WealthPLAN Partners’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

WealthPLAN Partners’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 Q3	$1.25M	Buy	28,184 +6,625	+31%	+$302K	0.23%	90
2026 Q2	$988K	Buy	21,559 +7,976	+59%	+$367K	0.19%	104
2026 Q1	$619K	Buy	13,583 +7,527	+124%	+$348K	0.12%	143
2025 Q4	$281K	Buy	+6,056	New	+$281K	0.04%	236

Other funds holding QHY

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

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

WealthPLAN Partners's QHY Position: Q3 2026 in Review

WealthPLAN Partners increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 31% in Q3 2026, buying an estimated $302K and bringing the position to 28,184 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #90.

WealthPLAN Partners first reported a position in QHY in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold QHY as of Q3 2026.

WealthPLAN Partners held 28,184 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.25M as of Q3 2026.
WealthPLAN Partners bought 6,625 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2026, an estimated $302K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.23% of WealthPLAN Partners's portfolio in Q3 2026, its #90 holding.
WealthPLAN Partners first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2026.

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