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 Q3	$567K	Buy	44,441 +13,097	+42%	+$184K	0.1%	147
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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WealthPLAN Partners's HYIN Position: Q3 2026 in Review

WealthPLAN Partners increased its WisdomTree Private Credit and Alternative Income Fund (HYIN) stake by 42% in Q3 2026, buying an estimated $184K and bringing the position to 44,441 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #147.

WealthPLAN Partners first reported a position in HYIN in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold HYIN as of Q3 2026.

WealthPLAN Partners held 44,441 shares of WisdomTree Private Credit and Alternative Income Fund worth $567K as of Q3 2026.
WealthPLAN Partners bought 13,097 WisdomTree Private Credit and Alternative Income Fund shares in Q3 2026, an estimated $184K.
WisdomTree Private Credit and Alternative Income Fund made up 0.1% of WealthPLAN Partners's portfolio in Q3 2026, its #147 holding.
WealthPLAN Partners first reported a position in WisdomTree Private Credit and Alternative Income Fund in Q4 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree Private Credit and Alternative Income Fund as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.