Town Capital
AGGY icon

Town Capital’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Town Capital’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
Q3 		$247K Hold
6,007
– – 0.16% 72
2026
Q2 		$261K Sell
6,007
-623
-9% -$27.1K 0.17% 66
2026
Q1 		$288K Sell
6,630
-1,403
-17% -$61.8K 0.23% 59
2025
Q4 		$354K Buy
+8,033
New +$356K 0.29% 61

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Town Capital's AGGY Position: Q3 2026 in Review

Town Capital held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q3 2026 at 6,007 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #72.

Town Capital first reported a position in AGGY in Q4 2025 and has held it in 4 quarters since. The position peaked at $354K in Q4 2025. 122 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • Town Capital held 6,007 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $247K as of Q3 2026.
  • Town Capital left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q3 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.16% of Town Capital's portfolio in Q3 2026, its #72 holding.
  • Town Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
  • Town Capital's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $354K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Town Capital's 13F filing for Q3 2026, filed 3 Nov 2026.