evenfolio
WisdomTreeOther AllocationHYIN · Cboe BZX

WisdomTree Private Credit and Alternative Income Fund (HYIN)

Price
$12.98
—25 Sept 2026
Assets
$52M
Total net assets
Expense ratio
4.34%
Category 1.43%
Yield
13.26%
Trailing distributions
3Y CAGR
0.7%-11.1%
Category 11.8%
5Y CAGR
-1.7%-4.9%
Category 3.2%
Loading NAV history…
WisdomTree Private Credit and Alternative Income Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-7.4%-5.4%-0.7%-10.6%-12.1%+0.7%-1.7%—-1.0%
Other Allocation average-2.3%3.8%6.9%4.7%4.8%11.8%3.2%6.5%4.2%
Difference-5.1%-9.2%-7.6%-15.3%-16.9%-11.1%-4.9%—-5.3%

Holdings

The 10 largest positions make up 35.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FSKFS KKR Capital Corp3.85%
OXLCOxford Lane Capital Corp3.72%
MAINMain Street Capital Corp3.69%
TSLXSixth Street Specialty Lending Inc3.66%
HTGCHercules Capital Inc3.65%
ARCCAres Capital Corp3.55%
OTFBlue Owl Technology Finance Corp3.53%
RITMRithm Capital Corp3.46%
BXSLBlackstone Secured Lending Fund Ordinary Shares3.40%
OBDCBlue Owl Capital Corp Ordinary Shares3.38%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
10.5
P/B
0.8
P/S
4.4
P/CF
—

Sector allocation

Share of the equity the fund holds.

54.6%Real estate6 sectors
  1. Real estate54.6%
  2. Financial services45.4%
  3. Energy0.0%
  4. Materials0.0%
  5. Communication services0.0%
  6. Health care0.0%

Asset mix

  • Stocks84.1%
  • Bonds12.9%
  • Other7.0%
  • Preferred shares0.3%
  • Convertibles0.0%

Credit quality

Share of the bonds by rating.

  • US government3.4%
  • AAA6.5%
  • AA4.9%
  • A1.8%
  • BBB8.5%
  • BB23.2%
  • B34.8%
  • Below B19.5%
  • Other0.9%

ETF details

Issuer
WisdomTree
Category
Asset Allocation · Other Allocation
Ticker
HYIN
Exchange
Cboe BZX
Inception
4 May 2021 (5.4 years)
Structure
Exchange Traded Fund
Expense ratio
4.34% (category 1.43%)
Holdings turnover
33% (category 251%)
Distribution yield
13.26%
Beta, 3 years
1.34
Total net assets
$52M
Average duration
6.96 years

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other other allocation ETFs

Other ETFs in the Other Allocation category.

evenfolio

Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

Search

Search funds, ETFs, stocks, pages and tools