HYIN · WisdomTree Private Credit and Alternative Income Fund ETF
$14.23
+0.06 (+0.39%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $9,953,802
Total Shares: 690,278
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 14 13F filers · Δ vs Dec 31, 2025Top Holder
61.5%
+24.2 pts
Top 5
92.3%
+20.1 pts
Top 10
99.9%
+4.9 pts
HHI
4,118
Highly concentrated+2,242
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
6
Decreased
2
Sold Out
7
Unchanged
3
Holder count:
-4
Institutional value:
+70.1%
Shares held:
+87.4%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small WealthPlan Investment Management, LLC | +286,943 | 424,306 | |
| Large Cetera Investment Advisers | +9,860 | 67,011 | |
| Small WealthPLAN Partners, LLC | +5,109 | 19,341 | |
| Mid Prospera Financial Services Inc | +1,961 | 23,636 | |
| Small Delta Investment Management, LLC | +863 | 23,287 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | −2,214 | 10,655 | |
| Micro Breachway Investments LLC | −356 | 19,315 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid UHLMANN PRICE SECURITIES, LLC | 98,698 | $1,423,225 | |
| Mid Advisory Services Network, LLC | 2,290 | $33,021 | |
| Mid Farther Finance Advisors, LLC | 435 | $6,272 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid WEDBUSH SECURITIES INC | 27,146 | $431,349 | |
| Small Euro Pacific Asset Management, LLC | 21,450 | $340,840 | |
| Mega CITADEL ADVISORS LLC | 15,744 | $250,172 | |
| Large Cambridge Investment Research Advisors, Inc. | 10,785 | $171,373 | |
| Large Kestra Advisory Services, LLC | 5,036 | $80,022 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small WealthPlan Investment Management, LLC HYIN | $6,118,492 | 61.47% | 424,306 | Shares | 2026-04-29 | |
| Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer HYIN | $1,423,225 | 14.30% | 98,698 | Shares | 2026-04-16 | |
| Large Cetera Investment Advisers HYIN | $966,298 | 9.71% | 67,011 | Shares | 2026-05-13 | |
| Mid Prospera Financial Services Inc HYIN | $340,831 | 3.42% | 23,636 | Shares | 2026-04-14 | |
| Small Delta Investment Management, LLC HYIN | $335,798 | 3.37% | 23,287 | Shares | 2026-05-13 | |
| Small WealthPLAN Partners, LLC HYIN | $278,897 | 2.80% | 19,341 | Shares | 2026-04-29 | |
| Micro Breachway Investments LLC HYIN | $278,522 | 2.80% | 19,315 | Shares | 2026-04-13 | |
| Large OSAIC HOLDINGS, INC. HYIN | $153,644 | 1.54% | 10,655 | Shares | 2026-05-15 | |
| Mid Advisory Services Network, LLC HYIN | $33,021 | 0.33% | 2,290 | Shares | 2026-05-15 | |
| Small Signature Equity Partners, LLC HYIN | $14,420 | 0.14% | 1,000 | Shares | 2026-05-13 | |
| Mid Farther Finance Advisors, LLC HYIN | $6,272 | 0.06% | 435 | Shares | 2026-04-07 | |
| Large AE Wealth Management LLC HYIN | $2,884 | 0.03% | 200 | Shares | 2026-05-13 | |
| Mega MORGAN STANLEY HYIN | $1,484 | 0.01% | 103 | Shares | 2026-05-15 | |
| Mega FMR LLC HYIN | $14 | 0.00% | 1 | Shares | 2026-05-15 |