AGGY Institutional Ownership & Shareholders
WISDOMTREE YIELD ENHANCED US (AGGY) is currently held by 157 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $778.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of AGGY tracked by InsiderSet, reporting ownership valued at approximately $175.86M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $169.51M, representing an estimated loss of -3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed AGGY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in WISDOMTREE YIELD ENHANCED US (AGGY).
This page ranks the largest institutional AGGY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
157
Total Reported Value
$778.23M
Largest Holder
Bank Of America Corp
Largest Position
$175.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 4,044,512 | $175,855,378 | $169,505,498 | -$6,349,880 | -3.61% | |
| Lpl Financial Llc | 0.01% | 1,475,433 | $64,151,820 | $61,835,397 | -$2,316,423 | -3.61% | |
| Mercer Global Advisors Inc | 0.07% | 1,334,752 | $58,035,011 | $55,939,456 | -$2,095,555 | -3.61% | |
| Cwm, Llc | 0.15% | 1,286,071 | $55,879,806 | $53,899,236 | -$1,980,570 | -3.54% | |
| Savant Capital, Llc | 0.15% | 1,138,628 | $49,489,893 | $47,719,899 | -$1,769,994 | -3.58% | |
| Prestige Wealth Management Group Llc | 5.33% | 674,986 | $29,348,404 | $28,288,663 | -$1,059,741 | -3.61% | |
| Ubs Group Ag | 0.00% | 629,921 | $27,388,965 | $26,399,989 | -$988,976 | -3.61% | |
| Wealthplan Investment Management, Llc | 1.07% | 537,009 | $22,114,025 | $22,506,047 | +$392,022 | +1.77% | |
| Morgan Stanley | 0.00% | 416,811 | $18,122,951 | $17,468,549 | -$654,402 | -3.61% | |
| Raymond James Financial Inc | 0.00% | 374,726 | $16,293,092 | $15,704,767 | -$588,325 | -3.61% | |
| First Foundation Advisors | 0.52% | 329,835 | $14,341,224 | $13,823,385 | -$517,839 | -3.61% | |
| Kestra Private Wealth Services, Llc | 0.14% | 311,268 | $12,818,031 | $13,045,242 | +$227,211 | +1.77% | |
| Grey Ledge Advisors, Llc | 2.39% | 292,295 | $11,804,187 | $12,250,083 | +$445,896 | +3.78% | |
| Smartleaf Asset Management Llc | 0.36% | 251,297 | $10,977,919 | $10,531,857 | -$446,062 | -4.06% | |
| Ameriprise Financial Inc | 0.00% | 246,679 | $10,725,619 | $10,338,317 | -$387,302 | -3.61% | |
| Action Point Financial Planning, Llc | 1.00% | 214,271 | $9,316,274 | $8,980,098 | -$336,176 | -3.61% | |
| Cetera Investment Advisers | 0.01% | 207,623 | $9,027,440 | $8,701,480 | -$325,960 | -3.61% | |
| Atria Investments, Inc | 0.08% | 208,892 | $8,602,189 | $8,754,664 | +$152,475 | +1.77% | |
| Broussard Financial Group Llc | 6.13% | 201,451 | $8,295,752 | $8,442,811 | +$147,059 | +1.77% | |
| Beacon Financial Group | 0.66% | 178,621 | $7,355,615 | $7,486,006 | +$130,391 | +1.77% | |
| Rfg Advisory, Llc | 0.10% | 173,711 | $7,153,401 | $7,280,228 | +$126,827 | +1.77% | |
| Vestmark Advisory Solutions, Inc. | 0.06% | 158,989 | $6,912,842 | $6,663,229 | -$249,613 | -3.61% | |
| Private Advisor Group, Llc | 0.03% | 142,257 | $6,185,316 | $5,961,991 | -$223,325 | -3.61% | |
| Stifel Financial Corp | 0.01% | 141,479 | $6,151,511 | $5,929,385 | -$222,126 | -3.61% | |
| Osaic Holdings, Inc. | 0.01% | 136,717 | $5,944,381 | $5,729,809 | -$214,572 | -3.61% | |
| Envestnet Asset Management Inc | 0.00% | 123,312 | $5,361,592 | $5,168,006 | -$193,586 | -3.61% | |
| Optima Capital Llc | 2.09% | 128,149 | $5,277,172 | $5,370,725 | +$93,553 | +1.77% | |
| Wells Fargo & Company/Mn | 0.00% | 118,986 | $5,173,511 | $4,986,703 | -$186,808 | -3.61% | |
