QHY · WisdomTree U.S. High Yield Corporate Bond Fund ETF

$45.58 -0.02 (-0.04%) 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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 71

Total Value: $205,823,966

Total Shares: 4,519,631

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 71 13F filers · Δ vs Dec 31, 2025

Top Holder

37.4%

−7.4 pts

Top 5

76.1%

+1.0 pts

Top 10

84.8%

+1.2 pts

HHI

2,146

Moderately concentrated−308

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +20.6%

Shares held: +23.0%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega BANK OF AMERICA CORP /DE/	+454,195	1,165,892
Small WealthPlan Investment Management, LLC	+172,726	229,310
Large CWM, LLC	+42,963	1,690,271
Large COMMONWEALTH EQUITY SERVICES, LLC	+33,051	55,293
Large Kestra Advisory Services, LLC	+30,114	42,428

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Micro Collaborative Wealth Managment Inc.	−48,057	8,995
Small Insight Advisors, LLC/ PA	−33,348	11,867
Small Goldstone Financial Group, LLC	−27,673	59,939
Small NBC SECURITIES, INC.	−2,271	19,319
Small SHP Wealth Management	−994	2,371

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Micro AMERICAN FINANCIAL & TAX STRATEGIES INC	149,652	$6,815,152
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	26,706	$1,216,191
Mega JANE STREET GROUP, LLC	16,256	$740,298
Small Gateway Wealth Partners, LLC	7,990	$363,864
Mid PARK AVENUE SECURITIES LLC	6,251	$284,670

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Small EJMK Ventures LLC	7,796	$362,046
Small FLOW TRADERS U.S. LLC	5,917	$274,785
Small Leo Wealth, LLC	5,577	$258,995
Large MERCER GLOBAL ADVISORS INC /ADV	5,323	$247,200
Large Betterment LLC	5,002	$232,292

Filter: New 8 Increased 32 Reduced 22 Sold out 11 Unchanged 9

Showing 71 of 71

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CWM, LLC QHY

$76,974,941

37.40%

1,690,271

BANK OF AMERICA CORP /DE/ QHY

$53,094,721

25.80%

1,165,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	1,165,892	$53,094,721	100.0%	Defined

WealthPlan Investment Management, LLC QHY

$10,442,777

5.07%

229,310

Cetera Investment Advisers QHY

$9,247,807

4.49%

203,070

AMERICAN FINANCIAL & TAX STRATEGIES INC QHY

$6,815,152

3.31%

149,652

LPL Financial LLC QHY

$5,339,382

2.59%

117,246

MORGAN STANLEY QHY

$4,030,426

1.96%

88,503

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	88,503	$4,030,426	100.0%	Defined

Private Advisor Group, LLC QHY

$3,436,266

1.67%

75,456

Goldstone Financial Group, LLC QHY

$2,729,622

1.33%

59,939

COMMONWEALTH EQUITY SERVICES, LLC QHY

$2,518,043

1.22%

55,293

Atria Investments, Inc QHY

$2,438,439

1.18%

53,545

Kestra Advisory Services, LLC QHY

$1,932,171

0.94%

42,428

Smartleaf Asset Management LLC QHY

$1,843,686

0.90%

40,485

Vestmark Advisory Solutions, Inc. QHY

$1,697,640

0.82%

37,278

Barnes Wealth Management Group, Inc QHY

$1,520,216

0.74%

33,382

Millington Financial Advisors, LLC QHY

$1,506,372

0.73%

33,078

Mariner, LLC QHY

$1,403,315

0.68%

30,815

ENVESTNET ASSET MANAGEMENT INC QHY

$1,259,454

0.61%

27,656

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC QHY

$1,216,191

0.59%

26,706

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	26,706	$1,216,191	100.0%	Defined

JPMORGAN CHASE & CO QHY

$1,202,893

0.58%

26,414

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	26,414	$1,202,893	100.0%	Defined

Oxinas Partners, LLC QHY

$976,332

0.47%

21,439

OSAIC HOLDINGS, INC. QHY

$903,012

0.44%

19,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	19,165	$872,774	96.7%	Defined
Osaic Advisory Services, LLC	664	$30,238	3.3%	Defined

