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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

67 hedge funds and large institutions have $171M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

10% more funds holding

Funds holding: 6167 (+6)

2.56% more ownership

Funds ownership: 79.79%82.35% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $173M → $171M (-$2.08M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
22
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73.1M +$397K +8,730 +0.5%
Bank of America
2
Bank of America
North Carolina
$29.3M -$236K -5,182 -0.8%
IWP
3
Invenio Wealth Partners
Florida
$8.1M -$348K -7,642 -4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.95M +$274K +6,030 +4%
Morgan Stanley
5
Morgan Stanley
New York
$4.68M -$319K -7,006 -6%
LPL Financial
6
LPL Financial
California
$4.67M -$98.5K -2,165 -2%
GFG
7
Goldstone Financial Group
Illinois
$3.89M +$45.8K +1,006 +1%
Jane Street
8
Jane Street
New York
$3.82M +$3.25M +71,433 +535%
CWM
9
Collaborative Wealth Management
Florida
$3.09M -$166K -3,638 -5%
PAG
10
Private Advisor Group
New Jersey
$2.54M +$49.1K +1,080 +2%
AI
11
Atria Investments
North Carolina
$2.49M +$76.4K +1,680 +3%
HBS
12
Howard Bailey Securities
Indiana
$2.36M +$201K +4,413 +9%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.97M -$157K -3,450 -7%
IA
14
Insight Advisors
Pennsylvania
$1.71M +$261K +5,742 +18%
DFP
15
Defined Financial Planning
California
$1.63M +$183K +4,026 +13%
SAM
16
Smartleaf Asset Management
Massachusetts
$1.58M +$32.7K +719 +2%
MFA
17
Millington Financial Advisors
Illinois
$1.43M +$166K +3,646 +13%
BWMG
18
Barnes Wealth Management Group
California
$1.33M +$111K +2,432 +9%
AA
19
Armis Advisers
Georgia
$1.08M -$182K -4,007 -14%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.02M -$74.1K -1,628 -7%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$997K +$1.01M +22,111 New
NS
22
NBC Securities
Alabama
$872K +$880K +19,333 +107,406%
OPWM
23
Oxinas Partners Wealth Management
Indiana
$839K +$30.9K +680 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$820K -$113K -2,474 -12%
GWM
25
Geneos Wealth Management
Colorado
$704K +$350K +7,700 +97%

QHY Hedge Fund Activity: Q1 2025 in Review

67 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2025, worth a combined $171M — down 1.2% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QHY positions and 5 closed out — a net gain of 7 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, adding an estimated $3.25M. The largest seller was Leo Wealth LLC, exiting entirely with an estimated $7.63M sold.

  • 67 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2025, up from 61 in Q4 2024.
  • Funds reported $171M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 12 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2025 was Jane Street, an estimated $3.25M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2025 was Leo Wealth LLC, an estimated $7.63M sold.

Based on aggregated 13F filings for Q1 2025.