Vault-13

WISDOMTREE TR QHY

US HGH YLD CORP · ETP · CUSIP 97717X172

70 institutional holders -4 vs Q4 2025
4,518,5444.5m shares reported held*
$205.8mreported value*
7 new 33 added 22 reduced 9 sold out net bought ≈ $38.5m (+844.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($23.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.54.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 43Q4 22: 47Q1 23: 51Q2 23: 50Q3 23: 55Q4 23: 60Q1 24: 56Q2 24: 53Q3 24: 56Q4 24: 62Q1 25: 68Q2 25: 67Q3 25: 63Q4 25: 74Q1 26: 7070Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202243
Q4 202247
Q1 202351
Q2 202350
Q3 202355
Q4 202360
Q1 202456
Q2 202453
Q3 202456
Q4 202462
Q1 202568
Q2 202567
Q3 202563
Q4 202574
Q1 202670

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 30 bought or addedQ2 24: 24 cut or sold outQ3 24: 32 bought or addedQ3 24: 21 cut or sold outQ3 24Q4 24: 29 bought or addedQ4 24: 26 cut or sold outQ1 25: 34 bought or addedQ1 25: 31 cut or sold outQ1 25Q2 25: 33 bought or addedQ2 25: 34 cut or sold outQ3 25: 37 bought or addedQ3 25: 26 cut or sold outQ3 25Q4 25: 35 bought or addedQ4 25: 26 cut or sold outQ1 26: 40 bought or addedQ1 26: 31 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243024
Q3 20243221
Q4 20242926
Q1 20253431
Q2 20253334
Q3 20253726
Q4 20253526
Q1 20264031

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +454,195+454.2k
WealthPlan Investment Management, LLC Added +172,726+172.7k
AMERICAN FINANCIAL & TAX STRATEGIES INC New +149,652+149.7k
CWM, LLC Added +42,963+43.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +33,051+33.1k
Kestra Advisory Services, LLC Added +30,114+30.1k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +26,706+26.7k
JANE STREET GROUP, LLC New +16,256+16.3k
Private Advisor Group, LLC Added +10,119+10.1k
ENVESTNET ASSET MANAGEMENT INC Added +8,918+8.9k

