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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
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 $1.79B AUM 17.59% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $559M AUM 19.86% 1-Year Est. Return
BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $186M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WealthPLAN Partners's HYIN Position: Q1 2026 in Review

WealthPLAN Partners increased its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 36% in Q1 2026, buying an estimated $78K and bringing the position to 19,341 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #197.

WealthPLAN Partners first reported a position in HYIN in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold HYIN as of Q1 2026.

  • WealthPLAN Partners held 19,341 shares of WisdomTree Private Credit and Alternative Income Fund worth $279K as of Q1 2026.
  • WealthPLAN Partners bought 5,109 WisdomTree Private Credit and Alternative Income Fund shares in Q1 2026, an estimated $78K.
  • WisdomTree Private Credit and Alternative Income Fund made up 0.05% of WealthPLAN Partners's portfolio in Q1 2026, its #197 holding.
  • WealthPLAN Partners first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.