WF
QSIG

WealthPoint Financial’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

WealthPoint Financial’s Portfolio QSIG Stock Details QSIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$732K Buy
15,152
+605
+4% +$29.3K 0.53% 44
2026
Q1 		$706K Buy
14,547
+1,233
+9% +$60.3K 0.59% 45
2025
Q4 		$652K Buy
+13,314
New +$653K 0.57% 44

Other funds holding QSIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

WealthPoint Financial's QSIG Position: Q2 2026 in Review

WealthPoint Financial increased its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 4.2% in Q2 2026, buying an estimated $29.3K and bringing the position to 15,152 shares worth $732K. The position accounts for 0.53% of the portfolio, ranked #44.

WealthPoint Financial first reported a position in QSIG in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

  • WealthPoint Financial held 15,152 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $732K as of Q2 2026.
  • WealthPoint Financial bought 605 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2026, an estimated $29.3K.
  • WisdomTree U.S. Short Term Corporate Bond Fund made up 0.53% of WealthPoint Financial's portfolio in Q2 2026, its #44 holding.
  • WealthPoint Financial first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.