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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

66 hedge funds and large institutions have $163M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

0.25% less ownership

Funds ownership: 82.35%82.1% (-0.25%)

5% less capital invested

Capital invested by funds: $171M → $163M (-$8.04M)

1% less funds holding

Funds holding: 6766 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
25
Reduced
25
Closed
10
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
$73.7M -$1.09M -24,034 -1%
Bank of America
2
Bank of America
North Carolina
$30.6M +$631K +13,970 +2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.72M +$588K +13,024 +7%
LPL Financial
4
LPL Financial
California
$4.81M +$28.1K +623 +0.6%
GFG
5
Goldstone Financial Group
Illinois
$4.04M +$48.3K +1,070 +1%
Morgan Stanley
6
Morgan Stanley
New York
$3.32M -$1.43M -31,623 -30%
CWM
7
Collaborative Wealth Management
Florida
$2.95M -$202K -4,464 -7%
PAG
8
Private Advisor Group
New Jersey
$2.7M +$101K +2,229 +4%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$2.54M +$1.49M +32,955 +149%
HBS
10
Howard Bailey Securities
Indiana
$2.51M +$94.9K +2,101 +4%
AI
11
Atria Investments
North Carolina
$2.41M -$133K -2,945 -5%
IA
12
Insight Advisors
Pennsylvania
$1.86M +$110K +2,425 +6%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.65M +$33.7K +745 +2%
MFA
14
Millington Financial Advisors
Illinois
$1.59M +$82.2K +1,820 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.47M -$530K -11,733 -27%
DFP
16
Defined Financial Planning
California
$1.46M -$197K -4,360 -12%
BWMG
17
Barnes Wealth Management Group
California
$1.43M +$70K +1,549 +5%
Jane Street
18
Jane Street
New York
$1.29M -$2.56M -56,693 -67%
Raymond James Financial
19
Raymond James Financial
Florida
$1.04M +$346K +7,658 +51%
AA
20
Armis Advisers
Georgia
$925K -$172K -3,810 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$910K -$128K -2,829 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$889K +$50.2K +1,111 +6%
OPWM
23
Oxinas Partners Wealth Management
Indiana
$883K +$25.2K +557 +3%
NS
24
NBC Securities
Alabama
$879K -$12.5K -277 -1%
MPW
25
Melone Private Wealth
Michigan
$747K +$52.5K +1,162 +8%

QHY Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2025, worth a combined $163M — down 4.7% from $171M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QHY and 9 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 25 added.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $1.49M. The largest seller was Invenio Wealth Partners, exiting entirely with an estimated $8.1M sold.

  • 66 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $163M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2025 and 10 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $1.49M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2025 was Invenio Wealth Partners, an estimated $8.1M sold.

Based on aggregated 13F filings for Q2 2025.