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

Optima Capital’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 		$4.52M Buy
103,998
+2,708
+3% +$118K 1.78% 19
2026
Q1 		$4.4M Buy
101,290
+3,546
+4% +$156K 2.04% 13
2025
Q4 		$4.31M Buy
+97,744
New +$4.33M 1.86% 10
2025
Q1 		– Sell
-9,567
Closed -$411K – 139
2024
Q4 		$411K Buy
+9,567
New +$418K 0.28% 94

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Optima Capital's AGGY Position: Q2 2026 in Review

Optima Capital increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2.7% in Q2 2026, buying an estimated $118K and bringing the position to 103,998 shares worth $4.52M. The position accounts for 1.78% of the portfolio, ranked #19.

Optima Capital first reported a position in AGGY in Q4 2024 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Optima Capital held 103,998 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $4.52M as of Q2 2026.
  • Optima Capital bought 2,708 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $118K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.78% of Optima Capital's portfolio in Q2 2026, its #19 holding.
  • Optima Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.