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

Rockefeller Capital 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	$175	Buy	+4	New	+$174	﹤0.01%	4661
2026 Q1	–	Sell	-1,061	Closed	-$46.8K	–	4688
2025 Q4	$46.8K	Hold	1,061	–	–	﹤0.01%	3104
2025 Q3	$47K	Buy	+1,061	New	+$46.5K	﹤0.01%	2943

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

Rockefeller Capital Management's AGGY Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 4 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #4661 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in AGGY as recently as Q4 2025.

Rockefeller Capital Management first reported a position in AGGY in Q3 2025 and has held it in 3 quarters since. The position peaked at $47K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Rockefeller Capital Management held 4 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $175 as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Rockefeller Capital Management position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4661 holding.
Rockefeller Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and has held it in 3 quarters since.
Rockefeller Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $47K in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.