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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
Q2 		$615K Buy
12,993
+1,469
+13% +$69.8K 0.05% 166
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 $1.55T AUM 33.47% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Webster Bank's SHAG Position: Q2 2026 in Review

Webster Bank increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 13% in Q2 2026, buying an estimated $69.8K and bringing the position to 12,993 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #166.

Webster Bank first reported a position in SHAG in Q2 2019 and has held it in 29 quarters since. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • Webster Bank held 12,993 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $615K as of Q2 2026.
  • Webster Bank bought 1,469 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $69.8K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.05% of Webster Bank's portfolio in Q2 2026, its #166 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 29 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.