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

Vantage Point 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	–	Sell	-4,593	Closed	-$202K	–	177
2025 Q4	$202K	Hold	4,593	–	–	0.07%	164
2025 Q3	$203K	Sell	4,593 -69	-1%	-$3.02K	0.08%	153
2025 Q2	$203K	Sell	4,662 -866	-16%	-$37.3K	0.09%	143
2025 Q1	$240K	Buy	5,528 +510	+10%	+$22K	0.12%	112
2024 Q4	$215K	Buy	+5,018	New	+$219K	0.12%	115

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Vantage Point Financial's AGGY Position: Q1 2026 in Review

Vantage Point Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 4,593 shares — an estimated $202K sold.

Vantage Point Financial first reported a position in AGGY in Q4 2024 and held it in 5 quarters. The position peaked at $240K in Q1 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Vantage Point Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Vantage Point Financial sold 4,593 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $202K.
Vantage Point Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and held it in 5 quarters.
Vantage Point Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $240K in Q1 2025.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.