Wisdomtree PRV CRD & AltHYINETF
13F holders, Q1 2026 (March 31)14holders −4
3new positions
7sold out
$14.42avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Wisdomtree PRV CRD & Alt Inc. (HYIN) in their 13F filings, down 4 from Q4 2025. 3 opened new positions and 7 sold out. The largest holders were WealthPlan Investment Management, LLC ($6.1M), Uhlmann Price Securities, LLC ($1.4M) and Cetera Investment Advisers ($966K).
- Company
- Wisdomtree PRV CRD & Alt Inc.
- CUSIP
- 97717Y626
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.5M |
| Exits | 7 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 406,160 shares bought and 84,188 shares sold, net +321,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| WealthPlan Investment Management, LLC | 0.34% | Add +208.9% | 424,306 | $6.1M |
| Uhlmann Price Securities, LLC | 0.10% | New | 98,698 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +17.3% | 67,011 | $966K |
| Prospera Financial Services Inc | 0.01% | Add +9.1% | 23,636 | $341K |
| Delta Investment Management, LLC | 0.06% | Add +3.9% | 23,287 | $336K |
| WealthPLAN Partners, LLC | 0.05% | Add +35.9% | 19,341 | $279K |
| Breachway Investments LLC | 0.27% | Reduce -1.8% | 19,315 | $277K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.2% | 10,655 | $154K |
| Advisory Services Network, LLC | 0.00% | New | 2,290 | $33K |
| Signature Equity Partners, LLC | 0.01% | No change | 1,000 | $14K |
| Farther Finance Advisors, LLC | 0.00% | New | 435 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 200 | $3K |
| Morgan Stanley | 0.00% | Add +1.0% | 103 | $1K |
| FMR LLC | 0.00% | No change | 1 | $14 |
"% 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.