WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
174 hedge funds and large institutions have $790M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
30% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 57
6% more capital invested
Capital invested by funds: $743M → $790M (+$47.6M)
5% more funds holding
Funds holding: 165 → 174 (+9)
1.19% less ownership
Funds ownership: 84.21% → 83.03% (-1.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$72.5M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$24M |
| 3 |
APFP
Action Point Financial Planning
Grand Rapids,
Michigan
|
+$9.78M |
| 4 |
Morgan Stanley
New York
|
+$6.64M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$12.6M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$4.29M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$2.92M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$2.76M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.76M |
AGGY Hedge Fund Activity: Q2 2026 in Review
174 of the 8,298 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2026, worth a combined $790M — up 6.4% from $743M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AGGY positions and 13 closed out — a net gain of 10 holders — while 74 added to existing stakes and 57 trimmed.
The largest buyer was Bank of America, adding an estimated $72.5M. The largest seller was Private Advisor Group, cutting an estimated $12.6M.
- 174 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2026, up from 165 in Q1 2026.
- Funds reported $790M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2026, up 6.4% quarter-over-quarter.
- 23 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2026 and 13 closed out, a net change of +10 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2026 was Bank of America, an estimated $72.5M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2026 was Private Advisor Group, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2026.