WisdomTree Yield Enhanced US ETF (AGGY): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 173

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$43.48

+0.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of AGGY (all 13F filers)

Bank of America4.0 MBank or trading desk+1.7 M
LPL Financial1.5 MWealth adviser−28 K
Mercer Global Advisors1.3 MWealth adviser+76 K
Savant Capital1.1 MWealth adviser+551 K
Prime Capital Investment Advisors779 KType not verified+103 K
Prestige Wealth Management Group675 KWealth adviser−11 K
UBS Group630 KBank or trading desk+45 K
HighTower Advisors572 KWealth adviser−55 K
WealthPlan Investment Management488 KType not verified−20 K
Morgan Stanley417 KBank or trading desk+152 K

Filer	Type
Bank of America	Bank or trading desk	4.0 M	+1.7 M	$176M
LPL Financial	Wealth adviser	1.5 M	−28 K	$64.2M
Mercer Global Advisors	Wealth adviser	1.3 M	+76 K	$58.0M
Savant Capital	Wealth adviser	1.1 M	+551 K	$49.5M
Prime Capital Investment Advisors	Type not verified	779 K	+103 K	$33.9M
Prestige Wealth Management Group	Wealth adviser	675 K	−11 K	$29.3M
UBS Group	Bank or trading desk	630 K	+45 K	$27.4M
HighTower Advisors	Wealth adviser	572 K	−55 K	$24.9M
WealthPlan Investment Management	Type not verified	488 K	−20 K	$21.2M
Morgan Stanley	Bank or trading desk	417 K	+152 K	$18.1M

Bank of America
Shares
4.0 M
Change
+1.7 M
See more
Type
Bank or trading desk
Value
$176M
LPL Financial
Shares
1.5 M
Change
−28 K
See more
Type
Wealth adviser
Value
$64.2M
Mercer Global Advisors
Shares
1.3 M
Change
+76 K
See more
Type
Wealth adviser
Value
$58.0M
Savant Capital
Shares
1.1 M
Change
+551 K
See more
Type
Wealth adviser
Value
$49.5M
Prime Capital Investment Advisors
Shares
779 K
Change
+103 K
See more
Type
Type not verified
Value
$33.9M
Prestige Wealth Management Group
Shares
675 K
Change
−11 K
See more
Type
Wealth adviser
Value
$29.3M
UBS Group
Shares
630 K
Change
+45 K
See more
Type
Bank or trading desk
Value
$27.4M
HighTower Advisors
Shares
572 K
Change
−55 K
See more
Type
Wealth adviser
Value
$24.9M
WealthPlan Investment Management
Shares
488 K
Change
−20 K
See more
Type
Type not verified
Value
$21.2M
Morgan Stanley
Shares
417 K
Change
+152 K
See more
Type
Bank or trading desk
Value
$18.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