Fund Evaluator:
WisdomTree Private Credit & Alt Inc (HYIN)
Follow This Fund
Fixed Income
Global Asset Class
Taxable Bond
Fund Group
Nontraditional Bond
Category
$0.000
NAV (as of )
$0.00
Minimum Initial
4.34% F
Expense Ratio
$50 Mil
Assets
Open
Status
na
12b-1 Fee
13.35%
TTM Yield
0.00%
Max Load
33%
Portfolio Turnover
Best Performing in Nontraditional Bond Over the Last Year
| 11.2% | Artisan Global Unconstrained Investor (APFPX) |
| 6.3% | Goldman Sachs Dynamic Bond Inv (GZIRX) |
| 5.2% | PGIM Absolute Return Bond Z (PADZX) |
| 4.9% | Spectrum Low Volatility Investor (SVARX) |
| 4.8% | Spectrum Unconstrained Investor (SUNBX) |
Data as of 7/31/2026
-1.8% F
1-Mo Return
-5.0% F
3-Mo Return
-6.4% F
YTD Return
-7.6% F
1-Yr Return
1.2% F
3-Yr Return
-0.5% F
5-Yr Return
2.19 F
Category Risk Index
0.97
Total Risk Index
Fund Details
Fund Family
WisdomTree
Inception Date
5/4/2021
Share Class Type
Equity Investment Style
Small-Cap
Value
Bond Investment Style
Low Quality
Limited Sensitivity
Socially Responsible Fund
No
Index Fund
Yes
Benchmark Index
Bloomberg US Agg Bond TR USD: 100%
Additional Fund Details
WisdomTree Private Credit & Alt Inc Overview
HYIN Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| HYIN Return (NAV) | -1.8% | -5.0% | -7.6% | 1.2% | -0.5% | na |
| HYIN Grade | F | F | F | F | F | na |
| +/- Category | -1.5% | -5.3% | -12.0% | -4.4% | -3.0% | na |
| Nontraditional Bond Avg | -0.2% | 0.4% | 4.4% | 5.6% | 2.5% | 3.1% |
| HYIN Tax Cost Ratio | na | na | 4.7% | 4.5% | 4.1% | na |
HYIN Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| HYIN Return (NAV) | -6.4% | -0.3% | 7.4% | 21.9% | -21.1% | na | na | na | na | na | na |
| HYIN Grade | F | F | C | A | F | na | na | na | na | na | na |
| +/- Category | -7.6% | -7.1% | 1.9% | 15.3% | -15.1% | na | na | na | na | na | na |
| Nontraditional Bond Avg | 1.2% | 6.8% | 5.4% | 6.5% | -6.1% | 1.3% | 5.4% | 6.5% | -0.8% | 4.1% | 6.4% |
| Risk Measures | |
| Standard Deviation: | 11.9% |
| Total Risk Index: | 0.97 - Below Average |
| Category Risk Index: | 2.19 - High |
| Category Risk Grade: | F (100% Rank) |
| Beta: | 1.34 |
| R-Squared: | 41% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Small-Cap Value |
| Bond Investment Style: | Low Quality Limited Sensitivity |
| Yield: | 13.4% |
| Dividend Distribution: | Monthly |
| Cap Gains Distribution: | |
| Total Assets: | $50 Mil |
| Fund Total Assets: | $ 50 Mil |
| Share Class Type: | |
| Portfolio Turnover: | 33% |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 5.2 years | |||
| Average Tenure: 5.1 years | |||
| Managers (Year): Walker-Smith Marlene (2021), France David (2021), Frysinger Todd (2021), Sheremeta Vlasta (2021), Stoll Michael (2021) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 33 |
| % in Top 10 Holdings: | 34.3% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 2.6% |
Portfolio Allocation |
|
| Domestic Stock: | 83.8% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.3% |
| Domestic Bond: | 10.1% |
| Foreign Bond: | 2.5% |
| Convertible Bond: | 0.0% |
| Other: | 6.9% |
| Cash: | -3.6% |
Purchase Information
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Status: | Open |
| Inception Date: | May 4, 2021 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 4.34% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.42% |
| Share Class: | WisdomTree Private Credit & Alt Inc |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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