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
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 $1.37T 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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Stifel Financial's AGGY Position: Q1 2026 in Review

Stifel Financial reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.81% in Q1 2026, selling an estimated $48.5K and leaving 135,553 shares worth $5.89M. The position accounts for 0.01% of the portfolio, ranked #1255.

Stifel Financial first reported a position in AGGY in Q2 2020 and has held it in 14 quarters since. The position peaked at $6.75M in Q3 2024. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Stifel Financial held 135,553 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $5.89M as of Q1 2026.
  • Stifel Financial sold 1,101 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $48.5K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1255 holding.
  • Stifel Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and has held it in 14 quarters since.
  • Stifel Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6.75M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.