WIM
HYIN icon

WealthPlan Investment Management’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

WealthPlan Investment Management’s Portfolio HYIN Stock Details HYIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.89M Sell
411,948
-12,358
-3% -$179K 0.29% 79
2026
Q1 		$6.12M Buy
424,306
+286,943
+209% +$4.38M 0.34% 72
2025
Q4 		$2.18M Buy
+137,363
New +$2.22M 0.14% 132

Other funds holding HYIN

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

WealthPlan Investment Management reduced its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 2.9% in Q2 2026, selling an estimated $179K and leaving 411,948 shares worth $5.89M. The position accounts for 0.29% of the portfolio, ranked #79.

WealthPlan Investment Management first reported a position in HYIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.12M in Q1 2026. 8 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

  • WealthPlan Investment Management held 411,948 shares of WisdomTree Private Credit and Alternative Income Fund worth $5.89M as of Q2 2026.
  • WealthPlan Investment Management sold 12,358 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2026, an estimated $179K.
  • WisdomTree Private Credit and Alternative Income Fund made up 0.29% of WealthPlan Investment Management's portfolio in Q2 2026, its #79 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's WisdomTree Private Credit and Alternative Income Fund position peaked at $6.12M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

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