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 Q2	$221K	Buy	5,076 +27	+0.5%	+$1.18K	0.01%	614
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Verdence Capital Advisors's AGGY Position: Q2 2026 in Review

Verdence Capital Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.53% in Q2 2026, buying an estimated $1.18K and bringing the position to 5,076 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #614.

Verdence Capital Advisors first reported a position in AGGY in Q3 2023 and has held it in 12 quarters since. The position peaked at $231K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Verdence Capital Advisors held 5,076 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $221K as of Q2 2026.
Verdence Capital Advisors bought 27 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.18K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #614 holding.
Verdence Capital Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 12 quarters since.
Verdence Capital Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $231K in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.