Ken Griffin
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Ken Griffin’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Ken Griffin’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
2025
Q3 		– Sell
-13,700
Closed -$598K – 12650
2025
Q2 		$598K Buy
13,700
+1,600
+13% +$68.9K ﹤0.01% 8216
2025
Q1 		$526K Buy
12,100
+11,200
+1,244% +$483K ﹤0.01% 8361
2024
Q4 		$38.6K Sell
900
-1,500
-63% -$65.5K ﹤0.01% 12643
2024
Q3 		$107K Buy
+2,400
New +$106K ﹤0.01% 11015
2023
Q3 		– Sell
-1,000
Closed -$43.1K – 14217
2023
Q2 		$43.1K Buy
+1,000
New +$43.5K ﹤0.01% 11980

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 $445B AUM 25.58% 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 $80B AUM 26.12% 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 $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Ken Griffin's AGGY Position: Q1 2026 in Review

Ken Griffin increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1,221% in Q1 2026, buying an estimated $2.84M and bringing the position to 69,873 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #5243.

Ken Griffin first reported a position in AGGY in Q1 2016 and has held it in 32 quarters since. The position peaked at $39.7M in Q1 2020. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Ken Griffin held 69,873 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.04M as of Q1 2026.
  • Ken Griffin bought 64,582 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.84M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5243 holding.
  • Ken Griffin first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 32 quarters since.
  • Ken Griffin's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $39.7M in Q1 2020.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.