First Foundation Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

First Foundation 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 Q2	$14.3M	Buy	329,835 +9,236	+3%	+$402K	0.52%	35
2026 Q1	$13.9M	Buy	320,599 +10,464	+3%	+$461K	0.56%	33
2025 Q4	$13.7M	Sell	310,135 -23,241	-7%	-$1.03M	0.51%	36
2025 Q3	$14.8M	Sell	333,376 -10,427	-3%	-$457K	0.55%	39
2025 Q2	$15M	Sell	343,803 -14,742	-4%	-$635K	0.56%	40
2025 Q1	$15.6M	Sell	358,545 -108,578	-23%	-$4.69M	0.63%	36
2024 Q4	$20M	Buy	467,123 +33,428	+8%	+$1.46M	0.75%	28
2024 Q3	$19.4M	Buy	433,695 +19,361	+5%	+$855K	0.73%	31
2024 Q2	$17.8M	Buy	414,334 +16,874	+4%	+$723K	0.68%	36
2024 Q1	$17.2M	Buy	397,460 +117,023	+42%	+$5.08M	0.69%	37
2023 Q4	$12.3M	Buy	280,437 +20,419	+8%	+$861K	0.56%	46
2023 Q3	$10.8M	Buy	260,018 +109,406	+73%	+$4.65M	0.5%	52
2023 Q2	$6.49M	Buy	150,612 +31,788	+27%	+$1.38M	0.28%	72
2023 Q1	$5.19M	Buy	118,824 +28,246	+31%	+$1.23M	0.24%	77
2022 Q4	$3.86M	Buy	90,578 +38,284	+73%	+$1.63M	0.19%	89
2022 Q3	$2.21M	Buy	52,294 +18,027	+53%	+$805K	0.11%	112
2022 Q2	$1.53M	Buy	34,267 +571	+2%	+$26K	0.07%	142
2022 Q1	$1.61M	Buy	33,696 +617	+2%	+$30.5K	0.06%	152
2021 Q4	$1.71M	Sell	33,079 -4,436	-12%	-$230K	0.06%	152
2021 Q3	$1.95M	Sell	37,515 -10,088	-21%	-$531K	0.07%	134
2021 Q2	$2.48M	Buy	47,603 +20,733	+77%	+$1.07M	0.1%	123
2021 Q1	$1.38M	Buy	26,870 +2,650	+11%	+$139K	0.06%	170
2020 Q4	$1.3M	Buy	24,220 +4,765	+24%	+$256K	0.06%	166
2020 Q3	$1.05M	Sell	19,455 -857	-4%	-$46.4K	0.05%	175
2020 Q2	$1.09M	Buy	+20,312	New	+$1.08M	0.06%	167

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

First Foundation Advisors's AGGY Position: Q2 2026 in Review

First Foundation Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2.9% in Q2 2026, buying an estimated $402K and bringing the position to 329,835 shares worth $14.3M. The position accounts for 0.52% of the portfolio, ranked #35.

First Foundation Advisors first reported a position in AGGY in Q2 2020 and has held it in 25 quarters since. The position peaked at $20M in Q4 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

First Foundation Advisors held 329,835 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $14.3M as of Q2 2026.
First Foundation Advisors bought 9,236 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $402K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.52% of First Foundation Advisors's portfolio in Q2 2026, its #35 holding.
First Foundation Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and has held it in 25 quarters since.
First Foundation Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $20M in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.