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WisdomTree U.S. High Yield Corporate Bond Fund (WFHY) Institutional Ownership

WisdomTree U.S. High Yield Corporate Bond Fund logo
$45.94 +0.03 (+0.07%)
As of 08/1/2025
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. High Yield Corporate Bond Fund (BATS:WFHY)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$7.61M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.46M
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WFHY Institutional Buying and Selling by Quarter

WisdomTree U.S. High Yield Corporate Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.53,650$2.48M0.0%-6.0%1.073%
11/15/2024MML Investors Services LLC15,325$708K0.0%-38.8%0.307%
11/15/2024Jane Street Group LLC52,538$2.43M0.0%+62.8%1.051%
11/13/2024Acorn Wealth Advisors LLC4,446$205K0.1%N/A0.089%
11/8/2024 Avior Wealth Management LLC2,340$108K0.0%-51.0%0.047%
11/1/2024Atria Investments Inc44,185$2.04M0.0%+16.5%0.884%
10/28/2024 Goldstone Financial Group LLC65,856$3.04M0.5%N/A1.317%
10/23/2024 Team Financial Group LLC11,768$544K0.3%+7.7%0.235%
10/22/2024Private Advisor Group LLC52,870$2.44M0.0%-7.4%1.057%
10/22/2024 Leo Wealth LLC163,573$7.56M0.7%+5.0%3.271%
10/22/2024 My Legacy Advisors LLC6,570$303K0.1%-58.3%0.131%
10/15/2024 Oxinas Partners Wealth Management LLC16,805$776K0.5%+9.0%0.336%
10/15/2024 NBC Securities Inc.17,942$828K0.1%+29.5%0.359%
10/8/2024 CWM LLC1,626,803$75.14M0.3%-1.4%32.536%
8/22/2024Cetera Investment Advisers153,125$6.83M0.0%-0.5%3.063%
8/16/2024NewEdge Advisors LLC43,999$1.96M0.0%N/A0.880%
8/14/2024 Team Financial Group LLC10,922$487K0.3%+3.6%0.218%
8/9/2024Collaborative Wealth Managment Inc.82,320$3.67M1.8%-31.9%1.646%
8/8/2024American Financial & Tax Strategies Inc.101,296$4.52M2.4%+6.7%2.026%
8/8/2024Envestnet Asset Management Inc.56,605$2.52M0.0%-10.6%1.132%
8/5/2024Private Advisor Group LLC57,067$2.55M0.0%-0.5%1.141%
8/2/2024 Oxinas Partners Wealth Management LLC15,423$688K0.5%+48.2%0.308%
7/30/2024 International Assets Investment Management LLC1,371$61K0.0%N/A0.027%
7/24/2024 My Legacy Advisors LLC15,764$703K0.2%N/A0.315%
7/23/2024NewSquare Capital LLC13,502$602K0.1%+2.7%0.270%
7/16/2024 Insight Advisors LLC PA19,815$884K0.2%+114.3%0.396%
7/15/2024 RFG Advisory LLC11,686$521K0.0%+4.4%0.234%
7/10/2024 CWM LLC1,649,549$73.57M0.3%-5.0%32.991%
5/24/2024Cetera Investment Advisers153,863$6.97M0.0%N/A3.077%
5/21/2024Atria Investments Inc41,164$1.87M0.0%-12.4%0.823%
5/10/2024Osaic Holdings Inc.227,119$10.30M0.0%+0.9%4.542%
5/9/2024 Leo Wealth LLC151,294$6.84M0.7%+6.9%3.026%
5/7/2024 Insight Advisors LLC PA9,247$419K0.1%N/A0.185%
5/4/2024Geneos Wealth Management Inc.8,900$403K0.0%-9.4%0.178%
4/30/2024Private Advisor Group LLC57,372$2.60M0.0%-36.0%1.147%
4/23/2024KLR Investment Advisors LLC19,724$879K0.6%-14.3%0.387%
4/18/2024 Oxinas Partners Wealth Management LLC10,409$472K0.3%-17.2%0.204%
4/17/2024 Trilogy Capital Inc.68,432$3.10M0.2%+69.9%1.342%
4/11/2024 RFG Advisory LLC11,189$507K0.0%N/A0.238%
4/5/2024 NBC Securities Inc.12,987$588K0.1%+32.9%0.276%
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3/14/2024 Leo Wealth LLC141,496$6.41M0.7%N/A3.011%
2/13/2024Cetera Advisor Networks LLC118,717$5.39M0.0%-1.9%2.526%
2/8/2024KLR Investment Advisors LLC23,017$1.05M0.8%-1.0%0.490%
2/7/2024 NBC Securities Inc.9,771$443K0.0%+77.0%0.208%
2/7/2024Collaborative Wealth Managment Inc.125,496$5.70M3.1%-3.6%2.670%
2/7/2024Acorn Wealth Advisors LLC4,500$204K0.1%N/A0.096%
