Who owns WisdomTree Yield Enhanced U.S. Aggregate Bond Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AGGY from SEC Form 13F filings across 173 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 173 institutions disclosed 18.2M shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund worth $790.2M — about 81.3% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
173
13F holders
$790.2M
value, 2026 filers
81.3%
of shares outstanding (18.2M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AGGY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4.0M | $175.9M | 0.0% | 18.1% | +69.9% |
| 2 | LPL Financial LLC | 1.5M | $64.2M | 0.0% | 6.6% | -1.8% |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 1.3M | $58.0M | 0.1% | 6% | +6.1% |
| 4 | Savant Capital, LLC | 1.1M | $49.5M | 0.1% | 5.1% | +93.7% |
| 5 | Prime Capital Investment Advisors, LLC | 779,212 | $33.9M | 0.3% | 3.5% | +15.3% |
| 6 | Prestige Wealth Management Group LLC | 674,986 | $29.3M | 5.3% | 3% | -1.6% |
| 7 | UBS Group AG | 629,921 | $27.4M | 0.0% | 2.8% | +7.7% |
| 8 | HighTower Advisors, LLC | 571,723 | $24.9M | 0.0% | 2.6% | -8.8% |
| 9 | WealthPlan Investment Management, LLC | 487,680 | $21.2M | 1.1% | 2.2% | -3.9% |
| 10 | MORGAN STANLEY | 416,811 | $18.1M | 0.0% | 1.9% | +57.7% |
| 11 | RAYMOND JAMES FINANCIAL INC | 374,726 | $16.3M | 0.0% | 1.7% | +32.3% |
| 12 | FIRST FOUNDATION ADVISORS | 329,835 | $14.3M | 0.5% | 1.5% | +2.9% |
| 13 | Grey Ledge Advisors, LLC | 282,749 | $12.0M | 2.4% | 1.3% | +6.8% |
| 14 | CITIZENS FINANCIAL GROUP INC/RI | 271,805 | $11.8M | 0.1% | 1.2% | +1.6% |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 268,095 | $11.7M | 0.1% | 1.2% | +3.9% |
| 16 | Smartleaf Asset Management LLC | 251,297 | $11.0M | 0.4% | 1.1% | 0.0% |
| 17 | AMERIPRISE FINANCIAL INC | 246,679 | $10.7M | 0.0% | 1.1% | -6.8% |
| 18 | FIDUCIARY FINANCIAL ADVISORSNEW | 224,614 | $9.8M | 1.0% | 1% | new |
| 19 | Cetera Investment Advisers | 207,623 | $9.0M | 0.0% | 0.9% | -0.8% |
| 20 | Atria Investments, Inc | 200,155 | $8.7M | 0.1% | 0.9% | -24.0% |
| 21 | Broussard Financial Group LLC | 179,767 | $7.8M | 6.3% | 0.8% | -2.1% |
| 22 | Vestmark Advisory Solutions, Inc. | 158,989 | $6.9M | 0.1% | 0.7% | 0.0% |
| 23 | RFG Advisory, LLC | 154,207 | $6.7M | 0.1% | 0.7% | +1.6% |
| 24 | Private Advisor Group, LLC | 142,257 | $6.2M | 0.0% | 0.6% | -67.1% |
| 25 | STIFEL FINANCIAL CORP | 141,479 | $6.2M | 0.0% | 0.6% | +4.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.