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Retireful LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Retireful LLC’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 		$269K Buy
+6,191
New +$270K 0.25% 77
2026
Q1 		– Sell
-7,919
Closed -$350K – 87
2025
Q4 		$350K Buy
+7,919
New +$351K 0.44% 75

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Retireful LLC's AGGY Position: Q2 2026 in Review

Retireful LLC opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 6,191 shares worth $269K. The stake represents 0.25% of the portfolio and ranks #77 among its holdings. This is a return to the name: Retireful LLC previously reported a position in AGGY as recently as Q4 2025.

Retireful LLC first reported a position in AGGY in Q4 2025 and has held it in 2 quarters since. The position peaked at $350K in Q4 2025. 34 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Retireful LLC held 6,191 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $269K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Retireful LLC position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.25% of Retireful LLC's portfolio in Q2 2026, its #77 holding.
  • Retireful LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • Retireful LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $350K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.