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

Sun 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 		$494K Sell
11,360
-3,584
-24% -$158K 0.25% 92
2025
Q4 		$658K Buy
+14,944
New +$662K 0.37% 78

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 $445B AUM 25.58% 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 $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Sun Financial's AGGY Position: Q1 2026 in Review

Sun Financial reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 24% in Q1 2026, selling an estimated $158K and leaving 11,360 shares worth $494K. The position accounts for 0.25% of the portfolio, ranked #92.

Sun Financial first reported a position in AGGY in Q4 2025 and has held it in 2 quarters since. The position peaked at $658K in Q4 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Sun Financial held 11,360 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $494K as of Q1 2026.
  • Sun Financial sold 3,584 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $158K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.25% of Sun Financial's portfolio in Q1 2026, its #92 holding.
  • Sun Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $658K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.