Stifel Financial
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Stifel Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Stifel Financial’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 		$6.15M Buy
141,479
+5,926
+4% +$258K 0.01% 1288
2026
Q1 		$5.89M Sell
135,553
-1,101
-0.8% -$48.5K 0.01% 1255
2025
Q4 		$6.02M Buy
136,654
+6,951
+5% +$308K 0.01% 1228
2025
Q3 		$5.74M Sell
129,703
-1,260
-1% -$55.2K 0.01% 1221
2025
Q2 		$5.71M Sell
130,963
-3,238
-2% -$139K 0.01% 1183
2025
Q1 		$5.83M Sell
134,201
-2,864
-2% -$124K 0.01% 1106
2024
Q4 		$5.88M Sell
137,065
-13,815
-9% -$604K 0.01% 1122
2024
Q3 		$6.75M Buy
150,880
+27,351
+22% +$1.21M 0.01% 1039
2024
Q2 		$5.31M Sell
123,529
-3,430
-3% -$147K 0.01% 1097
2024
Q1 		$5.51M Buy
126,959
+90,628
+249% +$3.93M 0.01% 1087
2023
Q4 		$1.6M Buy
36,331
+25,226
+227% +$1.06M ﹤0.01% 1822
2023
Q3 		$461K Sell
11,105
-135
-1% -$5.74K ﹤0.01% 2532
2023
Q2 		$484K Buy
+11,240
New +$488K ﹤0.01% 2537
2020
Q4 		– Sell
-11,728
Closed -$631K – 3034
2020
Q3 		$631K Sell
11,728
-6,008
-34% -$325K ﹤0.01% 1942
2020
Q2 		$955K Buy
+17,736
New +$943K ﹤0.01% 1586

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's AGGY Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.4% in Q2 2026, buying an estimated $258K and bringing the position to 141,479 shares worth $6.15M. The position accounts for 0.01% of the portfolio, ranked #1288.

Stifel Financial first reported a position in AGGY in Q2 2020 and has held it in 15 quarters since. The position peaked at $6.75M in Q3 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Stifel Financial held 141,479 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $6.15M as of Q2 2026.
  • Stifel Financial bought 5,926 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $258K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1288 holding.
  • Stifel Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and has held it in 15 quarters since.
  • Stifel Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6.75M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.