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

Verdence Capital Advisors’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	$219K	Buy	5,049 +55	+1%	+$2.42K	0.01%	587
2025 Q4	$220K	Sell	4,994 -169	-3%	-$7.49K	0.01%	602
2025 Q3	$231K	Sell	5,163 -44	-0.8%	-$1.93K	0.01%	639
2025 Q2	$227K	Buy	5,207 +58	+1%	+$2.5K	0.02%	620
2025 Q1	$224K	Buy	5,149 +58	+1%	+$2.5K	0.02%	603
2024 Q4	$219K	Buy	5,091 +7	+0.1%	+$306	0.02%	590
2024 Q3	$227K	Buy	5,084 +53	+1%	+$2.34K	0.02%	586
2024 Q2	$216K	Buy	5,031 +54	+1%	+$2.31K	0.02%	558
2024 Q1	$216K	Sell	4,977 -23	-0.5%	-$999	0.02%	554
2023 Q4	$220K	Sell	5,000 -283	-5%	-$11.9K	0.02%	530
2023 Q3	$219K	Buy	+5,283	New	+$225K	0.02%	520

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

Verdence Capital Advisors's AGGY Position: Q1 2026 in Review

Verdence Capital Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.1% in Q1 2026, buying an estimated $2.42K and bringing the position to 5,049 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #587.

Verdence Capital Advisors first reported a position in AGGY in Q3 2023 and has held it in 11 quarters since. The position peaked at $231K in Q3 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Verdence Capital Advisors held 5,049 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $219K as of Q1 2026.
Verdence Capital Advisors bought 55 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.42K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Verdence Capital Advisors's portfolio in Q1 2026, its #587 holding.
Verdence Capital Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 11 quarters since.
Verdence Capital Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $231K in Q3 2025.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.