Vault-13

WISDOMTREE TR QHY

US HGH YLD CORP · ETP · CUSIP 97717X172

73 institutional holders +3 vs Q1 2026
2,861,3662.9m shares reported held*
$131.1mreported value*
7 new 28 added 27 reduced 4 sold out net bought ≈ $1.6m (+34.9k 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 ($77.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.81.

Trends to Q2 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: 70Q2 26: 7373Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202673

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 32 bought or addedQ3 24: 21 cut or sold outQ4 24: 29 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 31 cut or sold outQ2 25: 33 bought or addedQ2 25: 34 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 26 cut or sold outQ4 25: 35 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 40 bought or addedQ1 26: 31 cut or sold outQ2 26: 35 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243221
Q4 20242926
Q1 20253431
Q2 20253334
Q3 20253726
Q4 20253526
Q1 20264031
Q2 20263531

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +27,099+27.1k
JANE STREET GROUP, LLC Added +24,297+24.3k
WealthPlan Investment Management, LLC Added +18,748+18.7k
LPL Financial LLC Added +12,693+12.7k
MERCER GLOBAL ADVISORS INC /ADV New +11,782+11.8k
MORGAN STANLEY Added +11,246+11.2k
JPMORGAN CHASE & CO Added +10,734+10.7k
WealthPLAN Partners, LLC Added +7,976+8.0k
W.H. Cornerstone Investments Inc. New +5,861+5.9k
OSAIC HOLDINGS, INC. Added +5,510+5.5k

