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

Mariner’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	$2.85M	Sell	65,630 -63,398	-49%	-$2.76M	﹤0.01%	1297
2026 Q1	$5.61M	Sell	129,028 -1,322	-1%	-$58.2K	0.01%	1013
2025 Q4	$5.74M	Buy	+130,350	New	+$5.78M	0.01%	950
2025 Q2	–	Sell	-44,528	Closed	-$1.93M	–	3477
2025 Q1	$1.93M	Sell	44,528 -440	-1%	-$19K	﹤0.01%	1264
2024 Q4	$1.93M	Buy	44,968 +3,225	+8%	+$141K	﹤0.01%	1236
2024 Q3	$1.87M	Buy	41,743 +13,163	+46%	+$581K	﹤0.01%	1225
2024 Q2	$1.23M	Buy	+28,580	New	+$1.22M	﹤0.01%	1372
2024 Q1	–	Sell	-18,730	Closed	-$824K	–	3133
2023 Q4	$824K	Buy	+18,730	New	+$790K	﹤0.01%	1576
2023 Q3	–	Sell	-12,458	Closed	-$537K	–	2896
2023 Q2	$537K	Buy	+12,458	New	+$541K	﹤0.01%	1688
2023 Q1	–	Sell	-18,650	Closed	-$795K	–	2782
2022 Q4	$795K	Sell	18,650 -8,352	-31%	-$355K	﹤0.01%	1357
2022 Q3	$1.14M	Buy	+27,002	New	+$1.21M	﹤0.01%	996

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner's AGGY Position: Q2 2026 in Review

Mariner reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 49% in Q2 2026, selling an estimated $2.76M and leaving 65,630 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Mariner first reported a position in AGGY in Q3 2022 and has held it in 11 quarters since. The position peaked at $5.74M in Q4 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Mariner held 65,630 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.85M as of Q2 2026.
Mariner sold 63,398 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.76M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1297 holding.
Mariner first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2022 and has held it in 11 quarters since.
Mariner's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.74M in Q4 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.