Northwestern Mutual Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Northwestern Mutual Wealth Management’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	$18.9K	Sell	436 -42	-9%	-$1.83K	﹤0.01%	2895
2026 Q1	$20.8K	Buy	478 +316	+195%	+$13.9K	﹤0.01%	2791
2025 Q4	$7.14K	Buy	162 +2	+1%	+$89	﹤0.01%	3105
2025 Q3	$7.09K	Buy	+160	New	+$7K	﹤0.01%	3022
2024 Q3	–	Sell	-928	Closed	-$39.9K	–	3585
2024 Q2	$39.9K	Hold	928	–	–	﹤0.01%	2164
2024 Q1	$40.3K	Sell	928 -287	-24%	-$12.5K	﹤0.01%	2167
2023 Q4	$53.5K	Hold	1,215	–	–	﹤0.01%	2022
2023 Q3	$50.4K	Hold	1,215	–	–	﹤0.01%	1973
2023 Q2	$52.4K	Buy	+1,215	New	+$52.8K	﹤0.01%	1962
2022 Q1	–	Sell	-14	Closed	-$1K	–	3077
2021 Q4	$1K	Buy	+14	New	+$726	﹤0.01%	2993
2021 Q2	–	Sell	-223	Closed	-$11K	–	2976
2021 Q1	$11K	Buy	+223	New	+$11.7K	﹤0.01%	2247
2019 Q3	–	Sell	-1	Closed	–	–	2448
2019 Q2	$0	Buy	+1	New	+$50	﹤0.01%	2475

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

Northwestern Mutual Wealth Management's AGGY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.8% in Q2 2026, selling an estimated $1.83K and leaving 436 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Northwestern Mutual Wealth Management first reported a position in AGGY in Q2 2019 and has held it in 12 quarters since. The position peaked at $53.5K in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Northwestern Mutual Wealth Management held 436 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $18.9K as of Q2 2026.
Northwestern Mutual Wealth Management sold 42 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.83K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2895 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and has held it in 12 quarters since.
Northwestern Mutual Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $53.5K in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.