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

Win 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	$1.04M	Buy	23,903 +598	+3%	+$26K	0.37%	44
2026 Q1	$1.01M	Buy	+23,305	New	+$1.03M	0.46%	51
2025 Q2	–	Sell	-20,438	Closed	-$888K	–	50
2025 Q1	$888K	Buy	+20,438	New	+$882K	0.46%	43
2023 Q3	–	Sell	-6,529	Closed	-$232K	–	47
2023 Q2	$232K	Buy	+6,529	New	+$284K	0.31%	34

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

Win Advisors's AGGY Position: Q2 2026 in Review

Win Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2.6% in Q2 2026, buying an estimated $26K and bringing the position to 23,903 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #44.

Win Advisors first reported a position in AGGY in Q2 2023 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Win Advisors held 23,903 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.04M as of Q2 2026.
Win Advisors bought 598 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $26K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.37% of Win Advisors's portfolio in Q2 2026, its #44 holding.
Win Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.