WisdomTree Yield Enhanced US Aggregate Bond Fund

AGGY

Market cap $807M

Overview Fund Activity

44.59 USD

-0.01

0.02%

At close Updated Sep 16, 12:15 PM EDT

1 day

-0.02%

5 days

0.45%

1 month

2.18%

3 months

3.48%

6 months

2.74%

Year to date

3.94%

1 year

-1.26%

5 years

-17.52%

10 years

-10.34%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0.59% less ownership

Funds ownership: 89.12% [Q1] → 88.53% (-0.59%) [Q2]

5% less funds holding

Funds holding: 168 [Q1] → 160 (-8) [Q2]

11% less capital invested

Capital invested by funds: $778M [Q1] → $695M (-$82.9M) [Q2]

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 8 [Q1] → 4 (-4) [Q2]

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Financial journalist opinion

The Right Bond ETF Can Make All the Difference

Fixed income investors, particularly those allocated to aggregate bond funds, are likely frustrated the Federal Reserve has yet to oblige them with a 2025 interest rate cut. Following a disappointing July jobs report and substantial downward revisions of prior months' data, the central bank may have no choice but to lower borrowing costs next month.

The Right Bond ETF Can Make All the Difference

Why Adding Fixed-Income ETFs Matters—And How WisdomTree's Line Up Delivers

By Vanya Sharma, Senior Associate, Capital Markets Key Takeaways As equity markets remain volatile, WisdomTree's fixed income ETFs—like AGGY and SHAG—offer investors a way to anchor portfolios with higher-yielding, investment-grade exposure while managing interest rate risk.

Why Adding Fixed-Income ETFs Matters—And How WisdomTree's Line Up Delivers

WisdomTree Celebrates 10th Anniversary of the Yield Enhanced US Aggregate Bond Fund (AGGY)

NEW YORK--(BUSINESS WIRE)--WisdomTree today celebrates the 10th anniversary of the launch of the Yield Enhanced US Aggregate Bond Fund (AGGY).

WisdomTree Celebrates 10th Anniversary of the Yield Enhanced US Aggregate Bond Fund (AGGY)

Top Investment Ideas for 2025

Authors: Jeremy Schwartz, CFA, Global Chief Investment Officer Kevin Flanagan, Head of Fixed Income Strategy Jeff Weniger, CFA, Head of Equity Strategy Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Fixed Income Recalibration: With Treasury yields normalizing at 4%–5%, a barbell strategy combining floating rate and yield-enhanced funds can help investors balance rate volatility and credit exposure.

Top Investment Ideas for 2025

2 Bonds ETFs Right for the Times

The Federal Reserve's September interest rate cut and expectations of more to follow are renewing interest in bonds. But some advisors and investors may be concerned about the impact lower rates have on the income in fixed income.

2 Bonds ETFs Right for the Times

Money in Motion: A Barbell for Rate Cuts

By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways Investors can use a barbell strategy aiming to balance short-term income opportunities and lock in yields with potential returns if long-term rate declines in an uncertain bond market. Shifting to a 60/40 blend of WisdomTree's Floating Rate Treasury Fund (USFR) and Yield Enhanced U.S.

Money in Motion: A Barbell for Rate Cuts

AGGY Alluring, Appropriate Right Now

While interest rate cut expectations have seemingly been all over the map this year, there's emerging consensus that clarity will soon avail itself if/when the Federal Reserve lowers interest rates in September. Thus, there's also emerging sentiment that now is the appropriate time for investors to consider revisiting bonds or increasing established fixed income exposure.

AGGY Alluring, Appropriate Right Now

Assessing AGGY as Duration Could Be Back In Style

Data is indicating inflation and the U.S. economy are cooling. So speculation is intensifying that September will bring with it a much awaited interest rate cut by the Federal Reserve.

Assessing AGGY as Duration Could Be Back In Style

Build Your Core (Portfolio) the Right Way—Part 2

By Behnood Noei, CFA Director, Fixed Income Key Takeaways The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) outperformed the Bloomberg U.S. Aggregate Bond Index (Agg). AGGY has a higher duration than the Agg, which can benefit the strategy in environments where rates don't go materially higher from the current levels.

Back the Barbell With Floating Rate Notes

Higher-for-longer appears to be the path the Federal Reserve will pursue over the near term. So advisors and investors may want to consider some tried-and-true methods regarding accessing the bond market.

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