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

Waverly 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	$864K	Buy	19,877 +9,150	+85%	+$403K	0.01%	877
2025 Q4	$473K	Sell	10,727 -153,939	-93%	-$6.82M	﹤0.01%	1038
2025 Q3	$7.29M	Buy	164,666 +20,386	+14%	+$893K	0.07%	260
2025 Q2	$6.29M	Buy	144,280 +4,860	+3%	+$209K	0.07%	266
2025 Q1	$6.06M	Buy	139,420 +12,427	+10%	+$536K	0.07%	254
2024 Q4	$5.45M	Buy	126,993 +13,481	+12%	+$589K	0.08%	207
2024 Q3	$5.08M	Buy	113,512 +2,559	+2%	+$113K	0.09%	195
2024 Q2	$4.77M	Buy	110,953 +15,486	+16%	+$663K	0.09%	194
2024 Q1	$4.14M	Buy	+95,467	New	+$4.14M	0.1%	167

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

Waverly Advisors's AGGY Position: Q1 2026 in Review

Waverly Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 85% in Q1 2026, buying an estimated $403K and bringing the position to 19,877 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #877.

Waverly Advisors first reported a position in AGGY in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.29M in Q3 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Waverly Advisors held 19,877 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $864K as of Q1 2026.
Waverly Advisors bought 9,150 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $403K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #877 holding.
Waverly Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.29M in Q3 2025.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.