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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Simplicity Wealth's AGGY Position: Q1 2026 in Review

Simplicity Wealth reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.44% in Q1 2026, selling an estimated $1.45K and leaving 7,392 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #565.

Simplicity Wealth first reported a position in AGGY in Q2 2024 and has held it in 7 quarters since. The position peaked at $673K in Q2 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Simplicity Wealth held 7,392 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $321K as of Q1 2026.
Simplicity Wealth sold 33 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.45K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #565 holding.
Simplicity Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2024 and has held it in 7 quarters since.
Simplicity Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $673K in Q2 2025.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.