RFA
AGGY icon

Reyes Financial Architecture’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Reyes Financial Architecture’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 		$44.6K Sell
1,025
-229
-18% -$9.97K 0.03% 187
2026
Q1 		$54.5K Sell
1,254
-6,854
-85% -$302K 0.04% 174
2025
Q4 		$357K Buy
8,108
+6,854
+547% +$304K 0.22% 51
2025
Q3 		$55.5K Hold
1,254
– – 0.04% 171
2025
Q2 		$54.7K Hold
1,254
– – 0.05% 167
2025
Q1 		$54.5K Sell
1,254
-40
-3% -$1.73K 0.04% 167
2024
Q4 		$55.5K Buy
+1,294
New +$56.5K 0.04% 152

Other funds holding AGGY

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Reyes Financial Architecture's AGGY Position: Q2 2026 in Review

Reyes Financial Architecture reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 18% in Q2 2026, selling an estimated $9.97K and leaving 1,025 shares worth $44.6K. The position accounts for 0.03% of the portfolio, ranked #187.

Reyes Financial Architecture first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $357K in Q4 2025. 73 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Reyes Financial Architecture held 1,025 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $44.6K as of Q2 2026.
  • Reyes Financial Architecture sold 229 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $9.97K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of Reyes Financial Architecture's portfolio in Q2 2026, its #187 holding.
  • Reyes Financial Architecture first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $357K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.