WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
165 hedge funds and large institutions have $743M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 42 reducing their positions, and 17 closing their positions.
112% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 42
7% more capital invested
Capital invested by funds: $691M → $743M (+$51.3M)
0.63% less ownership
Funds ownership: 84.84% → 84.21% (-0.63%)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
3% less funds holding
Funds holding: 170 → 165 (-5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$29.8M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$11.8M |
| 3 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$3.18M |
| 4 |
Jane Street
New York
|
+$3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$7.99M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.64M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.36M |
| 4 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$2.35M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$1.67M |
AGGY Hedge Fund Activity: Q1 2026 in Review
165 of the 8,184 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2026, worth a combined $743M — up 7.4% from $691M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of AGGY and 16 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 89 added.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $29.8M. The largest seller was Insight Advisors, cutting an estimated $7.99M.
- 165 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2026, down from 170 in Q4 2025.
- Funds reported $743M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2026, up 7.4% quarter-over-quarter.
- 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2026 and 17 closed out, a net change of -1 holder.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2026 was Prime Capital Investment Advisors, an estimated $29.8M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2026 was Insight Advisors, an estimated $7.99M sold.
Based on aggregated 13F filings for Q1 2026.