PNC Financial Services Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

PNC Financial Services Group’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	-431	Closed	-$19K	–	5162
2025 Q4	$19K	Buy	+431	New	+$19.1K	﹤0.01%	3689
2024 Q1	–	Sell	-86	Closed	-$3.79K	–	4689
2023 Q4	$3.79K	Buy	86 +81	+1,620%	+$3.42K	﹤0.01%	4019
2023 Q3	$208	Buy	+5	New	+$213	﹤0.01%	4532
2022 Q2	–	Sell	-326	Closed	-$16K	–	4449
2022 Q1	$16K	Buy	+326	New	+$16.1K	﹤0.01%	3665

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

PNC Financial Services Group's AGGY Position: Q1 2026 in Review

PNC Financial Services Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 431 shares — an estimated $19K sold.

PNC Financial Services Group first reported a position in AGGY in Q1 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

PNC Financial Services Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
PNC Financial Services Group sold 431 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $19K.
PNC Financial Services Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2022 and held it in 4 quarters.
PNC Financial Services Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $19K in Q4 2025.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.