QHY Institutional Ownership & Shareholders
WISDOMTREE US HIGH YIELD COR (QHY) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $211.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of QHY tracked by InsiderSet, reporting ownership valued at approximately $76.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $75.25M, representing an estimated loss of -2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed QHY value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Bank Of America Corp, Wealthplan Investment Management, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US HIGH YIELD COR (QHY).
This page ranks the largest institutional QHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$211.41M
Largest Holder
Cwm, Llc
Largest Position
$76.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.20% | 1,690,271 | $76,974,922 | $75,250,865 | -$1,724,057 | -2.24% | |
| Bank Of America Corp | 0.00% | 1,192,991 | $54,650,918 | $53,111,959 | -$1,538,959 | -2.82% | |
| Wealthplan Investment Management, Llc | 0.67% | 312,764 | $13,833,570 | $13,924,253 | +$90,683 | +0.66% | |
| Cetera Investment Advisers | 0.01% | 203,626 | $9,328,182 | $9,065,430 | -$262,752 | -2.82% | |
| American Financial & Tax Strategies Inc | 3.03% | 148,929 | $6,587,130 | $6,630,319 | +$43,189 | +0.66% | |
| Lpl Financial Llc | 0.00% | 129,939 | $5,952,572 | $5,784,884 | -$167,688 | -2.82% | |
| Morgan Stanley | 0.00% | 99,749 | $4,569,618 | $4,440,825 | -$128,793 | -2.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,794 | $2,733,160 | $2,751,069 | +$17,909 | +0.66% | |
| Goldstone Financial Group, Llc | 0.25% | 59,327 | $2,717,793 | $2,641,238 | -$76,555 | -2.82% | |
| Jane Street Group, Llc | 0.00% | 40,553 | $1,857,749 | $1,805,420 | -$52,329 | -2.82% | |
| Smartleaf Asset Management Llc | 0.06% | 40,485 | $1,855,630 | $1,802,392 | -$53,238 | -2.87% | |
| Atria Investments, Inc | 0.02% | 40,072 | $1,772,401 | $1,784,005 | +$11,604 | +0.65% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 37,278 | $1,707,720 | $1,659,617 | -$48,103 | -2.82% | |
| Jpmorgan Chase & Co | 0.00% | 37,148 | $1,702,709 | $1,653,829 | -$48,880 | -2.87% | |
| Millington Financial Advisors, Llc | 0.66% | 36,377 | $1,671,340 | $1,619,504 | -$51,836 | -3.10% | |
| Barnes Wealth Management Group, Inc | 0.72% | 33,769 | $1,546,974 | $1,503,396 | -$43,578 | -2.82% | |
| Private Advisor Group, Llc | 0.01% | 31,192 | $1,428,907 | $1,388,668 | -$40,239 | -2.82% | |
| Envestnet Asset Management Inc | 0.00% | 27,961 | $1,280,919 | $1,244,824 | -$36,095 | -2.82% | |
| Wealthplan Partners, Llc | 0.23% | 28,184 | $1,246,578 | $1,254,752 | +$8,174 | +0.66% | |
| Rfg Advisory, Llc | 0.02% | 27,601 | $1,220,789 | $1,228,797 | +$8,008 | +0.66% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 26,706 | $1,216,191 | $1,188,951 | -$27,240 | -2.24% | |
| Kestra Advisory Services, Llc | 0.00% | 26,786 | $1,184,758 | $1,192,513 | +$7,755 | +0.65% | |
| Osaic Holdings, Inc. | 0.00% | 25,339 | $1,160,729 | $1,128,092 | -$32,637 | -2.81% | |
| Vericrest Private Wealth | 0.92% | 23,400 | $1,034,982 | $1,041,768 | +$6,786 | +0.66% | |
| Oxinas Partners, Llc | 0.40% | 22,394 | $1,025,869 | $996,981 | -$28,888 | -2.82% | |
| Raymond James Financial Inc | 0.00% | 17,446 | $799,208 | $776,696 | -$22,512 | -2.82% | |
| Mariner, Llc | 0.00% | 16,732 | $766,500 | $744,909 | -$21,591 | -2.82% | |
| Newsquare Capital Llc | 0.06% | 16,502 | $755,963 | $734,669 | -$21,294 | -2.82% | |
