Betterment LLC
AGGY icon

Betterment LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Betterment LLC’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 		$1.55M Buy
35,708
+1,858
+5% +$80.9K ﹤0.01% 290
2026
Q1 		$1.47M Sell
33,850
-4,399
-12% -$194K ﹤0.01% 274
2025
Q4 		$1.69M Buy
38,249
+3,490
+10% +$155K ﹤0.01% 249
2025
Q3 		$1.54M Buy
34,759
+698
+2% +$30.6K ﹤0.01% 248
2025
Q2 		$1.49M Buy
34,061
+559
+2% +$24.1K ﹤0.01% 237
2025
Q1 		$1.46M Buy
33,502
+701
+2% +$30.3K ﹤0.01% 231
2024
Q4 		$1.41M Buy
32,801
+8,338
+34% +$364K ﹤0.01% 229
2024
Q3 		$1.09M Buy
24,463
+2,723
+13% +$120K ﹤0.01% 225
2024
Q2 		$934K Buy
21,740
+1,768
+9% +$75.7K ﹤0.01% 226
2024
Q1 		$867K Buy
19,972
+1,162
+6% +$50.4K ﹤0.01% 213
2023
Q4 		$828K Buy
18,810
+788
+4% +$33.2K ﹤0.01% 196
2023
Q3 		$748K Buy
18,022
+176
+1% +$7.48K ﹤0.01% 184
2023
Q2 		$769K Sell
17,846
-2,186
-11% -$95K ﹤0.01% 171
2023
Q1 		$875K Buy
20,032
+1,080
+6% +$47K ﹤0.01% 161
2022
Q4 		$808K Buy
18,952
+918
+5% +$39K ﹤0.01% 161
2022
Q3 		$806K Hold
18,034
– – ﹤0.01% 158
2022
Q2 		$806K Buy
18,034
+2,557
+17% +$116K ﹤0.01% 158
2022
Q1 		$741K Buy
15,477
+6,080
+65% +$300K ﹤0.01% 154
2021
Q4 		$486K Buy
+9,397
New +$487K ﹤0.01% 162

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 $104B AUM 28.3% 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

Betterment LLC's AGGY Position: Q2 2026 in Review

Betterment LLC increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 5.5% in Q2 2026, buying an estimated $80.9K and bringing the position to 35,708 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Betterment LLC first reported a position in AGGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Betterment LLC held 35,708 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.55M as of Q2 2026.
  • Betterment LLC bought 1,858 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $80.9K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #290 holding.
  • Betterment LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • Betterment LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.69M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.