WealthPlan Investment Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

WealthPlan Investment Management’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
2026 Q2	$11.4M	Buy	248,058 +18,748	+8%	+$862K	0.56%	49
2026 Q1	$10.4M	Buy	229,310 +172,726	+305%	+$7.99M	0.58%	44
2025 Q4	$2.63M	Buy	+56,584	New	+$2.63M	0.17%	117

Other funds holding QHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

WealthPlan Investment Management increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 8.2% in Q2 2026, buying an estimated $862K and bringing the position to 248,058 shares worth $11.4M. The position accounts for 0.56% of the portfolio, ranked #49.

WealthPlan Investment Management first reported a position in QHY in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

WealthPlan Investment Management held 248,058 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $11.4M as of Q2 2026.
WealthPlan Investment Management bought 18,748 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $862K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.56% of WealthPlan Investment Management's portfolio in Q2 2026, its #49 holding.
WealthPlan Investment Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2025 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

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