WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
170 hedge funds and large institutions have $691M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
42% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 50
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more funds holding
Funds holding: 161 → 170 (+9)
2.63% more ownership
Funds ownership: 82.21% → 84.84% (+2.6%)
4% more capital invested
Capital invested by funds: $666M → $691M (+$25.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.78M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$7.83M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.71M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$5.86M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$9.63M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.29M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$6.82M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$4.7M |
| 5 |
Jane Street
New York
|
-$3.54M |
AGGY Hedge Fund Activity: Q4 2025 in Review
170 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2025, worth a combined $691M — up 3.8% from $666M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AGGY positions and 12 closed out — a net gain of 12 holders — while 71 added to existing stakes and 50 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.78M. The largest seller was Howard Bailey Securities, cutting an estimated $9.63M.
- 170 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2025, up from 161 in Q3 2025.
- Funds reported $691M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2025, up 3.8% quarter-over-quarter.
- 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2025 and 12 closed out, a net change of +12 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2025 was LPL Financial, an estimated $9.78M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2025 was Howard Bailey Securities, an estimated $9.63M sold.
Based on aggregated 13F filings for Q4 2025.