WEDBUSH SECURITIES INC HYIN — WISDOMTREE

Ownership history in WEDBUSH SECURITIES INC  ·  10 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported WISDOMTREE (HYIN) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows HYIN at 0.01% 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 HYIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in WISDOMTREE, 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
2025 Q4

HYIN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 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 2025 Q4

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.

HYIN stock page WEDBUSH SECURITIES INC fund profile WEDBUSH SECURITIES INC full holdings
How WEDBUSH SECURITIES INC held HYIN — position size vs. price
% of Fund (quarterly)    HYIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39.4% -6.3% ✅ 27,146 -17,623 -39.4% 0.01% $431K 2026-02-12 $14.62
2025 Q3 ADDED — — — 44,769 +750 +1.7% 0.02% $748K 2025-11-06 $14.69
2025 Q2 ADDED — — — 44,019 +2,625 +6.3% 0.03% $758K 2025-08-06 $15.25
2025 Q1 ADDED — — — 41,394 +11,700 +39.4% 0.03% $737K 2025-05-06 $14.56
2024 Q4 ADDED — — — 29,694 +800 +2.8% 0.02% $533K 2025-02-13 $15.65
2024 Q3 ADDED — — — 28,894 +1,800 +6.6% 0.02% $551K 2024-11-08 $15.32
2024 Q2 ADDED — — — 27,094 +14,335 +112.4% 0.02% $500K 2024-08-07 $14.64
2024 Q1 ADDED — — — 12,759 +750 +6.2% 0.01% $239K 2024-05-15 $14.54
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYIN

As of 2026 Q1 — sorted by position size

WealthPlan Investment Management, LLC 3Y 0.34% Breachway Investments LLC 0.27% UHLMANN PRICE SECURITIES, LLC 0.1% Delta Investment Management, LLC 3Y 7Y 0.06% WealthPLAN Partners, LLC 3Y 7Y 0.05% Signature Equity Partners, LLC 0.01% Prospera Financial Services Inc 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.0% Advisory Services Network, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About WEDBUSH SECURITIES INC and HYIN

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

How long has WEDBUSH SECURITIES INC reported owning HYIN?

WEDBUSH SECURITIES INC reported HYIN across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported HYIN position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for HYIN was 0.03% in 2025 Q1.

What is the latest reported HYIN position on this page?

The most recent filing on this page is 2025 Q4, when WEDBUSH SECURITIES INC reported 27,146 shares, equal to 0.01% of portfolio, with an estimated market value of $431K.

What does the chart on this HYIN ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly HYIN 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 WEDBUSH SECURITIES INC time their HYIN position?

Based on 13F filing dates vs. subsequent HYIN price moves, WEDBUSH SECURITIES INC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on HYIN relative to SPY over the holding period was -14.2%.

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