PSI
QHY

Planning Strategies Inc.’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Planning Strategies Inc.’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
Q2 		$962 Buy
+21
New +$965 ﹤0.01% 746

Other funds holding QHY

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Planning Strategies Inc.'s QHY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q2 2026: 21 shares worth $962. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

30 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

  • Planning Strategies Inc. held 21 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $962 as of Q2 2026.
  • WisdomTree U.S. High Yield Corporate Bond Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #746 holding.
  • 30 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.