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Action Point Financial Planning’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Action Point Financial Planning’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.77M Buy
+224,614
New +$9.78M 0.99% 22

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's AGGY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 224,614 shares worth $9.77M. The stake represents 0.99% of the portfolio and ranks #22 among its holdings.

174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Action Point Financial Planning held 224,614 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $9.77M as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Action Point Financial Planning position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.99% of Action Point Financial Planning's portfolio in Q2 2026, its #22 holding.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.