UBS Group
AGGY icon

UBS Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

UBS Group’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 		$27.4M Buy
629,921
+44,986
+8% +$1.96M ﹤0.01% 2358
2026
Q1 		$25.4M Buy
584,935
+44,426
+8% +$1.96M ﹤0.01% 2335
2025
Q4 		$23.8M Buy
540,509
+32,535
+6% +$1.44M ﹤0.01% 2416
2025
Q3 		$22.5M Buy
507,974
+34,005
+7% +$1.49M ﹤0.01% 2423
2025
Q2 		$20.7M Buy
473,969
+65,885
+16% +$2.84M ﹤0.01% 2322
2025
Q1 		$17.7M Sell
408,084
-533,544
-57% -$23M ﹤0.01% 2458
2024
Q4 		$40.4M Buy
941,628
+25,263
+3% +$1.1M 0.01% 1640
2024
Q3 		$41M Buy
916,365
+9,834
+1% +$434K 0.01% 1292
2024
Q2 		$38.9M Buy
906,531
+44,811
+5% +$1.92M 0.01% 1206
2024
Q1 		$37.4M Buy
861,720
+113,331
+15% +$4.92M 0.01% 1232
2023
Q4 		$32.9M Buy
748,389
+41,083
+6% +$1.73M 0.01% 1240
2023
Q3 		$29.4M Buy
707,306
+423,488
+149% +$18M 0.01% 1198
2023
Q2 		$12.2M Buy
283,818
+34,238
+14% +$1.49M ﹤0.01% 1826
2023
Q1 		$10.9M Buy
249,580
+85,511
+52% +$3.72M ﹤0.01% 1830
2022
Q4 		$7M Sell
164,069
-731
-0.4% -$31.1K ﹤0.01% 2190
2022
Q3 		$6.96M Buy
164,800
+4,916
+3% +$219K ﹤0.01% 2080
2022
Q2 		$7.15M Sell
159,884
-545
-0.3% -$24.8K ﹤0.01% 2073
2022
Q1 		$7.68M Sell
160,429
-7,194
-4% -$355K ﹤0.01% 2148
2021
Q4 		$8.66M Sell
167,623
-101,592
-38% -$5.27M ﹤0.01% 2279
2021
Q3 		$14M Sell
269,215
-12,434
-4% -$654K ﹤0.01% 1787
2021
Q2 		$14.7M Buy
281,649
+17,446
+7% +$904K ﹤0.01% 1726
2021
Q1 		$13.5M Buy
264,203
+25,796
+11% +$1.35M ﹤0.01% 1710
2020
Q4 		$12.8M Buy
238,407
+4,651
+2% +$249K ﹤0.01% 1667
2020
Q3 		$12.6M Buy
233,756
+18,343
+9% +$993K ﹤0.01% 1497
2020
Q2 		$11.6M Buy
215,413
+34,989
+19% +$1.86M ﹤0.01% 1396
2020
Q1 		$9.32M Buy
180,424
+16,196
+10% +$848K ﹤0.01% 1461
2019
Q4 		$8.58M Buy
164,228
+27,992
+21% +$1.46M ﹤0.01% 2093
2019
Q3 		$7.12M Buy
136,236
+6,476
+5% +$337K ﹤0.01% 2051
2019
Q2 		$6.65M Buy
129,760
+93,422
+257% +$4.69M ﹤0.01% 2104
2019
Q1 		$1.81M Sell
36,338
-11,240
-24% -$550K ﹤0.01% 3067
2018
Q4 		$2.29M Sell
47,578
-266,840
-85% -$12.7M ﹤0.01% 2901
2018
Q3 		$15.2M Sell
314,418
-1,805
-0.6% -$87.7K 0.01% 1415
2018
Q2 		$15.3M Buy
316,223
+5,351
+2% +$260K 0.01% 1365
2018
Q1 		$15.3M Buy
310,872
+140,210
+82% +$6.95M 0.01% 1342
2017
Q4 		$8.66M Buy
170,662
+69,804
+69% +$3.54M ﹤0.01% 1848
2017
Q3 		$5.12M Buy
100,858
+28,218
+39% +$1.43M ﹤0.01% 2178
2017
Q2 		$3.67M Buy
72,640
+8,447
+13% +$426K ﹤0.01% 2434
2017
Q1 		$3.2M Buy
64,193
+6,616
+11% +$329K ﹤0.01% 2484
2016
Q4 		$2.85M Buy
57,577
+56,537
+5,436% +$2.85M ﹤0.01% 2593
2016
Q3 		$54K Buy
+1,040
New +$54.1K ﹤0.01% 5447

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's AGGY Position: Q2 2026 in Review

UBS Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 7.7% in Q2 2026, buying an estimated $1.96M and bringing the position to 629,921 shares worth $27.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

UBS Group first reported a position in AGGY in Q3 2016 and has held it in 40 quarters since. The position peaked at $41M in Q3 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • UBS Group held 629,921 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $27.4M as of Q2 2026.
  • UBS Group bought 44,986 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.96M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2358 holding.
  • UBS Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2016 and has held it in 40 quarters since.
  • UBS Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $41M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.