TC
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
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

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

Town Capital's AGGY Position: Q1 2026 in Review

Town Capital reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 17% in Q1 2026, selling an estimated $61.8K and leaving 6,630 shares worth $288K. The position accounts for 0.23% of the portfolio, ranked #59.

Town Capital first reported a position in AGGY in Q4 2025 and has held it in 2 quarters since. The position peaked at $354K in Q4 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Town Capital held 6,630 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $288K as of Q1 2026.
  • Town Capital sold 1,403 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $61.8K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.23% of Town Capital's portfolio in Q1 2026, its #59 holding.
  • Town Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • Town Capital's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $354K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Town Capital's 13F filing for Q1 2026, filed 4 Jun 2026.