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SHAG icon

Webster Bank’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Webster Bank’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$548K Buy
11,524
+1,440
+14% +$69.1K 0.05% 165
2025
Q4 		$484K Buy
10,084
+473
+5% +$22.7K 0.05% 164
2025
Q3 		$461K Sell
9,611
-1,734
-15% -$83K 0.04% 163
2025
Q2 		$543K Buy
11,345
+625
+6% +$29.7K 0.06% 154
2025
Q1 		$510K Buy
10,720
+187
+2% +$8.87K 0.06% 155
2024
Q4 		$497K Buy
10,533
+774
+8% +$36.7K 0.05% 157
2024
Q3 		$468K Buy
9,759
+522
+6% +$24.9K 0.05% 163
2024
Q2 		$434K Buy
9,237
+1,930
+26% +$90.5K 0.05% 166
2024
Q1 		$344K Buy
7,307
+1,098
+18% +$51.8K 0.04% 173
2023
Q4 		$294K Sell
6,209
-124
-2% -$5.78K 0.04% 178
2023
Q3 		$293K Hold
6,333
– – 0.04% 173
2023
Q2 		$295K Buy
6,333
+106
+2% +$4.99K 0.04% 173
2023
Q1 		$294K Buy
6,227
+40
+0.6% +$1.88K 0.04% 180
2022
Q4 		$289K Sell
6,187
-215
-3% -$9.99K 0.04% 179
2022
Q3 		$296K Hold
6,402
– – 0.04% 168
2022
Q2 		$305K Sell
6,402
-1,501
-19% -$71.7K 0.04% 167
2022
Q1 		$383K Hold
7,903
– – 0.04% 163
2021
Q4 		$399K Buy
7,903
+500
+7% +$25.4K 0.04% 162
2021
Q3 		$378K Sell
7,403
-920
-11% -$47.1K 0.04% 156
2021
Q2 		$425K Buy
8,323
+456
+6% +$23.3K 0.05% 151
2021
Q1 		$401K Buy
7,867
+1,375
+21% +$70.4K 0.05% 155
2020
Q4 		$334K Sell
6,492
-249
-4% -$12.8K 0.04% 165
2020
Q3 		$347K Hold
6,741
– – 0.05% 161
2020
Q2 		$347K Buy
6,741
+1,093
+19% +$55.8K 0.05% 149
2020
Q1 		$283K Buy
5,648
+549
+11% +$27.7K 0.05% 149
2019
Q4 		$257K Buy
5,099
+552
+12% +$27.8K 0.03% 181
2019
Q3 		$229K Buy
4,547
+3,626
+394% +$183K 0.03% 188
2019
Q2 		$46K Buy
+921
New +$45.9K 0.01% 312

Other funds holding SHAG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Webster Bank's SHAG Position: Q1 2026 in Review

Webster Bank increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 14% in Q1 2026, buying an estimated $69.1K and bringing the position to 11,524 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #165.

Webster Bank first reported a position in SHAG in Q2 2019 and has held it in 28 quarters since. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2026.

  • Webster Bank held 11,524 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $548K as of Q1 2026.
  • Webster Bank bought 1,440 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2026, an estimated $69.1K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.05% of Webster Bank's portfolio in Q1 2026, its #165 holding.
  • Webster Bank first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2019 and has held it in 28 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2026.

Based on Webster Bank's 13F filing for Q1 2026, filed 17 Apr 2026.