Wells Fargo
HYZD icon

Wells Fargo’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Wells Fargo’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3K Sell
150
-11,176
-99% -$251K ﹤0.01% 6194
2025
Q4 		$255K Buy
11,326
+11,325
+1,132,500% +$255K ﹤0.01% 4929
2025
Q3 		$18 Hold
1
– – ﹤0.01% 6723
2025
Q2 		$13 Hold
1
– – ﹤0.01% 6872
2025
Q1 		$24 Buy
+1
New +$22 ﹤0.01% 6613
2024
Q4 		– Sell
-1,621
Closed -$36.2K – 6848
2024
Q3 		$35.9K Sell
1,621
-200
-11% -$4.39K ﹤0.01% 5463
2024
Q2 		$39.8K Buy
1,821
+1,820
+182,000% +$40K ﹤0.01% 5382
2024
Q1 		$27 Sell
1
-3,524
-100% -$76.9K ﹤0.01% 7016
2023
Q4 		$76.2K Sell
3,525
-16,721
-83% -$356K ﹤0.01% 5074
2023
Q3 		$428K Sell
20,246
-687
-3% -$14.6K ﹤0.01% 3880
2023
Q2 		$440K Buy
20,933
+1,424
+7% +$29.4K ﹤0.01% 4040
2023
Q1 		$405K Sell
19,509
-1,803
-8% -$37.6K ﹤0.01% 3991
2022
Q4 		$441K Sell
21,312
-186
-0.9% -$3.87K ﹤0.01% 3721
2022
Q3 		$432K Sell
21,498
-230
-1% -$4.75K ﹤0.01% 3778
2022
Q2 		$432K Sell
21,728
-368
-2% -$7.76K ﹤0.01% 3829
2022
Q1 		$484K Sell
22,096
-982
-4% -$21.4K ﹤0.01% 4430
2021
Q4 		$514K Sell
23,078
-232
-1% -$5.14K ﹤0.01% 4651
2021
Q3 		$518K Sell
23,310
-1,400
-6% -$31.1K ﹤0.01% 4645
2021
Q2 		$550K Sell
24,710
-379
-2% -$8.39K ﹤0.01% 4568
2021
Q1 		$555K Sell
25,089
-826
-3% -$18.2K ﹤0.01% 4626
2020
Q4 		$565K Sell
25,915
-2,322
-8% -$49.7K ﹤0.01% 4433
2020
Q3 		$587K Sell
28,237
-5,028
-15% -$105K ﹤0.01% 4229
2020
Q2 		$670K Buy
33,265
+363
+1% +$7.28K ﹤0.01% 4117
2020
Q1 		$614K Buy
32,902
+22
+0.1% +$481 ﹤0.01% 3888
2019
Q4 		$762K Sell
32,880
-2,905
-8% -$66.9K ﹤0.01% 4047
2019
Q3 		$823K Sell
35,785
-294
-0.8% -$6.82K ﹤0.01% 3992
2019
Q2 		$841K Buy
36,079
+901
+3% +$21.1K ﹤0.01% 4001
2019
Q1 		$818K Buy
+35,178
New +$819K ﹤0.01% 4030

Other funds holding HYZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo's HYZD Position: Q1 2026 in Review

Wells Fargo reduced its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 99% in Q1 2026, selling an estimated $251K and leaving 150 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6194.

Wells Fargo first reported a position in HYZD in Q1 2019 and has held it in 28 quarters since. The position peaked at $841K in Q2 2019. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

  • Wells Fargo held 150 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $3.3K as of Q1 2026.
  • Wells Fargo sold 11,176 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $251K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6194 holding.
  • Wells Fargo first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2019 and has held it in 28 quarters since.
  • Wells Fargo's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $841K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.