NAM
AGGY icon

NorthCrest Asset Manangement’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

NorthCrest Asset Manangement’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 		– Sell
-53,354
Closed -$2.35M – 770
2025
Q4 		$2.35M Buy
53,354
+3,592
+7% +$159K 0.05% 224
2025
Q3 		$2.2M Buy
49,762
+796
+2% +$34.9K 0.05% 214
2025
Q2 		$2.13M Buy
48,966
+461
+1% +$19.8K 0.06% 209
2025
Q1 		$2.11M Buy
48,505
+15,618
+47% +$674K 0.06% 203
2024
Q4 		$1.41M Buy
32,887
+128
+0.4% +$5.59K 0.04% 248
2024
Q3 		$1.46M Buy
32,759
+2,594
+9% +$115K 0.04% 243
2024
Q2 		$1.3M Buy
30,165
+319
+1% +$13.7K 0.04% 242
2024
Q1 		$1.3M Buy
29,846
+783
+3% +$34K 0.04% 246
2023
Q4 		$1.28M Sell
29,063
-420
-1% -$17.7K 0.05% 234
2023
Q3 		$1.22M Sell
29,483
-140
-0.5% -$5.95K 0.05% 230
2023
Q2 		$1.28M Sell
29,623
-120
-0.4% -$5.21K 0.05% 229
2023
Q1 		$1.3M Buy
+29,743
New +$1.29M 0.05% 222

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

NorthCrest Asset Manangement's AGGY Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 53,354 shares — an estimated $2.35M sold.

NorthCrest Asset Manangement first reported a position in AGGY in Q1 2023 and held it in 12 quarters. The position peaked at $2.35M in Q4 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • NorthCrest Asset Manangement reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 53,354 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.35M.
  • NorthCrest Asset Manangement first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 12 quarters.
  • NorthCrest Asset Manangement's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.35M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.