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WealthPLAN Partners’s WisdomTree Private Credit and Alternative Income Fund HYIN Stock Holding History

WealthPLAN Partners’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 		$448K Buy
31,344
+12,003
+62% +$174K 0.09% 171
2026
Q1 		$279K Buy
19,341
+5,109
+36% +$78K 0.05% 197
2025
Q4 		$226K Buy
+14,232
New +$230K 0.03% 257

Other funds holding HYIN

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WealthPLAN Partners's HYIN Position: Q2 2026 in Review

WealthPLAN Partners increased its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 62% in Q2 2026, buying an estimated $174K and bringing the position to 31,344 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #171.

WealthPLAN Partners first reported a position in HYIN in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold HYIN as of Q2 2026.

  • WealthPLAN Partners held 31,344 shares of WisdomTree Private Credit and Alternative Income Fund worth $448K as of Q2 2026.
  • WealthPLAN Partners bought 12,003 WisdomTree Private Credit and Alternative Income Fund shares in Q2 2026, an estimated $174K.
  • WisdomTree Private Credit and Alternative Income Fund made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #171 holding.
  • WealthPLAN Partners first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.