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 Q2	$1.28M	Buy	29,466 +9,589	+48%	+$418K	0.01%	811
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 $1.55T 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

Waverly Advisors's AGGY Position: Q2 2026 in Review

Waverly Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 48% in Q2 2026, buying an estimated $418K and bringing the position to 29,466 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #811.

Waverly Advisors first reported a position in AGGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.29M in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Waverly Advisors held 29,466 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.28M as of Q2 2026.
Waverly Advisors bought 9,589 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $418K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #811 holding.
Waverly Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.29M in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.