Goldman Sachs
AGGY icon

Goldman Sachs’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Goldman Sachs’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 		$3.21M Buy
+73,837
New +$3.22M ﹤0.01% 4285
2025
Q3 		– Sell
-8,064
Closed -$352K – 6303
2025
Q2 		$352K Buy
+8,064
New +$347K ﹤0.01% 5357

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

Goldman Sachs's AGGY Position: Q2 2026 in Review

Goldman Sachs opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 73,837 shares worth $3.21M. The stake represents ﹤0.01% of the portfolio and ranks #4285 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in AGGY as recently as Q2 2025.

Goldman Sachs first reported a position in AGGY in Q2 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Goldman Sachs held 73,837 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.21M as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Goldman Sachs position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #4285 holding.
  • Goldman Sachs first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.