WisdomTree Private Credit and Alternative Income Fund
HYIN
8 hedge funds and large institutions have $1.16M invested in WisdomTree Private Credit and Alternative Income Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
3% more capital invested
Capital invested by funds: $1.13M → $1.16M (+$34.6K)
2.81% less ownership
Funds ownership: 5.57% → 2.76% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$294K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$51.5K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$14.8K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.7K |
| 5 |
Morgan Stanley
New York
|
+$37 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$260K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.3K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$93 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $560K | +$294K | +15,886 | +104% |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $533K | +$14.8K | +800 | +3% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $52.3K | +$51.5K | +2,783 | +2,157% |
|
|
PSFG
4
Park Square Financial Group
Roswell,
Georgia
| $8.98K | +$9.26K | +500 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $3.59K | +$3.7K | +200 | New |
|
|
AG
6
AmeriFlex Group
Las Vegas,
Nevada
| $2.42K | +$2.46K | +133 | New |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $108 | -$93 | -5 | -45% |
|
|
8
Morgan Stanley
New York
| $45 | +$37 | +2 | New |
|
|
SA
9
SFI Advisors
Montclair,
New Jersey
| – | -$260K | -13,652 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$20.3K | -1,066 | Closed |
|
HYIN Hedge Fund Activity: Q4 2024 in Review
8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Private Credit and Alternative Income Fund (HYIN) for Q4 2024, worth a combined $1.16M — up 3.1% from $1.13M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HYIN positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $294K. The largest seller was SFI Advisors, exiting entirely with an estimated $260K sold.
- 8 institutional investors held WisdomTree Private Credit and Alternative Income Fund (HYIN) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $1.16M of WisdomTree Private Credit and Alternative Income Fund stock for Q4 2024, up 3.1% quarter-over-quarter.
- 4 funds opened new WisdomTree Private Credit and Alternative Income Fund positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree Private Credit and Alternative Income Fund buyer in Q4 2024 was Envestnet Asset Management, an estimated $294K added.
- The largest WisdomTree Private Credit and Alternative Income Fund seller in Q4 2024 was SFI Advisors, an estimated $260K sold.
Based on aggregated 13F filings for Q4 2024.