Mercer Global Advisors
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Mercer Global Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Mercer Global Advisors’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 		$58M Buy
1,334,752
+76,277
+6% +$3.32M 0.07% 157
2026
Q1 		$54.7M Sell
1,258,475
-53,641
-4% -$2.36M 0.08% 143
2025
Q4 		$57.8M Buy
1,312,116
+151,517
+13% +$6.71M 0.09% 137
2025
Q3 		$51.4M Buy
1,160,599
+290,513
+33% +$12.7M 0.09% 137
2025
Q2 		$38M Buy
870,086
+30,253
+4% +$1.3M 0.08% 145
2025
Q1 		$36.5M Sell
839,833
-250,649
-23% -$10.8M 0.08% 138
2024
Q4 		$46.8M Buy
1,090,482
+99,208
+10% +$4.33M 0.11% 107
2024
Q3 		$44.5M Buy
991,274
+123,671
+14% +$5.46M 0.1% 117
2024
Q2 		$37.3M Buy
867,603
+111,944
+15% +$4.79M 0.1% 123
2024
Q1 		$32.8M Buy
755,659
+192,814
+34% +$8.37M 0.09% 147
2023
Q4 		$24.8M Buy
562,845
+145,239
+35% +$6.13M 0.07% 168
2023
Q3 		$17.3M Buy
417,606
+180,217
+76% +$7.66M 0.07% 184
2023
Q2 		$10.2M Buy
237,389
+45,974
+24% +$2M 0.04% 289
2023
Q1 		$8.36M Buy
191,415
+39,631
+26% +$1.72M 0.04% 304
2022
Q4 		$6.47M Sell
151,784
-28,422
-16% -$1.21M 0.03% 366
2022
Q3 		$7.61M Sell
180,206
-61,839
-26% -$2.76M 0.05% 281
2022
Q2 		$10.8M Sell
242,045
-32,064
-12% -$1.46M 0.07% 212
2022
Q1 		$13.1M Sell
274,109
-21,858
-7% -$1.08M 0.08% 186
2021
Q4 		$15.3M Sell
295,967
-4,910
-2% -$254K 0.09% 162
2021
Q3 		$15.6M Buy
300,877
+220,272
+273% +$11.6M 0.11% 158
2021
Q2 		$4.21M Buy
80,605
+17,616
+28% +$913K 0.03% 364
2021
Q1 		$3.23M Buy
62,989
+9,065
+17% +$475K 0.03% 400
2020
Q4 		$2.9M Buy
53,924
+22,488
+72% +$1.21M 0.04% 339
2020
Q3 		$1.69M Buy
+31,436
New +$1.7M 0.03% 423

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's AGGY Position: Q2 2026 in Review

Mercer Global Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 6.1% in Q2 2026, buying an estimated $3.32M and bringing the position to 1,334,752 shares worth $58M. The position accounts for 0.07% of the portfolio, ranked #157.

Mercer Global Advisors first reported a position in AGGY in Q3 2020 and has held it in 24 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Mercer Global Advisors held 1,334,752 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $58M as of Q2 2026.
  • Mercer Global Advisors bought 76,277 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $3.32M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.07% of Mercer Global Advisors's portfolio in Q2 2026, its #157 holding.
  • Mercer Global Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and has held it in 24 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.