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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

70 hedge funds and large institutions have $206M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

21% more capital invested

Capital invested by funds: $171M → $206M (+$35.1M)

14.72% more ownership

Funds ownership: 83.52%98.24% (+15%)

5% less funds holding

Funds holding: 7470 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
33
Reduced
22
Closed
9
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
$77M +$1.99M +42,963 +3%
Bank of America
2
Bank of America
North Carolina
$53.1M +$21M +454,195 +64%
WIM
3
WealthPlan Investment Management
Nebraska
$10.4M +$7.99M +172,726 +305%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.25M +$253K +5,470 +3%
AFTS
5
American Financial & Tax Strategies
New York
$6.82M +$6.92M +149,652 New
LPL Financial
6
LPL Financial
California
$5.34M +$97.3K +2,103 +2%
Morgan Stanley
7
Morgan Stanley
New York
$4.03M +$329K +7,105 +9%
PAG
8
Private Advisor Group
New Jersey
$3.44M +$468K +10,119 +15%
GFG
9
Goldstone Financial Group
Illinois
$2.73M -$1.28M -27,673 -32%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.52M +$1.53M +33,051 +149%
AI
11
Atria Investments
North Carolina
$2.44M +$21.1K +457 +0.9%
KAS
12
Kestra Advisory Services
Texas
$1.93M +$1.39M +30,114 +245%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.82M +$53.4K +1,155 +3%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$1.7M +$111K +2,392 +7%
MFA
15
Millington Financial Advisors
Illinois
$1.52M +$57.8K +1,250 +4%
BWMG
16
Barnes Wealth Management Group
California
$1.52M +$34.1K +738 +2%
Mariner
17
Mariner
Kansas
$1.4M -$5.18K -112 -0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.26M +$413K +8,918 +48%
UBS AM
19
UBS AM
Illinois
$1.22M +$1.24M +26,706 New
JP Morgan Chase
20
JP Morgan Chase
New York
$1.19M -$39.6K -856 -3%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$976K +$43.9K +948 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$903K +$5.27K +114 +0.6%
NS
23
NBC Securities
Alabama
$880K -$105K -2,271 -11%
VPW
24
Vericrest Private Wealth
Pennsylvania
$840K +$12.5K +271 +1%
NC
25
NewSquare Capital
Pennsylvania
$742K +$38.5K +832 +5%