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Evolution Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Evolution Wealth 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 		$165K Buy
3,801
+57
+2% +$2.48K 0.1% 143
2026
Q1 		$163K Sell
3,744
-114
-3% -$5.02K 0.12% 126
2025
Q4 		$170K Sell
3,858
-1,223
-24% -$54.2K 0.14% 111
2025
Q3 		$225K Sell
5,081
-200
-4% -$8.76K 0.23% 84
2025
Q2 		$230K Buy
+5,281
New +$227K 0.28% 65

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

Evolution Wealth Management's AGGY Position: Q2 2026 in Review

Evolution Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.5% in Q2 2026, buying an estimated $2.48K and bringing the position to 3,801 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #143.

Evolution Wealth Management first reported a position in AGGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q2 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Evolution Wealth Management held 3,801 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $165K as of Q2 2026.
  • Evolution Wealth Management bought 57 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.48K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $230K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.