Empirical Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Empirical Asset Management’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	$1.16M	Buy	26,589 +1,484	+6%	+$64.6K	0.26%	104
2026 Q1	$1.09M	Buy	25,105 +6,984	+39%	+$308K	0.29%	95
2025 Q4	$798K	Sell	18,121 -1,338	-7%	-$59.3K	0.23%	125
2025 Q3	$861K	Buy	19,459 +1,868	+11%	+$81.8K	0.24%	121
2025 Q2	$767K	Buy	17,591 +3,683	+26%	+$159K	0.24%	127
2025 Q1	$604K	Buy	13,908 +7,146	+106%	+$308K	0.21%	144
2024 Q4	$290K	Buy	+6,762	New	+$295K	0.1%	228

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Asset Management's AGGY Position: Q2 2026 in Review

Empirical Asset Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 5.9% in Q2 2026, buying an estimated $64.6K and bringing the position to 26,589 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #104.

Empirical Asset Management first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Empirical Asset Management held 26,589 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.16M as of Q2 2026.
Empirical Asset Management bought 1,484 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $64.6K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.26% of Empirical Asset Management's portfolio in Q2 2026, its #104 holding.
Empirical Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.