Biggest sellers

Collaborative Wealth Managment Inc. Reduced -48,057-48.1k
Insight Advisors, LLC/ PA Reduced -33,348-33.3k
Goldstone Financial Group, LLC Reduced -27,673-27.7k
EJMK Ventures LLC Sold out -7,796-7.8k
FLOW TRADERS U.S. LLC Sold out -5,917-5.9k
Leo Wealth, LLC Sold out -5,577-5.6k
MERCER GLOBAL ADVISORS INC /ADV Sold out -5,323-5.3k
Betterment LLC Sold out -5,002-5.0k
INTEGRITY ALLIANCE, LLC. Sold out -4,410-4.4k
MML INVESTORS SERVICES, LLC Sold out -4,395-4.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.20% of their portfolio OMAHA, NE 1,690,2711.7m $77.0m $77.0m 0.20% Added +43.0k +42,963
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,165,8921.2m $53.1m $53.1m 0.00% Added +454.2k +454,195
3 WealthPlan Investment Management, LLC 0.58% of their portfolio OMAHA, NE 229,310229.3k $10.4m $10.4m 0.58% Added +172.7k +172,726
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 203,070203.1k $9.2m $9.2m 0.01% Added +5.5k +5,470
5 AMERICAN FINANCIAL & TAX STRATEGIES INC 3.31% of their portfolio NEW YORK, NY 149,652149.7k $6.8m $6.8m 3.31% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 117,246117.2k $5.3m $5.3m 0.00% Added +2.1k +2,103
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 88,50388.5k $4.0m $4.0m 0.00% Added +7.1k +7,105
8 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 75,45675.5k $3.4m $3.4m 0.02% Added +10.1k +10,119
9 Goldstone Financial Group, LLC 0.30% of their portfolio OAKBROOK TERRACE, IL 59,93959.9k $2.7m $2.7m 0.30% Reduced -27.7k -27,673
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 55,29355.3k $2.5m $2.5m 0.00% Added +33.1k +33,051
11 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 53,54553.5k $2.4m $2.4m 0.03% Added +457 +457
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 42,42842.4k $1.9m $1.9m 0.01% Added +30.1k +30,114
13 Smartleaf Asset Management LLC 0.07% of their portfolio BOSTON, MA 40,48540.5k $1.8m $1.8m 0.07% Added +1.2k +1,155
14 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 37,27837.3k $1.7m $1.7m 0.02% Added +2.4k +2,392
15 Barnes Wealth Management Group, Inc 0.77% of their portfolio Bakersfield, CA 33,38233.4k $1.5m $1.5m 0.77% Added +738 +738
16 Millington Financial Advisors, LLC 0.64% of their portfolio NAPERVILLE, IL 33,07833.1k $1.5m $1.5m 0.64% Added +1.2k +1,250
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,81530.8k $1.4m $1.4m 0.00% Reduced -112 -112
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 27,65627.7k $1.3m $1.3m 0.00% Added +8.9k +8,918
19 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 26,70626.7k $1.2m $1.2m 0.00% New
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,41426.4k $1.2m $1.2m 0.00% Reduced -856 -856
21 Oxinas Partners, LLC 0.45% of their portfolio JEFFERSONVILLE, IN 21,43921.4k $976.3k $976.3k 0.45% Added +948 +948
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,82919.8k $903.0k $903.0k 0.00% Added +114 +114
23 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 19,31919.3k $879.8k $879.8k 0.07% Reduced -2.3k -2,271
24 Vericrest Private Wealth 0.75% of their portfolio NEWTOWN, PA 18,45618.5k $840.5k $840.5k 0.75% Added +271 +271
25 NewSquare Capital LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 16,29716.3k $742.2k $742.2k 0.06% Added +832 +832
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,25616.3k $740.3k $740.3k 0.00% New
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,10716.1k $733.5k $733.5k 0.00% Reduced -271 -271
28 Melone Private Wealth, LLC 0.30% of their portfolio AUBURN HILLS, MI 16,10516.1k $733.4k $733.4k 0.30% Reduced -482 -482
29 WealthPLAN Partners, LLC 0.12% of their portfolio OMAHA, NE 13,58313.6k $618.6k $618.6k 0.12% Added +7.5k +7,527
30 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,07112.1k $549.7k $549.7k 0.01% Added +198 +198
31 Insight Advisors, LLC/ PA 0.10% of their portfolio Newtown, PA 11,86711.9k $540.4k $540.4k 0.10% Reduced -33.3k -33,348
32 Vines Capital Management, LLC 0.52% of their portfolio MONROE, LA 11,51711.5k $524.5k $524.5k 0.52% Reduced -9 -9
33 WealthPoint Financial, LLC 0.41% of their portfolio CRAMERTON, NC 10,79910.8k $491.8k $491.8k 0.41% Added +990 +990
34 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 10,75410.8k $493.9k $493.9k 0.05% Reduced -322 -322
35 Team Financial Group, LLC 0.21% of their portfolio TEMECULA, CA 9,9309.9k $452.2k $452.2k 0.21% Added +235 +235
36 Collaborative Wealth Managment Inc. 0.19% of their portfolio LAKE MARY, FL 8,9959.0k $409.7k $409.7k 0.19% Reduced -48.1k -48,057
37 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,2508.2k $375.7k $375.7k 0.01% Added +1.6k +1,623
38 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 7,9908.0k $363.9k $363.9k 0.01% New
39 5T Wealth, LLC 0.14% of their portfolio Napa, CA 7,9027.9k $359.9k $359.9k 0.14% Reduced -25 -25
40 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,6787.7k $349.7k $349.7k 0.00% Reduced -427 -427
41 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 7,5827.6k $345.3k $345.3k 0.00% Reduced -561 -561
42 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,5307.5k $342.9k $342.9k 0.01% Reduced -300 -300
43 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 7,1417.1k $325.2k $325.2k 0.00% Added +362 +362
44 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,2516.3k $285.0k $285.0k 0.00% New
45 Mach-1 Financial Group, LLC 0.09% of their portfolio Rogers, AR 5,7535.8k $262.0k $262.0k 0.09% Added +1 +1
46 HOWARD BAILEY SECURITIES, LLC 0.10% of their portfolio FORT WAYNE, IN 5,4395.4k $247.7k $247.7k 0.10% Added +411 +411
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,5504.5k $207.0k $207.0k 0.00% Added +3.6k +3,563
48 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1693.2k $144.4k $144.4k 0.00% Unchanged
49 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,6942.7k $122.7k $122.7k 0.02% Reduced -436 -436
50 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,6142.6k $119.0k $119.0k 0.00% Reduced -99 -99
51 SHP Wealth Management 0.01% of their portfolio PLYMOUTH, MA 2,3712.4k $107.9k $107.9k 0.01% Reduced -994 -994
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,3252.3k $105.9k $105.9k 0.00% New
53 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,8461.8k $84.1k $84.1k 0.01% Added +149 +149
54 EVOLUTION WEALTH MANAGEMENT INC. 0.06% of their portfolio FORT MYERS, FL 1,6781.7k $76.4k $76.4k 0.06% Reduced -211 -211
55 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,5331.5k $69.8k $69.8k 0.04% Unchanged
56 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,4661.5k $66.8k $66.8k 0.00% Reduced -9 -9
57 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 703703 $32.0k $32.0k 0.00% Added +2 +2
58 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 624624 $28.4k $28.4k 0.01% Unchanged
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 480480 $21.9k $21.9k 0.00% Added +350 +350
60 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 454454 $20.7k $20.7k 0.00% New
61 Covestor Ltd 0.01% of their portfolio LONDON, X0 309309 $14.0k $14.0k 0.01% Added +54 +54
62 Caldwell Trust Co 0.00% of their portfolio Venice, FL 269269 $12.2k $12.2k 0.00% Unchanged
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 213213 $9.7k $9.7k 0.00% Reduced -100 -100
64 Reyes Financial Architecture, Inc. 0.01% of their portfolio SAN DIEGO, CA 180180 $8.2k $8.2k 0.01% Unchanged
65 FMR LLC 0.00% of their portfolio BOSTON, MA 8888 $4.0k $4.0k 0.00% Added +34 +34
66 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 8484 $3.8k $3.8k 0.00% Unchanged
67 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7373 $3.3k $3.3k 0.00% Reduced -1 -1
68 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5353 $2.4k $2.4k 0.00% Unchanged
69 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 1717 $774 $774 0.00% Reduced -29 -29
70 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 33 $137 $137 0.00% Unchanged