Aptus Capital Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Aptus Capital Advisors’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 Q1	$128K	Hold	2,944	–	–	﹤0.01%	1092
2025 Q4	$130K	Buy	+2,944	New	+$130K	﹤0.01%	1113
2024 Q4	–	Sell	-334	Closed	-$14.9K	–	1412
2024 Q3	$14.9K	Buy	+334	New	+$14.7K	﹤0.01%	1067
2023 Q3	–	Sell	-78	Closed	-$3.36K	–	900
2023 Q2	$3.36K	Hold	78	–	–	﹤0.01%	746
2023 Q1	$3.41K	Hold	78	–	–	﹤0.01%	745
2022 Q4	$3.33K	Hold	78	–	–	﹤0.01%	745
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	718
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	626
2022 Q1	$4K	Buy	+78	New	+$3.85K	﹤0.01%	638

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Aptus Capital Advisors's AGGY Position: Q1 2026 in Review

Aptus Capital Advisors held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q1 2026 at 2,944 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Aptus Capital Advisors first reported a position in AGGY in Q1 2022 and has held it in 9 quarters since. The position peaked at $130K in Q4 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Aptus Capital Advisors held 2,944 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $128K as of Q1 2026.
Aptus Capital Advisors left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1092 holding.
Aptus Capital Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2022 and has held it in 9 quarters since.
Aptus Capital Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $130K in Q4 2025.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.