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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Mercer Global Advisors's AGGY Position: Q1 2026 in Review

Mercer Global Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.1% in Q1 2026, selling an estimated $2.36M and leaving 1,258,475 shares worth $54.7M. The position accounts for 0.08% of the portfolio, ranked #143.

Mercer Global Advisors first reported a position in AGGY in Q3 2020 and has held it in 23 quarters since. The position peaked at $57.8M in Q4 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Mercer Global Advisors held 1,258,475 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $54.7M as of Q1 2026.
  • Mercer Global Advisors sold 53,641 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.36M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.08% of Mercer Global Advisors's portfolio in Q1 2026, its #143 holding.
  • Mercer Global Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and has held it in 23 quarters since.
  • Mercer Global Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $57.8M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

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