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Winch Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Winch Advisory Services’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 		$980K Buy
22,542
+2,380
+12% +$104K 0.2% 55
2026
Q1 		$876K Buy
20,162
+1,646
+9% +$72.5K 0.2% 59
2025
Q4 		$816K Buy
18,516
+284
+2% +$12.6K 0.18% 59
2025
Q3 		$807K Buy
18,232
+2,051
+13% +$89.8K 0.18% 59
2025
Q2 		$706K Sell
16,181
-1,243
-7% -$53.5K 0.17% 59
2025
Q1 		$757K Buy
17,424
+701
+4% +$30.3K 0.2% 54
2024
Q4 		$718K Buy
16,723
+4,016
+32% +$175K 0.19% 55
2024
Q3 		$568K Buy
12,707
+548
+5% +$24.2K 0.16% 58
2024
Q2 		$522K Buy
12,159
+2,092
+21% +$89.6K 0.15% 57
2024
Q1 		$437K Buy
10,067
+2,543
+34% +$110K 0.13% 62
2023
Q4 		$331K Buy
7,524
+1,996
+36% +$84.2K 0.11% 69
2023
Q3 		$229K Buy
5,528
+965
+21% +$41K 0.08% 71
2023
Q2 		$197K Buy
4,563
+451
+11% +$19.6K 0.07% 75
2023
Q1 		$180K Buy
4,112
+713
+21% +$31K 0.07% 78
2022
Q4 		$145K Buy
3,399
+120
+4% +$5.1K 0.06% 88
2022
Q3 		$138K Buy
3,279
+449
+16% +$20K 0.06% 77
2022
Q2 		$127K Sell
2,830
-7,403
-72% -$337K 0.05% 83
2022
Q1 		$490K Sell
10,233
-179
-2% -$8.84K 0.17% 51
2021
Q4 		$538K Sell
10,412
-1,957
-16% -$101K 0.18% 53
2021
Q3 		$642K Buy
12,369
+25
+0.2% +$1.31K 0.22% 49
2021
Q2 		$644K Buy
12,344
+248
+2% +$12.8K 0.23% 48
2021
Q1 		$619K Buy
12,096
+500
+4% +$26.2K 0.25% 50
2020
Q4 		$623K Buy
11,596
+105
+0.9% +$5.63K 0.26% 46
2020
Q3 		$618K Buy
11,491
+1,727
+18% +$93.5K 0.26% 45
2020
Q2 		$525K Sell
9,764
-4,593
-32% -$244K 0.25% 44
2020
Q1 		$742K Buy
14,357
+91
+0.6% +$4.77K 0.37% 30
2019
Q4 		$745K Buy
14,266
+94
+0.7% +$4.91K 0.35% 39
2019
Q3 		$741K Buy
14,172
+9,644
+213% +$501K 0.39% 37
2019
Q2 		$232K Buy
+4,528
New +$227K 0.12% 60

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's AGGY Position: Q2 2026 in Review

Winch Advisory Services increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 12% in Q2 2026, buying an estimated $104K and bringing the position to 22,542 shares worth $980K. The position accounts for 0.2% of the portfolio, ranked #55.

Winch Advisory Services first reported a position in AGGY in Q2 2019 and has held it in 29 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Winch Advisory Services held 22,542 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $980K as of Q2 2026.
  • Winch Advisory Services bought 2,380 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $104K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.2% of Winch Advisory Services's portfolio in Q2 2026, its #55 holding.
  • Winch Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and has held it in 29 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.