| Oxinas Partners, Llc | 1.93% | 112,861 | $4,907,201 | $4,730,005 | -$177,196 | -3.61% | |
| Jpmorgan Chase & Co | 0.00% | 107,327 | $4,688,592 | $4,498,075 | -$190,517 | -4.06% | |
| Nbc Securities, Inc. | 0.29% | 105,026 | $4,324,974 | $4,401,640 | +$76,666 | +1.77% | |
| Captrust Financial Advisors | 0.01% | 82,217 | $3,574,795 | $3,445,714 | -$129,081 | -3.61% | |
| W.H. Cornerstone Investments Inc. | 1.94% | 85,361 | $3,515,160 | $3,577,480 | +$62,320 | +1.77% | |
| Trilogy Capital Inc. | 0.14% | 85,056 | $3,502,586 | $3,564,697 | +$62,111 | +1.77% | |
| Mml Investors Services, Llc | 0.01% | 80,302 | $3,491,552 | $3,365,457 | -$126,095 | -3.61% | |
| Kestra Advisory Services, Llc | 0.01% | 83,294 | $3,430,036 | $3,490,852 | +$60,816 | +1.77% | |
| Freedom Investment Management, Inc. | 0.90% | 74,496 | $3,239,080 | $3,122,127 | -$116,953 | -3.61% | |
| Goldman Sachs Group Inc | 0.00% | 73,837 | $3,210,433 | $3,094,509 | -$115,924 | -3.61% | |
| Sharper & Granite Llc | 1.00% | 67,572 | $2,936,003 | $2,831,943 | -$104,060 | -3.54% | |
| Mariner, Llc | 0.00% | 65,630 | $2,853,602 | $2,750,553 | -$103,049 | -3.61% | |
| Ascentis Independent Advisors | 0.18% | 68,920 | $2,837,968 | $2,888,437 | +$50,469 | +1.78% | |
| Wealthpoint Financial, Llc | 2.02% | 68,745 | $2,830,931 | $2,881,103 | +$50,172 | +1.77% | |
| American Financial & Tax Strategies Inc | 1.21% | 63,627 | $2,620,160 | $2,666,608 | +$46,448 | +1.77% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 59,220 | $2,573,109 | $2,481,910 | -$91,199 | -3.54% | |
| Harbour Investments, Inc. | 0.03% | 57,002 | $2,478,447 | $2,388,954 | -$89,493 | -3.61% | |
| Sanctuary Advisors, Llc | 0.01% | 55,158 | $2,398,280 | $2,311,672 | -$86,608 | -3.61% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 51,741 | $2,130,695 | $2,168,465 | +$37,770 | +1.77% | |
| Jt Stratford Llc | 0.20% | 42,730 | $1,857,906 | $1,790,814 | -$67,092 | -3.61% | |
| Golden State Wealth Management, Llc | 0.17% | 44,146 | $1,817,980 | $1,850,159 | +$32,179 | +1.77% | |
| Wealthplan Partners, Llc | 0.32% | 42,576 | $1,753,280 | $1,784,360 | +$31,080 | +1.77% |
Frequently asked questions about AGGY
Who are the largest institutional holders of AGGY?
The largest institutional holders of AGGY reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Mercer Global Advisors Inc, Cwm, Llc, and Savant Capital, Llc. InsiderSet ranks institutional holders by their latest reported AGGY position.
What is AGGY institutional ownership?
This page tracks AGGY positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE YIELD ENHANCED US (AGGY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGGY?
InsiderSet currently tracks 157 institutional managers reporting AGGY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGGY shareholders.
How much AGGY stock do institutions own?
Institutional investment managers disclosed approximately $778.23M in AGGY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGGY institutional ownership last updated?
The latest AGGY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGGY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGGY position after the reporting date.
Are institutions buying or selling AGGY?
Institutional buying and selling can be analyzed by comparing AGGY positions across consecutive 13F reporting periods. InsiderSet's AGGY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGGY ownership changes.
How has AGGY institutional ownership changed over time?
InsiderSet tracks AGGY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.