2/6/2024Private Advisor Group LLC89,579$4.07M0.0%+4.7%1.906%
2/5/2024Mach 1 Financial Group LLC5,761$262K0.1%+18.6%0.123%
2/1/2024Millington Financial Advisors LLC22,150$1.01M0.8%-13.6%0.471%
2/1/2024NewSquare Capital LLC7,910$359K0.0%+10.7%0.168%
2/1/2024 CWM LLC1,729,637$78.56M0.4%-7.3%36.801%
1/26/2024Geneos Wealth Management Inc.9,825$446K0.0%-7.8%0.209%
1/25/2024 International Assets Investment Management LLC62,117$2.82M0.0%N/A1.322%
1/24/2024 International Assets Investment Management LLC62,117$2.82M0.0%N/A1.322%
1/19/2024 Destiny Wealth Partners LLC4,513$203K0.0%N/A0.096%
1/18/2024 Trinity Wealth Management LLC4,552$207K0.1%-23.7%0.097%
1/16/2024Raymond James & Associates23,532$1.07M0.0%+4.3%0.501%
1/12/2024 Melone Private Wealth LLC14,828$674K0.4%+13.0%0.315%
1/12/2024 My Legacy Advisors LLC19,712$895K0.3%+3.2%0.419%
1/12/2024 Trilogy Capital Inc.40,271$1.83M0.1%+51.2%0.857%
11/16/2023Financial Gravity Asset Management Inc.2,071$89K0.0%+1,800.0%0.044%
11/16/2023Maripau Wealth Management LLC5,061$219K0.2%-4.5%0.108%
11/13/2023LPL Financial LLC145,373$6.28M0.0%-14.7%3.093%
11/13/2023Envestnet Asset Management Inc.78,561$3.39M0.0%+10.5%1.672%
11/13/2023Kestra Advisory Services LLC11,122$480K0.0%+5.2%0.237%
11/9/2023Collaborative Wealth Managment Inc.130,146$5.62M3.4%-4.2%2.769%
11/8/2023KLR Investment Advisors LLC23,258$1.04M0.9%-3.2%0.495%
11/7/2023Atria Investments Inc27,488$1.19M0.0%+19.3%0.585%
11/4/2023 NBC Securities Inc.5,520$238K0.0%N/A0.117%
11/3/2023Private Advisor Group LLC85,555$3.70M0.0%+4.8%1.820%
10/25/2023 Oxinas Partners Wealth Management LLC12,680$548K0.4%+9.9%0.270%
10/24/2023Raymond James Financial Services Advisors Inc.5,708$247K0.0%+20.7%0.121%
10/24/2023Raymond James & Associates22,558$974K0.0%N/A0.480%
10/17/2023Mach 1 Financial Group LLC4,857$210K0.1%-10.6%0.103%
10/16/2023 Trilogy Capital Inc.26,631$1.15M0.1%+24.1%0.567%
10/16/2023 RFG Advisory LLC21,972$949K0.0%+3.2%0.467%
10/11/2023Geneos Wealth Management Inc.10,660$460K0.0%-9.4%0.227%
10/11/2023 CWM LLC1,866,240$80.60M0.5%+2.2%39.707%
10/5/2023 McNaughton Wealth Management LLC5,184$224K0.1%-85.1%0.110%
8/11/2023Kestra Advisory Services LLC10,575$467K0.0%+13.4%0.225%
8/10/2023Osaic Holdings Inc.223,862$9.89M0.0%+33.4%4.763%
8/10/2023Private Advisor Group LLC81,657$3.63M0.0%+46.3%1.737%
8/10/2023Cetera Advisor Networks LLC120,383$5.32M0.0%+20.8%2.561%
8/8/2023Geneos Wealth Management Inc.11,760$519K0.0%-5.4%0.250%
8/8/2023Claro Advisors LLC7,389$326K0.1%+12.3%0.157%
8/8/2023 McNaughton Wealth Management LLC34,676$1.53M1.0%-40.3%0.738%
8/8/2023Millington Financial Advisors LLC25,827$1.14M1.0%-5.1%0.550%
8/4/2023Envestnet Asset Management Inc.71,117$3.14M0.0%+10.3%1.513%
8/4/2023Atria Investments Inc23,050$1.02M0.0%N/A0.490%
8/4/2023 IFP Advisors Inc4,469$220K0.0%-47.7%0.095%
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8/3/2023 CWM LLC1,826,685$80.65M0.5%+4.4%38.866%
8/3/2023 RFG Advisory LLC21,282$940K0.0%+9.2%0.453%
7/31/2023LPL Financial LLC170,444$7.53M0.0%-10.4%3.626%
7/28/2023 Lion Street Advisors LLC9,964$521K0.2%+33.4%0.212%
7/28/2023Mach 1 Financial Group LLC5,434$240K0.1%N/A0.116%
7/26/2023Creative Financial Designs Inc. ADV878$39K0.0%+259.8%0.019%
7/25/2023Raymond James Financial Services Advisors Inc.4,728$209K0.0%N/A0.101%
7/25/2023Leo Brokerage LLC122,960$5.42M0.6%+14.8%2.616%
7/24/2023 Trilogy Capital Inc.21,466$959K0.1%+166.1%0.457%
7/14/2023 My Legacy Advisors LLC19,110$856K0.3%+7.8%0.407%
(Data available from 1/1/2016 forward)

WFHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFHY shares?

During the previous two years, 42 institutional investors and hedge funds held shares of WisdomTree U.S. High Yield Corporate Bond Fund. The most heavily invested institutionals were CWM LLC ($75.14M), Osaic Holdings Inc. ($10.30M), Leo Wealth LLC ($7.56M), Cetera Investment Advisers ($6.83M), LPL Financial LLC ($6.28M), Cetera Advisor Networks LLC ($5.39M), and American Financial & Tax Strategies Inc. ($4.52M).Learn more on WisdomTree U.S. High Yield Corporate Bond Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. High Yield Corporate Bond Fund's stock?

Of the 30 institutional investors that purchased WisdomTree U.S. High Yield Corporate Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Leo Wealth LLC ($159.11K), Cetera Investment Advisers ($153.86K), International Assets Investment Management LLC ($125.61K), CWM LLC ($116.48K), Goldstone Financial Group LLC ($65.86K), Osaic Holdings Inc. ($58.11K), and Trilogy Capital Inc. ($46.97K).

How much institutional buying is happening at WisdomTree U.S. High Yield Corporate Bond Fund?

Institutional investors have bought a total of 161,666 shares in the last 24 months. This purchase volume represents approximately $7.39M in transactions.

Which of WisdomTree U.S. High Yield Corporate Bond Fund's major shareholders have been selling company stock?

Of the 9 institutional investors that sold WisdomTree U.S. High Yield Corporate Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Collaborative Wealth Managment Inc. ($38.65K), CWM LLC ($22.75K), MML Investors Services LLC ($9.72K), My Legacy Advisors LLC ($9.19K), Envestnet Asset Management Inc. ($6.72K), Private Advisor Group LLC ($4.50K), and JPMorgan Chase & Co. ($3.40K).

How much institutional selling is happening at WisdomTree U.S. High Yield Corporate Bond Fund?

Institutional investors have sold a total of 98,097 shares in the last 24 months. This volume of shares sold represents approximately $4.46M in transactions.


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This page (BATS:WFHY) was last updated on 8/2/2025 by MarketBeat.com Staff
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