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

Savant 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 		$49.5M Buy
1,138,628
+550,839
+94% +$24M 0.15% 102
2026
Q1 		$25.5M Sell
587,789
-9,496
-2% -$418K 0.12% 103
2025
Q4 		$26.3M Sell
597,285
-16,096
-3% -$713K 0.15% 97
2025
Q3 		$27.2M Sell
613,381
-18,386
-3% -$805K 0.16% 92
2025
Q2 		$27.6M Sell
631,767
-31,091
-5% -$1.34M 0.2% 75
2025
Q1 		$28.8M Sell
662,858
-53,945
-8% -$2.33M 0.24% 65
2024
Q4 		$30.8M Sell
716,803
-25,480
-3% -$1.11M 0.24% 67
2024
Q3 		$33.2M Sell
742,283
-9,968
-1% -$440K 0.28% 67
2024
Q2 		$32.3M Sell
752,251
-62,513
-8% -$2.68M 0.32% 61
2024
Q1 		$35.4M Sell
814,764
-50,269
-6% -$2.18M 0.41% 50
2023
Q4 		$38.1M Sell
865,033
-281,267
-25% -$11.9M 0.49% 43
2023
Q3 		$47.6M Sell
1,146,300
-202,531
-15% -$8.61M 0.71% 28
2023
Q2 		$58.1M Sell
1,348,831
-134,514
-9% -$5.85M 0.91% 22
2023
Q1 		$64.8M Sell
1,483,345
-384,120
-21% -$16.7M 1.21% 17
2022
Q4 		$79.6M Buy
1,867,465
+859,958
+85% +$36.5M 1.95% 13
2022
Q3 		$42.5M Sell
1,007,507
-108,369
-10% -$4.84M 1.33% 20
2022
Q2 		$49.9M Buy
1,115,876
+767,204
+220% +$34.9M 1.51% 15
2022
Q1 		$16.7M Buy
348,672
+257,363
+282% +$12.7M 0.55% 38
2021
Q4 		$4.72M Buy
91,309
+5,113
+6% +$265K 0.15% 81
2021
Q3 		$4.47M Sell
86,196
-7,387
-8% -$389K 0.16% 74
2021
Q2 		$4.88M Buy
93,583
+5,753
+7% +$298K 0.2% 60
2021
Q1 		$4.5M Sell
87,830
-1,848
-2% -$96.8K 0.24% 60
2020
Q4 		$4.82M Sell
89,678
-9,559
-10% -$513K 0.28% 54
2020
Q3 		$5.34M Sell
99,237
-10,279
-9% -$557K 0.37% 50
2020
Q2 		$5.89M Sell
109,516
-1,182
-1% -$62.8K 0.45% 45
2020
Q1 		$5.72M Buy
+110,698
New +$5.8M 0.54% 41

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savant Capital's AGGY Position: Q2 2026 in Review

Savant Capital increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 94% in Q2 2026, buying an estimated $24M and bringing the position to 1,138,628 shares worth $49.5M. The position accounts for 0.15% of the portfolio, ranked #102.

Savant Capital first reported a position in AGGY in Q1 2020 and has held it in 26 quarters since. The position peaked at $79.6M in Q4 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Savant Capital held 1,138,628 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $49.5M as of Q2 2026.
  • Savant Capital bought 550,839 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $24M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.15% of Savant Capital's portfolio in Q2 2026, its #102 holding.
  • Savant Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 26 quarters since.
  • Savant Capital's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $79.6M in Q4 2022.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.