Who owns WisdomTree Private Credit & Alternative Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HYIN from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 14 institutions disclosed 735,429 shares of WisdomTree Private Credit & Alternative Income Fund worth $10.5M — about 20% of shares outstanding; the largest disclosed holder is WealthPlan Investment Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$10.5M
value, 2026 filers
20%
of shares outstanding (735,429 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HYIN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WealthPlan Investment Management, LLC | 411,948 | $5.9M | 0.3% | 11.2% | -2.9% |
| 2 | UHLMANN PRICE SECURITIES, LLC | 203,590 | $2.9M | 0.1% | 5.5% | +106.3% |
| 3 | WealthPLAN Partners, LLC | 31,344 | $448,219 | 0.0% | 0.9% | +62.1% |
| 4 | Prospera Financial Services Inc | 24,314 | $347,685 | 0.0% | 0.7% | +2.9% |
| 5 | Delta Investment Management, LLC | 23,287 | $333,004 | 0.1% | 0.6% | 0.0% |
| 6 | Haven Private, LLCNEW | 16,150 | $230,945 | 0.1% | 0.4% | new |
| 7 | Cetera Investment Advisers | 14,776 | $211,291 | 0.0% | 0.4% | -77.9% |
| 8 | OSAIC HOLDINGS, INC. | 7,690 | $109,975 | 0.0% | 0.2% | -27.8% |
| 9 | Signature Equity Partners, LLC | 1,000 | $14,300 | 0.0% | 0% | 0.0% |
| 10 | UBS Group AGNEW | 585 | $8,366 | 0.0% | 0% | new |
| 11 | Farther Finance Advisors, LLC | 435 | $6,221 | 0.0% | 0% | 0.0% |
| 12 | AE Wealth Management LLC | 200 | $2,860 | 0.0% | 0% | 0.0% |
| 13 | MORGAN STANLEY | 104 | $1,488 | 0.0% | 0% | +1.0% |
| 14 | FMR LLC | 6 | $86 | 0.0% | 0% | +500.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.