WANY
DHY

Wealthspire Advisors (New York)’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DHY Stock Details DHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,903
Closed -$24.5K – 1495
2025
Q3 		$24.5K Buy
11,903
+258
+2% +$545 ﹤0.01% 1568
2025
Q2 		$24.8K Buy
11,645
+260
+2% +$531 ﹤0.01% 841
2025
Q1 		$24.1K Buy
11,385
+242
+2% +$519 ﹤0.01% 782
2024
Q4 		$23.8K Buy
11,143
+922
+9% +$2.02K ﹤0.01% 786
2024
Q3 		$23.2K Buy
10,221
+221
+2% +$466 ﹤0.01% 743
2024
Q2 		$20.2K Buy
+10,000
New +$20.4K ﹤0.01% 657

Other funds holding DHY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s DHY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Credit Suisse High Yield Credit Fund (DHY) in Q4 2025, closing a stake of 11,903 shares — an estimated $24.5K sold.

Wealthspire Advisors (New York) first reported a position in DHY in Q2 2024 and held it in 6 quarters. The position peaked at $24.8K in Q2 2025. 70 funds tracked by Wall St. Rank hold DHY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Credit Suisse High Yield Credit Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,903 Credit Suisse High Yield Credit Fund shares in Q4 2025, an estimated $24.5K.
  • Wealthspire Advisors (New York) first reported a position in Credit Suisse High Yield Credit Fund in Q2 2024 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s Credit Suisse High Yield Credit Fund position peaked at $24.8K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.