NBC SECURITIES, INC. QHY

$879,787

0.43%

19,319

Vericrest Private Wealth QHY

$840,486

0.41%

18,456

NewSquare Capital LLC QHY

$742,165

0.36%

16,297

JANE STREET GROUP, LLC QHY

$740,298

0.36%

16,256

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	16,256	$740,298	100.0%	Defined

RAYMOND JAMES FINANCIAL INC QHY

$733,512

0.36%

16,107

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,942	$88,438	12.1%	Defined
Raymond James Financial Services Advisors, Inc.	14,165	$645,074	87.9%	Defined

Melone Private Wealth, LLC QHY

$733,421

0.36%

16,105

WealthPLAN Partners, LLC QHY

$618,569

0.30%

13,583

RFG Advisory, LLC QHY

$549,713

0.27%

12,071

Insight Advisors, LLC/ PA QHY

$540,423

0.26%

11,867

Vines Capital Management, LLC QHY

$524,484

0.25%

11,517

Bison Wealth, LLC QHY

$489,737

0.24%

10,754

Team Financial Group, LLC QHY

$452,212

0.22%

9,930

WealthPoint Financial, LLC QHY

$446,701

0.22%

9,809

Collaborative Wealth Managment Inc. QHY

$409,632

0.20%

8,995

HARBOUR INVESTMENTS, INC. QHY

$375,705

0.18%

8,250

Gateway Wealth Partners, LLC QHY

$363,864

0.18%

7,990

5T Wealth, LLC QHY

$359,857

0.17%

7,902

AQR CAPITAL MANAGEMENT LLC QHY

$349,656

0.17%

7,678

Composition Wealth, LLC QHY

$345,284

0.17%

7,582

Geneos Wealth Management Inc. QHY

$342,916

0.17%

7,530

Concurrent Investment Advisors, LLC QHY

$325,200

0.16%

7,141

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	262	$11,931	3.7%	Sole
Held directly	6,879	$313,269	96.3%	Sole

PARK AVENUE SECURITIES LLC QHY

$284,670

0.14%

6,251

Mach-1 Financial Group, LLC QHY

$261,991

0.13%

5,753

HOWARD BAILEY SECURITIES, LLC QHY

$247,692

0.12%

5,439

ROYAL BANK OF CANADA QHY

$207,207

0.10%

4,550

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	4,550	$207,207	100.0%	Defined

Farther Finance Advisors, LLC QHY

$144,316

0.07%

3,169

REAP Financial Group, LLC QHY

$122,684

0.06%

2,694

AE Wealth Management LLC QHY

$119,040

0.06%

2,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tounjian Advisory Group, LLC	14	$637	0.5%	Other
HOWARD BAILEY SECURITIES, LLC	31	$1,411	1.2%	Other
Held directly	2,569	$116,992	98.3%	Sole

SHP Wealth Management QHY

$107,975

0.05%

2,371

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO QHY

$105,880

0.05%

2,325

CREATIVE FINANCIAL DESIGNS INC /ADV QHY

$84,066

0.04%

1,846

EVOLUTION WEALTH MANAGEMENT INC. QHY

$76,416

0.04%

1,678

Western Wealth Management, LLC QHY

$71,315

0.03%

1,566

Frazier Financial Advisors, LLC QHY

$69,812

0.03%

1,533

CoreCap Advisors, LLC QHY

$66,761

0.03%

1,466

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC QHY

$32,014

0.02%

703

Cherry Tree Wealth Management, LLC QHY

$28,416

0.01%

624

UBS Group AG QHY

$21,859

0.01%

480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	480	$21,859	100.0%	Defined

FIFTH THIRD BANCORP QHY

$20,675

0.01%

454

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	454	$20,675	100.0%	Defined

Covestor Ltd QHY

$14,071

0.01%

309

Caldwell Trust Co QHY

$12,250

0.01%

269

IFP Advisors, Inc QHY

$9,700

0.00%

213

Reyes Financial Architecture, Inc. QHY

$8,197

0.00%

180

FMR LLC QHY

$4,007

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	88	$4,007	100.0%	Defined

Key Financial Inc QHY

$3,825

0.00%

WELLS FARGO & COMPANY/MN QHY

$3,324

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	73	$3,324	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC QHY

$2,413

0.00%

NBT BANK N A /NY QHY

$774

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NBT Capital Management, Inc	17	$774	100.0%	Defined

EverSource Wealth Advisors, LLC QHY

$136

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	128	$5,944	100.0%	Defined