WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is listed on NYSE Arca, where it has traded since July 9, 2015.
- Listed On
- NYSE Arca
- Listed Since
- July 9, 2015
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 172 institutions reported holding AGGY, with 17.6 million shares worth $765.5 million in aggregate. The largest reported holder was Bank of America, with 4.0 million shares worth $175.9 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bank of America | 4,044,512 | $176M | Added 69.88% |
| Lpl Financial | 1,475,433 | $64M | Reduced 1.85% |
| Mercer Global Advisors Inc /Adv | 1,334,752 | $58M | Added 6.06% |
| Savant Capital | 1,138,628 | $49M | Added 93.71% |
| Prime Capital Investment Advisors | 779,212 | $34M | Added 15.28% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is AGGY?
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is listed on NYSE Arca, where it has traded since July 9, 2015.
Who are the largest institutional holders of AGGY?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AGGY were Bank of America, Lpl Financial and Mercer Global Advisors Inc /Adv.
How many institutions own AGGY?
172 institutions reported a position in AGGY for the quarter ended June 30, 2026, worth $765.5 million in total.
Did institutions buy or sell AGGY last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for AGGY.
Every reported institutional holder, plus insider and congressional trades in AGGY, on SentiSense.