Jeff Yass
AGGY icon

Jeff Yass’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Jeff Yass’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 		– Sell
-29,804
Closed -$1.29M – 13302
2026
Q1 		$1.29M Buy
+29,804
New +$1.31M ﹤0.01% 7241
2025
Q4 		– Sell
-15,468
Closed -$685K – 12219
2025
Q3 		$685K Sell
15,468
-74,028
-83% -$3.24M ﹤0.01% 8254
2025
Q2 		$3.9M Buy
89,496
+62,504
+232% +$2.69M ﹤0.01% 4442
2025
Q1 		$1.17M Buy
+26,992
New +$1.17M ﹤0.01% 6854
2024
Q2 		– Sell
-23,928
Closed -$1.04M – 11941
2024
Q1 		$1.04M Buy
+23,928
New +$1.04M ﹤0.01% 6812
2023
Q4 		– Sell
-69,336
Closed -$2.88M – 12265
2023
Q3 		$2.88M Buy
69,336
+58,196
+522% +$2.47M ﹤0.01% 4455
2023
Q2 		$480K Sell
11,140
-64,311
-85% -$2.79M ﹤0.01% 8419
2023
Q1 		$3.3M Buy
75,451
+52,353
+227% +$2.28M ﹤0.01% 4140
2022
Q4 		$985K Buy
23,098
+12,720
+123% +$540K ﹤0.01% 6224
2022
Q3 		$438K Sell
10,378
-15,678
-60% -$700K ﹤0.01% 8829
2022
Q2 		$1.16M Sell
26,056
-49,762
-66% -$2.26M ﹤0.01% 6148
2022
Q1 		$3.63M Sell
75,818
-60
-0.1% -$2.96K ﹤0.01% 4264
2021
Q4 		$3.92M Buy
+75,878
New +$3.93M ﹤0.01% 4163
2021
Q2 		– Sell
-28,480
Closed -$1.46M – 12483
2021
Q1 		$1.46M Buy
+28,480
New +$1.49M ﹤0.01% 6716
2018
Q3 		– Sell
-182,877
Closed -$8.86M – 9112
2018
Q2 		$8.86M Buy
+182,877
New +$8.9M ﹤0.01% 2055
2017
Q4 		– Sell
-29,100
Closed -$1.48M – 9162
2017
Q3 		$1.48M Buy
+29,100
New +$1.48M ﹤0.01% 4499
2016
Q3 		– Sell
-42,793
Closed -$2.22M – 8341
2016
Q2 		$2.22M Sell
42,793
-24,402
-36% -$1.24M ﹤0.01% 3395
2016
Q1 		$3.39M Buy
+67,195
New +$3.34M ﹤0.01% 2869

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 $468B AUM 17.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Prestige Wealth Management Group
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jeff Yass's AGGY Position: Q2 2026 in Review

Jeff Yass sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 29,804 shares — an estimated $1.29M sold.

Jeff Yass first reported a position in AGGY in Q1 2016 and held it in 18 quarters. The position peaked at $8.86M in Q2 2018. 175 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Jeff Yass reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 29,804 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.29M.
  • Jeff Yass first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and held it in 18 quarters.
  • Jeff Yass's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.86M in Q2 2018.
  • 175 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.