Envestnet Asset Management
AGGY icon

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

Envestnet 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 		$5.36M Buy
123,312
+3,589
+3% +$156K ﹤0.01% 2415
2026
Q1 		$5.2M Buy
119,723
+57,147
+91% +$2.52M ﹤0.01% 2286
2025
Q4 		$2.76M Sell
62,576
-8,780
-12% -$389K ﹤0.01% 2599
2025
Q3 		$3.16M Sell
71,356
-584,334
-89% -$25.6M ﹤0.01% 2568
2025
Q2 		$28.6M Sell
655,690
-12,750
-2% -$549K 0.01% 1032
2025
Q1 		$29M Sell
668,440
-427,025
-39% -$18.4M 0.01% 965
2024
Q4 		$47M Buy
1,095,465
+10,360
+1% +$453K 0.02% 747
2024
Q3 		$48.5M Buy
1,085,105
+110,014
+11% +$4.86M 0.02% 731
2024
Q2 		$41.9M Buy
975,091
+91,068
+10% +$3.9M 0.01% 748
2024
Q1 		$38.4M Buy
884,023
+162,587
+23% +$7.06M 0.01% 782
2023
Q4 		$31.8M Buy
721,436
+170,366
+31% +$7.19M 0.01% 803
2023
Q3 		$22.9M Buy
551,070
+156,233
+40% +$6.64M 0.01% 903
2023
Q2 		$17M Buy
394,837
+50,929
+15% +$2.21M 0.01% 1008
2023
Q1 		$15M Buy
343,908
+43,747
+15% +$1.9M 0.01% 1040
2022
Q4 		$12.8M Sell
300,161
-8,739
-3% -$371K 0.01% 1070
2022
Q3 		$13M Buy
308,900
+55,266
+22% +$2.47M 0.01% 1007
2022
Q2 		$11.3M Sell
253,634
-199,712
-44% -$9.08M 0.01% 1083
2022
Q1 		$21.7M Sell
453,346
-11,747
-3% -$580K 0.01% 813
2021
Q4 		$24M Buy
465,093
+2,736
+0.6% +$142K 0.01% 761
2021
Q3 		$24M Buy
462,357
+209,659
+83% +$11M 0.01% 714
2021
Q2 		$13.2M Buy
252,698
+17,936
+8% +$929K 0.01% 980
2021
Q1 		$12M Buy
234,762
+5,536
+2% +$290K 0.01% 947
2020
Q4 		$12.3M Sell
229,226
-494,881
-68% -$26.5M 0.01% 817
2020
Q3 		$39M Buy
724,107
+115,357
+19% +$6.25M 0.03% 363
2020
Q2 		$32.8M Buy
608,750
+261,180
+75% +$13.9M 0.03% 379
2020
Q1 		$18M Sell
347,570
-271,868
-44% -$14.2M 0.02% 478
2019
Q4 		$32.4M Buy
619,438
+41,638
+7% +$2.17M 0.03% 371
2019
Q3 		$30.2M Buy
577,800
+75,233
+15% +$3.91M 0.03% 365
2019
Q2 		$25.8M Buy
502,567
+93,300
+23% +$4.68M 0.03% 384
2019
Q1 		$20.4M Buy
409,267
+56,342
+16% +$2.75M 0.03% 442
2018
Q4 		$17M Buy
352,925
+187,111
+113% +$8.93M 0.03% 423
2018
Q3 		$8.02M Buy
+165,814
New +$8.06M 0.01% 343
2016
Q4 		– Sell
-286,702
Closed -$14.9M – 3093
2016
Q3 		$14.9M Buy
286,702
+41,266
+17% +$2.15M 0.06% 243
2016
Q2 		$12.7M Buy
245,436
+2,492
+1% +$127K 0.05% 318
2016
Q1 		$12.3M Buy
+242,944
New +$12.1M 0.05% 297

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

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

Envestnet Asset Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3% in Q2 2026, buying an estimated $156K and bringing the position to 123,312 shares worth $5.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Envestnet Asset Management first reported a position in AGGY in Q1 2016 and has held it in 35 quarters since. The position peaked at $48.5M in Q3 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Envestnet Asset Management held 123,312 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $5.36M as of Q2 2026.
  • Envestnet Asset Management bought 3,589 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $156K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2415 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 35 quarters since.
  • Envestnet Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $48.5M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.