Segall Bryant & Hamill’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Segall Bryant & Hamill’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	$1.2M	Sell	27,661 -1,067	-4%	-$46.5K	0.01%	528
2026 Q1	$1.25M	Sell	28,728 -1,918	-6%	-$84.5K	0.02%	478
2025 Q4	$1.35M	Sell	30,646 -1,655	-5%	-$73.3K	0.02%	480
2025 Q3	$1.43M	Sell	32,301 -580	-2%	-$25.4K	0.02%	466
2025 Q2	$1.43M	Buy	32,881 +517	+2%	+$22.3K	0.02%	472
2025 Q1	$1.41M	Sell	32,364 -1,605	-5%	-$69.3K	0.02%	469
2024 Q4	$1.46M	Buy	33,969 +1,160	+4%	+$50.7K	0.02%	470
2024 Q3	$1.47M	Buy	+32,809	New	+$1.45M	0.02%	479

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

Segall Bryant & Hamill's AGGY Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.7% in Q2 2026, selling an estimated $46.5K and leaving 27,661 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #528.

Segall Bryant & Hamill first reported a position in AGGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Segall Bryant & Hamill held 27,661 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.2M as of Q2 2026.
Segall Bryant & Hamill sold 1,067 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $46.5K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Segall Bryant & Hamill's portfolio in Q2 2026, its #528 holding.
Segall Bryant & Hamill first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and has held it in 8 quarters since.
Segall Bryant & Hamill's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.47M in Q3 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.