NewSquare Capital LLC QHY — WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND

Ownership history in NewSquare Capital LLC  ·  25 quarters on record

AI Ownership Summary

NewSquare Capital LLC reported WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND (QHY) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows QHY at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NewSquare Capital LLC's position in WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QHY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QHY stock page NewSquare Capital LLC fund profile NewSquare Capital LLC full holdings
How NewSquare Capital LLC held QHY — position size vs. price
% of Fund (quarterly)    QHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,502 +205 +1.3% 0.06% $756K 2026-07-28 $45.55
2026 Q1 ADDED — — — 16,297 +832 +5.4% 0.06% $742K 2026-05-08 $45.36
2025 Q4 REDUCED — — — 15,465 -777 -4.8% 0.06% $718K 2026-02-17 $45.19
2025 Q3 ADDED — — — 16,242 +882 +5.7% 0.05% $756K 2025-11-12 $44.34
2025 Q2 ADDED — — — 15,360 +123 +0.8% 0.05% $708K 2025-08-05 $43.32
2025 Q1 REDUCED — — — 15,237 -212 -1.4% 0.06% $687K 2025-04-14 $40.66
2024 Q4 ADDED — — — 15,449 +641 +4.3% 0.06% $697K 2025-02-06 $41.58
2024 Q3 ADDED — — — 14,808 +1,306 +9.7% 0.05% $684K 2024-11-04 $40.72
2024 Q2 ADDED — — — 13,502 +357 +2.7% 0.05% $602K 2024-07-23 $39.85
2024 Q1 ADDED — — — 13,145 +5,235 +66.2% 0.05% $596K 2024-05-08 $38.96
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QHY

As of 2026 Q2 — sorted by position size

Vericrest Private Wealth 0.9% Barnes Wealth Management Group, Inc 0.72% WealthPlan Investment Management, LLC 3Y 0.56% Oxinas Partners, LLC 3Y 0.4% WealthPLAN Partners, LLC 3Y 7Y 0.19% Team Financial Group, LLC 0.18% 5T Wealth, LLC 0.13% Mach-1 Financial Group, LLC 3Y 0.09% LANARK FINANCIAL, INC. 0.05% Bison Wealth, LLC 0.04%

FAQ About NewSquare Capital LLC and QHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has NewSquare Capital LLC reported owning QHY?

NewSquare Capital LLC reported QHY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported QHY position in NewSquare Capital LLC's portfolio?

The largest reported portfolio weight for QHY was 0.06% in 2026 Q1.

What is the latest reported QHY position on this page?

The most recent filing on this page is 2026 Q2, when NewSquare Capital LLC reported 16,502 shares, equal to 0.06% of portfolio, with an estimated market value of $756K.

What does the chart on this QHY ownership page compare?

The chart compares NewSquare Capital LLC's quarterly QHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NewSquare Capital LLC time their QHY position?

Based on 13F filing dates vs. subsequent QHY price moves, NewSquare Capital LLC correctly timed 17 out of 24 reported position changes (71%). The annualised alpha on QHY relative to SPY over the holding period was +56.6%.

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