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

Wayfinding 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
2025 Q2	–	Sell	-2,990	Closed	-$129K	–	156
2025 Q1	$129K	Buy	+2,990	New	+$129K	0.06%	186
2023 Q1	–	Sell	-5,078	Closed	-$255K	–	105
2022 Q4	$255K	Buy	+5,078	New	+$216K	0.2%	75
2022 Q2	–	Sell	-6,116	Closed	-$274K	–	80
2022 Q1	$274K	Buy	6,116 +1,038	+20%	+$51.3K	0.23%	66
2021 Q4	$255K	Buy	+5,078	New	+$263K	0.2%	75

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Wayfinding Financial's AGGY Position: Q2 2025 in Review

Wayfinding Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 2,990 shares — an estimated $129K sold.

Wayfinding Financial first reported a position in AGGY in Q4 2021 and held it in 4 quarters. The position peaked at $274K in Q1 2022. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

Wayfinding Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 2,990 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $129K.
Wayfinding Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
Wayfinding Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $274K in Q1 2022.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.