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SimpliFi Inc’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

SimpliFi Inc’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
2025
Q3 		– Sell
-439,659
Closed -$19.2M – 45
2025
Q2 		$19.2M Buy
439,659
+2,313
+0.5% +$99.6K 8.45% 5
2025
Q1 		$19M Sell
437,346
-423,468
-49% -$18.3M 8.72% 4
2024
Q4 		$36.9M Buy
860,814
+10,683
+1% +$467K 16.9% 1
2024
Q3 		$38M Buy
850,131
+8,866
+1% +$392K 16.85% 2
2024
Q2 		$36.1M Sell
841,265
-41,592
-5% -$1.78M 16.69% 1
2024
Q1 		$38.3M Buy
882,857
+20,144
+2% +$875K 17.52% 1
2023
Q4 		$35.8M Hold
862,713
– – 17.64% 1
2023
Q3 		$35.8M Buy
862,713
+12,834
+2% +$546K 17.65% 1
2023
Q2 		$36.6M Buy
849,879
+47,742
+6% +$2.07M 17.31% 1
2023
Q1 		$35M Sell
802,137
-159,765
-17% -$6.95M 17.23% 1
2022
Q4 		$41M Buy
+961,902
New +$40.9M 21.41% 1
2021
Q2 		– Sell
-960,588
Closed -$49.2M – 26
2021
Q1 		$49.2M Buy
960,588
+26,507
+3% +$1.39M 22.98% 1
2020
Q4 		$50.2M Buy
934,081
+248,450
+36% +$13.3M 23.37% 1
2020
Q3 		$36.9M Buy
685,631
+22,780
+3% +$1.23M 18.38% 1
2020
Q2 		$35.7M Buy
662,851
+121,054
+22% +$6.43M 18.71% 1
2020
Q1 		$28M Buy
+541,797
New +$28.4M 17.51% 1

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SimpliFi Inc's AGGY Position: Q3 2025 in Review

SimpliFi Inc sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 439,659 shares — an estimated $19.2M sold.

SimpliFi Inc first reported a position in AGGY in Q1 2020 and held it in 16 quarters. The position peaked at $50.2M in Q4 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • SimpliFi Inc reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • SimpliFi Inc sold 439,659 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $19.2M.
  • SimpliFi Inc first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 16 quarters.
  • SimpliFi Inc's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $50.2M in Q4 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on SimpliFi Inc's 13F filing for Q3 2025, filed 24 Oct 2025.