Wisdomtree PRV CRD & AltHYINETF
13F holders, Q2 2026 (June 30)14holders
2new positions
2sold out
$14.30avg. 13F price*
At the end of Q2 2026, 14 institutions reported holding Wisdomtree PRV CRD & Alt Inc. (HYIN) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were WealthPlan Investment Management, LLC ($5.9M), Uhlmann Price Securities, LLC ($2.9M) and WealthPLAN Partners, LLC ($448K).
- Company
- Wisdomtree PRV CRD & Alt Inc.
- CUSIP
- 97717Y626
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $239K |
| Exits | 2 | $310K |
All 13F filers, Q1 2026 → Q2 2026: 134,314 shares bought and 89,163 shares sold, net +45,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| WealthPlan Investment Management, LLC | 0.29% | Reduce -2.9% | 411,948 | $5.9M |
| Uhlmann Price Securities, LLC | 0.11% | Add +106.3% | 203,590 | $2.9M |
| WealthPLAN Partners, LLC | 0.09% | Add +62.1% | 31,344 | $448K |
| Prospera Financial Services Inc | 0.01% | Add +2.9% | 24,314 | $348K |
| Delta Investment Management, LLC | 0.05% | No change | 23,287 | $333K |
| Haven Private, LLC | 0.09% | New | 16,150 | $231K |
| Cetera Investment Advisers | 0.00% | Reduce -78.0% | 14,776 | $211K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.8% | 7,690 | $110K |
| Signature Equity Partners, LLC | 0.01% | No change | 1,000 | $14K |
| UBS Group AG | 0.00% | New | 585 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 435 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 200 | $3K |
| Morgan Stanley | 0.00% | Add +1.0% | 104 | $1K |
| FMR LLC | 0.00% | Add +500.0% | 6 | $86 |
"% of holder's portfolio" is HYIN's weight in each manager's 13F, not the share of Wisdomtree PRV CRD & Alt Inc. the manager owns.