Who owns WisdomTree Interest Rate Hedged High Yield Bond Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HYZD from SEC Form 13F filings across 58 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, 58 institutions disclosed 7.9M shares of WisdomTree Interest Rate Hedged High Yield Bond Fund worth $175.1M — about 73.6% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
58
13F holders
$175.1M
value, 2026 filers
73.6%
of shares outstanding (7.9M sh)
10
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 HYZD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.7M | $39.1M | 0.0% | 16.3% | +10.0% |
| 2 | LPL Financial LLC | 1.7M | $38.9M | 0.0% | 16.2% | +5.5% |
| 3 | MORGAN STANLEY | 698,232 | $15.7M | 0.0% | 6.5% | +1.2% |
| 4 | Integrated Wealth Concepts LLC | 370,807 | $8.3M | 0.0% | 3.5% | +118.2% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 338,740 | $7.6M | 0.0% | 3.2% | +1.1% |
| 6 | AMERIPRISE FINANCIAL INC | 320,753 | $7.2M | 0.0% | 3% | +46.2% |
| 7 | B. Riley Wealth Advisors, Inc. | 288,985 | $6.5M | 0.3% | 2.7% | +6.0% |
| 8 | Systelligence, LLC | 281,841 | $6.3M | 1.1% | 2.6% | -20.6% |
| 9 | Cetera Investment Advisers | 188,414 | $4.2M | 0.0% | 1.8% | -1.6% |
| 10 | Savvy Advisors, Inc. | 180,572 | $4.1M | 0.1% | 1.7% | +12.5% |
| 11 | VICUS CAPITAL | 169,198 | $3.8M | 0.2% | 1.6% | +31.5% |
| 12 | FIG FINANCIAL ADVISORY SERVICES INC /ADVNEW | 146,850 | $3.3M | 1.9% | 1.4% | new |
| 13 | Kestra Advisory Services, LLC | 136,137 | $3.1M | 0.0% | 1.3% | -2.2% |
| 14 | Howard Capital Management, LLC | 112,478 | $2.5M | 0.0% | 1.1% | +9.3% |
| 15 | RAYMOND JAMES FINANCIAL INC | 107,334 | $2.4M | 0.0% | 1% | +64.1% |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | 88,506 | $2.0M | 1.1% | 0.8% | -1.1% |
| 17 | OSAIC HOLDINGS, INC. | 78,891 | $1.8M | 0.0% | 0.7% | +6.1% |
| 18 | STIFEL FINANCIAL CORP | 71,481 | $1.6M | 0.0% | 0.7% | +17.4% |
| 19 | Prospera Financial Services Inc | 71,450 | $1.6M | 0.0% | 0.7% | +2.5% |
| 20 | JANE STREET GROUP, LLC | 61,248 | $1.4M | 0.0% | 0.6% | -64.3% |
| 21 | Avestar Capital, LLC | 61,056 | $1.4M | 0.1% | 0.6% | +1.6% |
| 22 | MML INVESTORS SERVICES, LLC | 60,330 | $1.4M | 0.0% | 0.6% | +34.4% |
| 23 | Janney Montgomery Scott LLC | 59,970 | $1,350 | 0.0% | 0.6% | +23.0% |
| 24 | Elevation Capital Advisory, LLCNEW | 57,195 | $1.3M | 0.5% | 0.5% | new |
| 25 | Simplicity Wealth,LLCNEW | 55,652 | $1.3M | 0.0% | 0.5% | new |
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.