Simplicity Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Simplicity Wealth’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	$301K	Sell	6,931 -461	-6%	-$20.1K	0.01%	840
2026 Q1	$321K	Sell	7,392 -33	-0.4%	-$1.45K	0.02%	565
2025 Q4	$327K	Sell	7,425 -19	-0.3%	-$842	0.02%	530
2025 Q3	$330K	Sell	7,444 -7,986	-52%	-$350K	0.02%	535
2025 Q2	$673K	Buy	15,430 +10,800	+233%	+$465K	0.03%	400
2025 Q1	$201K	Buy	+4,630	New	+$200K	0.02%	529
2024 Q4	–	Sell	-5,265	Closed	-$235K	–	326
2024 Q3	$235K	Sell	5,265 -15	-0.3%	-$662	0.02%	436
2024 Q2	$227K	Buy	+5,280	New	+$226K	0.01%	1059

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

Simplicity Wealth's AGGY Position: Q2 2026 in Review

Simplicity Wealth reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 6.2% in Q2 2026, selling an estimated $20.1K and leaving 6,931 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #840.

Simplicity Wealth first reported a position in AGGY in Q2 2024 and has held it in 8 quarters since. The position peaked at $673K in Q2 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Simplicity Wealth held 6,931 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $301K as of Q2 2026.
Simplicity Wealth sold 461 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $20.1K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #840 holding.
Simplicity Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $673K in Q2 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.