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Glenmede Trust’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Glenmede Trust’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
Q1 		$43 Sell
1
-318
-100% -$14K ﹤0.01% 1477
2025
Q4 		$14.1K Buy
+319
New +$14.1K ﹤0.01% 1418

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Glenmede Trust's AGGY Position: Q1 2026 in Review

Glenmede Trust reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 100% in Q1 2026, selling an estimated $14K and leaving 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Glenmede Trust first reported a position in AGGY in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.1K in Q4 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Glenmede Trust held 1 share of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $43 as of Q1 2026.
  • Glenmede Trust sold 318 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $14K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1477 holding.
  • Glenmede Trust first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • Glenmede Trust's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $14.1K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.