Wealthspire Advisors (New York)’s UBS Asset Management 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	-1,190	Closed	-$24.5K	–	1495
2025 Q3	$24.5K	Buy	1,190 +25	+2%	+$528	﹤0.01%	1568
2025 Q2	$24.8K	Buy	1,165 +26	+2%	+$531	﹤0.01%	841
2025 Q1	$24.1K	Buy	1,139 +25	+2%	+$536	﹤0.01%	782
2024 Q4	$23.8K	Buy	1,114 +92	+9%	+$2.02K	﹤0.01%	786
2024 Q3	$23.2K	Buy	1,022 +22	+2%	+$464	﹤0.01%	743
2024 Q2	$20.2K	Buy	+1,000	New	+$20.4K	﹤0.01%	657

Other funds holding DHY

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 UBS Asset Management High Yield Credit Fund (DHY) in Q4 2025, closing a stake of 1,190 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 UBS Asset Management High Yield Credit Fund position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,190 UBS Asset Management High Yield Credit Fund shares in Q4 2025, an estimated $24.5K.
Wealthspire Advisors (New York) first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2024 and held it in 6 quarters.
Wealthspire Advisors (New York)'s UBS Asset Management High Yield Credit Fund position peaked at $24.8K in Q2 2025.
70 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q4 2025.

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