Biggest sellers

Private Advisor Group, LLC Reduced -44,264-44.3k
Kestra Advisory Services, LLC Reduced -21,586-21.6k
Melone Private Wealth, LLC Sold out -16,105-16.1k
Mariner, LLC Reduced -14,083-14.1k
Atria Investments, Inc Reduced -13,424-13.4k
LANARK FINANCIAL, INC. Reduced -2,811-2.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -2,325-2.3k
Gateway Wealth Partners, LLC Reduced -1,750-1.8k
Composition Wealth, LLC Reduced -1,655-1.7k
Collaborative Wealth Managment Inc. Reduced -1,177-1.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,192,9911.2m $54.7m $54.7m 0.00% Added +27.1k +27,099
2 WealthPlan Investment Management, LLC 0.56% of their portfolio OMAHA, NE 248,058248.1k $11.4m $11.4m 0.56% Added +18.7k +18,748
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 203,626203.6k $9.3m $9.3m 0.01% Added +556 +556
4 AMERICAN FINANCIAL & TAX STRATEGIES INC 3.09% of their portfolio NEW YORK, NY 149,153149.2k $6.8m $6.8m 3.09% Reduced -499 -499
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 129,939129.9k $6.0m $6.0m 0.00% Added +12.7k +12,693
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 99,74999.7k $4.6m $4.6m 0.00% Added +11.2k +11,246
7 Goldstone Financial Group, LLC 0.25% of their portfolio OAKBROOK TERRACE, IL 59,32759.3k $2.7m $2.7m 0.25% Reduced -612 -612
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 54,68654.7k $2.5m $2.5m 0.00% Reduced -607 -607
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,55340.6k $1.9m $1.9m 0.00% Added +24.3k +24,297
10 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 40,48540.5k $1.9m $1.9m 0.06% Unchanged
11 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 40,12140.1k $1.8m $1.8m 0.02% Reduced -13.4k -13,424
12 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 37,27837.3k $1.7m $1.7m 0.02% Unchanged
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 37,14837.1k $1.7m $1.7m 0.00% Added +10.7k +10,734
14 Millington Financial Advisors, LLC 0.66% of their portfolio NAPERVILLE, IL 36,37736.4k $1.7m $1.7m 0.66% Added +3.3k +3,299
15 Barnes Wealth Management Group, Inc 0.72% of their portfolio Bakersfield, CA 33,76933.8k $1.5m $1.5m 0.72% Added +387 +387
16 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 31,19231.2k $1.4m $1.4m 0.01% Reduced -44.3k -44,264
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 27,96128.0k $1.3m $1.3m 0.00% Added +305 +305
18 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% Unchanged
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,33925.3k $1.2m $1.2m 0.00% Added +5.5k +5,510
20 Oxinas Partners, LLC 0.40% of their portfolio JEFFERSONVILLE, IN 22,39422.4k $1.0m $1.0m 0.40% Added +955 +955
21 Vericrest Private Wealth 0.90% of their portfolio NEWTOWN, PA 22,14122.1k $1.0m $1.0m 0.90% Added +3.7k +3,685
22 WealthPLAN Partners, LLC 0.19% of their portfolio OMAHA, NE 21,55921.6k $987.6k $987.6k 0.19% Added +8.0k +7,976
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 20,84220.8k $954.8k $954.8k 0.00% Reduced -21.6k -21,586
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 17,44617.4k $799.2k $799.2k 0.00% Added +1.3k +1,339
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,73216.7k $766.5k $766.5k 0.00% Reduced -14.1k -14,083
26 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 16,50816.5k $756.3k $756.3k 0.05% Reduced -2.8k -2,811
27 NewSquare Capital LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 16,50216.5k $756.0k $756.0k 0.06% Added +205 +205
28 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,27812.3k $562.4k $562.4k 0.01% Added +207 +207
29 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,78211.8k $539.7k $539.7k 0.00% New
30 Insight Advisors, LLC/ PA 0.09% of their portfolio Newtown, PA 11,72211.7k $537.0k $537.0k 0.09% Reduced -145 -145
31 Vines Capital Management, LLC 0.43% of their portfolio MONROE, LA 11,51011.5k $527.3k $527.3k 0.43% Reduced -7 -7
32 WealthPoint Financial, LLC 0.38% of their portfolio CRAMERTON, NC 11,23111.2k $514.5k $514.5k 0.38% Added +432 +432
33 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 9,99210.0k $459.2k $459.2k 0.04% Reduced -762 -762
34 Team Financial Group, LLC 0.18% of their portfolio TEMECULA, CA 9,4029.4k $430.7k $430.7k 0.18% Reduced -528 -528
35 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,5238.5k $390.4k $390.4k 0.01% Added +273 +273
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,2208.2k $376.6k $376.6k 0.00% Added +542 +542
37 Collaborative Wealth Managment Inc. 0.15% of their portfolio LAKE MARY, FL 7,8187.8k $358.2k $358.2k 0.15% Reduced -1.2k -1,177
38 5T Wealth, LLC 0.13% of their portfolio Napa, CA 7,7687.8k $355.9k $355.9k 0.13% Reduced -134 -134
39 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,6807.7k $351.8k $351.8k 0.01% Added +150 +150
40 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,6886.7k $306.0k $306.0k 0.00% Added +437 +437
41 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 6,2406.2k $285.8k $285.8k 0.02% Reduced -1.8k -1,750
42 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 6,1786.2k $283.0k $283.0k 0.00% Reduced -963 -963
43 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 5,9275.9k $271.5k $271.5k 0.00% Reduced -1.7k -1,655
44 W.H. Cornerstone Investments Inc. 0.15% of their portfolio KINGSTON, MA 5,8615.9k $268.5k $268.5k 0.15% New
45 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 5,1725.2k $236.9k $236.9k 0.00% New
46 Mach-1 Financial Group, LLC 0.09% of their portfolio Rogers, AR 4,9565.0k $227.0k $227.0k 0.09% Reduced -797 -797
47 HOWARD BAILEY SECURITIES, LLC 0.08% of their portfolio FORT WAYNE, IN 4,9164.9k $225.2k $225.2k 0.08% Reduced -523 -523
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,5414.5k $208.0k $208.0k 0.00% Reduced -9 -9
49 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,3794.4k $200.6k $200.6k 0.00% New
50 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,1633.2k $144.9k $144.9k 0.00% Added +549 +549
51 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,0623.1k $140.2k $140.2k 0.01% Added +1.2k +1,216
52 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,8262.8k $129.5k $129.5k 0.00% Reduced -343 -343
53 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 1,9351.9k $88.6k $88.6k 0.02% Reduced -759 -759
54 SHP Wealth Management 0.01% of their portfolio PLYMOUTH, MA 1,7851.8k $81.8k $81.8k 0.01% Reduced -586 -586
55 EVOLUTION WEALTH MANAGEMENT INC. 0.04% of their portfolio FORT MYERS, FL 1,5641.6k $71.6k $71.6k 0.04% Reduced -114 -114
56 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,5331.5k $70.2k $70.2k 0.04% Unchanged
57 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3391.3k $61.3k $61.3k 0.00% Reduced -127 -127
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1921.2k $54.6k $54.6k 0.00% Added +712 +712
59 TOUNJIAN ADVISORY PARTNERS, LLC 0.02% of their portfolio FORT MYERS, FL 915915 $41.9k $41.9k 0.02% New
60 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 705705 $32.3k $32.3k 0.00% Added +2 +2
61 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 460460 $21.1k $21.1k 0.00% Added +6 +6
62 Covestor Ltd 0.01% of their portfolio LONDON, X0 298298 $14.0k $14.0k 0.01% Reduced -11 -11
63 Caldwell Trust Co 0.00% of their portfolio Venice, FL 269269 $12.3k $12.3k 0.00% Unchanged
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 213213 $9.8k $9.8k 0.00% Unchanged
65 MCDONALD PARTNERS LLC 0.00% of their portfolio CLEVELAND, OH 181181 $8.3k $8.3k 0.00% New
66 FMR LLC 0.00% of their portfolio BOSTON, MA 9292 $4.2k $4.2k 0.00% Added +4 +4
67 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 8484 $3.8k $3.8k 0.00% Unchanged
68 Planning Strategies Inc. 0.00% of their portfolio LANCASTER, PA 2121 $962 $962 0.00% First filing
69 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2020 $916 $916 0.00% First filing
70 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 1717 $779 $779 0.00% Unchanged
71 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 88 $366 $366 0.00% New
72 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 33 $137 $137 0.00% Unchanged
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $66 $66 0.00% Reduced -72 -72