Spurstone Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Spurstone Advisory Services’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	$434	Hold	10	–	–	0.01%	84
2026 Q1	$435	Hold	10	–	–	0.01%	61
2025 Q4	$440	Hold	10	–	–	0.01%	83
2025 Q3	$442	Hold	10	–	–	0.01%	101
2025 Q2	$436	Hold	10	–	–	0.01%	124
2025 Q1	$434	Buy	+10	New	+$432	0.01%	90

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

Spurstone Advisory Services's AGGY Position: Q2 2026 in Review

Spurstone Advisory Services held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 10 shares worth $434. The position accounts for 0.01% of the portfolio, ranked #84.

Spurstone Advisory Services first reported a position in AGGY in Q1 2025 and has held it in 6 quarters since. The position peaked at $442 in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Spurstone Advisory Services held 10 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $434 as of Q2 2026.
Spurstone Advisory Services left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #84 holding.
Spurstone Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $442 in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.