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

Summit 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 		$667K Sell
15,329
-905
-6% -$39.4K 0.01% 990
2026
Q1 		$705K Sell
16,234
-2,483
-13% -$109K 0.01% 895
2025
Q4 		$824K Sell
18,717
-3,193
-15% -$141K 0.01% 728
2025
Q3 		$970K Buy
+21,910
New +$959K 0.01% 667

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

Summit Financial's AGGY Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 5.6% in Q2 2026, selling an estimated $39.4K and leaving 15,329 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #990.

Summit Financial first reported a position in AGGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $970K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Summit Financial held 15,329 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $667K as of Q2 2026.
  • Summit Financial sold 905 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $39.4K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #990 holding.
  • Summit Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $970K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

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