| W.H. Cornerstone Investments Inc. | 0.39% | 16,079 | $711,162 | $715,837 | +$4,675 | +0.66% | |
| Nbc Securities, Inc. | 0.04% | 13,355 | $590,704 | $594,565 | +$3,861 | +0.65% | |
| Insight Advisors, Llc/ Pa | 0.10% | 12,485 | $552,212 | $555,832 | +$3,620 | +0.66% | |
| Mercer Global Advisors Inc | 0.00% | 11,782 | $539,730 | $524,535 | -$15,195 | -2.82% | |
| Vines Capital Management, Llc | 0.43% | 11,510 | $527,278 | $512,425 | -$14,853 | -2.82% | |
| Wealthpoint Financial, Llc | 0.37% | 11,620 | $513,946 | $517,322 | +$3,376 | +0.66% | |
| Bison Wealth, Llc | 0.04% | 9,776 | $436,247 | $435,228 | -$1,019 | -0.23% | |
| Harbour Investments, Inc. | 0.01% | 8,523 | $390,442 | $379,444 | -$10,998 | -2.82% | |
| Aqr Capital Management Llc | 0.00% | 8,220 | $376,567 | $365,954 | -$10,613 | -2.82% | |
| Collaborative Wealth Managment Inc. | 0.15% | 7,818 | $358,159 | $348,057 | -$10,102 | -2.82% | |
| 5T Wealth, Llc | 0.13% | 7,768 | $355,855 | $345,831 | -$10,024 | -2.82% | |
| Geneos Wealth Management Inc. | 0.01% | 7,680 | $351,821 | $341,914 | -$9,907 | -2.82% | |
| Gateway Wealth Partners, Llc | 0.02% | 6,240 | $285,838 | $277,805 | -$8,033 | -2.81% | |
| Composition Wealth, Llc | 0.00% | 5,927 | $271,501 | $263,870 | -$7,631 | -2.81% | |
| Team Financial Group, Llc | 0.10% | 5,455 | $241,269 | $242,857 | +$1,588 | +0.66% | |
| Equitable Holdings, Inc. | 0.00% | 5,172 | $236,931 | $230,257 | -$6,674 | -2.82% | |
| Mach-1 Financial Group, Llc | 0.09% | 4,956 | $227,014 | $220,641 | -$6,373 | -2.81% | |
| Avestar Capital, Llc | 0.02% | 5,049 | $223,317 | $224,781 | +$1,464 | +0.66% | |
| Howard Bailey Securities, Llc | 0.08% | 4,818 | $213,100 | $214,497 | +$1,397 | +0.66% | |
| Royal Bank Of Canada | 0.00% | 4,541 | $208,000 | $202,165 | -$5,835 | -2.81% | |
| Concurrent Investment Advisors, Llc | 0.00% | 4,639 | $205,197 | $206,528 | +$1,331 | +0.65% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,379 | $200,604 | $194,953 | -$5,651 | -2.82% |
Frequently asked questions about QHY
Who are the largest institutional holders of QHY?
The largest institutional holders of QHY reported in the latest SEC Form 13F filings include Cwm, Llc, Bank Of America Corp, Wealthplan Investment Management, Llc, Cetera Investment Advisers, and American Financial & Tax Strategies Inc. InsiderSet ranks institutional holders by their latest reported QHY position.
What is QHY institutional ownership?
This page tracks QHY positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US HIGH YIELD COR (QHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QHY?
InsiderSet currently tracks 71 institutional managers reporting QHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QHY shareholders.
How much QHY stock do institutions own?
Institutional investment managers disclosed approximately $211.41M in QHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QHY institutional ownership last updated?
The latest QHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QHY position after the reporting date.
Are institutions buying or selling QHY?
Institutional buying and selling can be analyzed by comparing QHY positions across consecutive 13F reporting periods. InsiderSet's QHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QHY ownership changes.
How has QHY institutional ownership changed over time?
InsiderSet tracks QHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.