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Kestra Private Wealth Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Kestra Private Wealth Services’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 		$11.7M Buy
268,095
+10,054
+4% +$438K 0.13% 170
2026
Q1 		$11.2M Buy
258,041
+23,485
+10% +$1.03M 0.14% 166
2025
Q4 		$10.3M Buy
234,556
+30,698
+15% +$1.36M 0.13% 172
2025
Q3 		$9.02M Buy
203,858
+35,252
+21% +$1.54M 0.12% 199
2025
Q2 		$7.36M Buy
168,606
+28,438
+20% +$1.22M 0.11% 220
2025
Q1 		$6.09M Buy
140,168
+15,687
+13% +$677K 0.1% 226
2024
Q4 		$5.34M Buy
124,481
+33,118
+36% +$1.45M 0.09% 229
2024
Q3 		$4.08M Buy
91,363
+16,243
+22% +$717K 0.07% 269
2024
Q2 		$3.23M Buy
75,120
+24,542
+49% +$1.05M 0.06% 288
2024
Q1 		$2.2M Buy
50,578
+41,476
+456% +$1.8M 0.05% 353
2023
Q4 		$401K Buy
+9,102
New +$384K 0.01% 822

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

Kestra Private Wealth Services's AGGY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.9% in Q2 2026, buying an estimated $438K and bringing the position to 268,095 shares worth $11.7M. The position accounts for 0.13% of the portfolio, ranked #170.

Kestra Private Wealth Services first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Kestra Private Wealth Services held 268,095 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $11.7M as of Q2 2026.
  • Kestra Private Wealth Services bought 10,054 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $438K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.13% of Kestra Private Wealth Services's portfolio in Q2 2026, its #170 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.