Gallagher Fiduciary Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Gallagher Fiduciary 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	$518K	Buy	11,914 +1,651	+16%	+$71.9K	0.02%	189
2026 Q1	$446K	Buy	10,263 +1,186	+13%	+$52.2K	0.02%	182
2025 Q4	$400K	Buy	9,077 +3,325	+58%	+$147K	0.01%	226
2025 Q3	$255K	Buy	+5,752	New	+$252K	0.01%	270

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

Gallagher Fiduciary Advisors's AGGY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 16% in Q2 2026, buying an estimated $71.9K and bringing the position to 11,914 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #189.

Gallagher Fiduciary Advisors first reported a position in AGGY in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Gallagher Fiduciary Advisors held 11,914 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $518K as of Q2 2026.
Gallagher Fiduciary Advisors bought 1,651 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $71.9K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #189 holding.
Gallagher Fiduciary Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

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