Who owns AGGY?
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · WisdomTree
174 institutions reported holding AGGY, worth $790.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGGY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $175.9M | 4,044,512 | +1,663,758 shares |
| LPL Financial LLC | Fort Mill, SC | $64.2M | 1,475,433 | −27,767 shares |
| Mercer Global Advisors Inc. | Denver, CO | $58.0M | 1,334,752 | +76,277 shares |
| Savant Capital, LLC | Rockford, IL | $49.5M | 1,138,628 | +550,839 shares |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $33.9M | 779,212 | +103,296 shares |
| Prestige Wealth Management Group LLC | Flemington, NJ | $29.3M | 674,986 | −11,108 shares |
| UBS Group AG | Zurich, Switzerland | $27.4M | 629,921 | +44,986 shares |
| HighTower Advisors, LLC | Chicago, IL | $24.9M | 571,723 | −55,301 shares |
| WealthPlan Investment Management, LLC | Omaha, NE | $21.2M | 487,680 | −19,945 shares |
| Morgan Stanley | New York, NY | $18.1M | 416,811 | +152,483 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGGY?
174 institutional managers reported holding AGGY in Form 13F filings for June 30, 2026, worth $790.3M in total. The largest reported position was held by Bank of America Corp., at $175.9M.
Did institutions buy or sell AGGY last quarter?
Reported 13F value rose 15.8% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGGY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.