% -$2.41K 0.01% 232
2023
Q1 		$27.5K Buy
+531
New +$27.4K ﹤0.01% 281

Other funds holding HYD

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

WealthPlan Investment Management's HYD Position: Q2 2026 in Review

WealthPlan Investment Management increased its VanEck High Yield Muni ETF (HYD) stake by 12% in Q2 2026, buying an estimated $35.6K and bringing the position to 6,519 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #379.

WealthPlan Investment Management first reported a position in HYD in Q1 2023 and has held it in 5 quarters since. The position peaked at $399K in Q3 2025. 127 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • WealthPlan Investment Management held 6,519 shares of VanEck High Yield Muni ETF worth $336K as of Q2 2026.
  • WealthPlan Investment Management bought 696 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $35.6K.
  • VanEck High Yield Muni ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #379 holding.
  • WealthPlan Investment Management first reported a position in VanEck High Yield Muni ETF in Q1 2023 and has held it in 5 quarters since.
  • WealthPlan Investment Management's VanEck High Yield Muni ETF position peaked at $399K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.