WISDOMTREE YIELD ENHANCED US (AGGY) Institutional Shareholders
WISDOMTREE YIELD ENHANCED US (AGGY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $813.49M in AGGY holdings during the latest filing period.
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 $170.40M, representing an estimated loss of -3.10% 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
163
Total Reported Value
$813.49M
Largest Holder
Bank Of America Corp
Largest Position
$175.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $170,395,291 | -$5,460,087 | -3.10% | |
| Lpl Financial Llc | 0.01% | 1,475,433 | $64,151,820 | $62,159,992 | -$1,991,828 | -3.10% | |
| Mercer Global Advisors Inc | 0.07% | 1,334,752 | $58,035,011 | $56,233,102 | -$1,801,909 | -3.10% | |
| Cwm, Llc | 0.15% | 1,286,071 | $55,879,806 | $54,182,171 | -$1,697,635 | -3.04% | |
| Savant Capital, Llc | 0.15% | 1,138,628 | $49,489,893 | $47,970,398 | -$1,519,495 | -3.07% | |
| Prime Capital Investment Advisors, Llc | 0.33% | 779,212 | $33,880,117 | $32,828,202 | -$1,051,915 | -3.10% | |
| Prestige Wealth Management Group Llc | 5.33% | 674,986 | $29,348,404 | $28,437,160 | -$911,244 | -3.10% | |
| Ubs Group Ag | 0.00% | 629,921 | $27,388,965 | $26,538,572 | -$850,393 | -3.10% | |
| Wealthplan Investment Management, Llc | 1.05% | 487,680 | $21,204,330 | $20,545,958 | -$658,372 | -3.10% | |
| Morgan Stanley | 0.00% | 416,811 | $18,122,951 | $17,560,247 | -$562,704 | -3.10% | |
| Raymond James Financial Inc | 0.00% | 374,726 | $16,293,092 | $15,787,206 | -$505,886 | -3.10% | |
| First Foundation Advisors | 0.52% | 329,835 | $14,341,224 | $13,895,949 | -$445,275 | -3.10% | |
| Grey Ledge Advisors, Llc | 2.42% | 282,749 | $12,048,095 | $11,912,215 | -$135,880 | -1.13% | |
| Citizens Financial Group Inc/Ri | 0.14% | 271,805 | $11,818,102 | $11,451,145 | -$366,957 | -3.11% | |
| Kestra Private Wealth Services, Llc | 0.13% | 268,095 | $11,656,751 | $11,294,842 | -$361,909 | -3.10% | |
| Smartleaf Asset Management Llc | 0.36% | 251,297 | $10,977,919 | $10,587,143 | -$390,776 | -3.56% | |
| Ameriprise Financial Inc | 0.00% | 246,679 | $10,725,619 | $10,392,586 | -$333,033 | -3.11% | |
| Action Point Financial Planning, Llc | 1.00% | 214,271 | $9,316,274 | $9,027,237 | -$289,037 | -3.10% | |
| Cetera Investment Advisers | 0.01% | 207,623 | $9,027,440 | $8,747,157 | -$280,283 | -3.10% | |
| Atria Investments, Inc | 0.09% | 200,155 | $8,702,729 | $8,432,530 | -$270,199 | -3.10% | |
| Broussard Financial Group Llc | 6.26% | 179,767 | $7,816,269 | $7,573,584 | -$242,685 | -3.10% | |
| Vestmark Advisory Solutions, Inc. | 0.06% | 158,989 | $6,912,842 | $6,698,207 | -$214,635 | -3.10% | |
| Rfg Advisory, Llc | 0.10% | 154,207 | $6,704,901 | $6,496,741 | -$208,160 | -3.10% | |
| Private Advisor Group, Llc | 0.03% | 142,257 | $6,185,316 | $5,993,287 | -$192,029 | -3.10% | |
| Stifel Financial Corp | 0.01% | 141,479 | $6,151,511 | $5,960,510 | -$191,001 | -3.10% | |
| Osaic Holdings, Inc. | 0.01% | 136,717 | $5,944,381 | $5,759,887 | -$184,494 | -3.10% | |
| Envestnet Asset Management Inc | 0.00% | 123,312 | $5,361,592 | $5,195,135 | -$166,457 | -3.10% | |
| Wells Fargo & Company/Mn | 0.00% | 118,986 | $5,173,511 | $5,012,880 | -$160,631 | -3.10% | |
| Nbc Securities, Inc. | 0.33% | 113,538 | $4,936,670 | $4,783,356 | -$153,314 | -3.11% | |
| Oxinas Partners, Llc | 1.93% | 112,861 | $4,907,201 | $4,754,834 | -$152,367 | -3.10% | |
| Jpmorgan Chase & Co | 0.00% | 107,327 | $4,688,592 | $4,521,687 | -$166,905 | -3.56% | |
| Optima Capital Llc | 1.78% | 103,998 | $4,521,834 | $4,381,436 | -$140,398 | -3.10% | |
| Captrust Financial Advisors | 0.01% | 82,217 | $3,574,795 | $3,463,802 | -$110,993 | -3.10% | |
| Mml Investors Services, Llc | 0.01% | 80,302 | $3,491,552 | $3,383,123 | -$108,429 | -3.11% | |
| Freedom Investment Management, Inc. | 0.90% | 74,496 | $3,239,080 | $3,138,516 | -$100,564 | -3.10% | |
| Goldman Sachs Group Inc | 0.00% | 73,837 | $3,210,433 | $3,110,753 | -$99,680 | -3.10% | |
| Sharper & Granite Llc | 0.96% | 71,391 | $3,104,081 | $3,007,703 | -$96,378 | -3.10% | |
| Wealthpoint Financial, Llc | 2.15% | 67,808 | $2,948,287 | $2,856,751 | -$91,536 | -3.10% | |
| Kestra Advisory Services, Llc | 0.01% | 66,743 | $2,902,002 | $2,811,883 | -$90,119 | -3.11% | |
| Mariner, Llc | 0.00% | 65,630 | $2,853,602 | $2,764,992 | -$88,610 | -3.11% | |
| American Financial & Tax Strategies Inc | 1.26% | 63,927 | $2,779,546 | $2,693,245 | -$86,301 | -3.10% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 59,220 | $2,573,109 | $2,494,939 | -$78,170 | -3.04% | |
| Harbour Investments, Inc. | 0.03% | 57,002 | $2,478,447 | $2,401,494 | -$76,953 | -3.10% | |
| Sanctuary Advisors, Llc | 0.01% | 55,158 | $2,398,280 | $2,323,807 | -$74,473 | -3.11% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 51,718 | $2,248,699 | $2,178,879 | -$69,820 | -3.10% | |
| Heck Capital Advisors, Llc | 0.12% | 48,109 | $2,091,780 | $2,026,832 | -$64,948 | -3.10% | |
| Golden State Wealth Management, Llc | 0.17% | 43,792 | $1,904,110 | $1,844,957 | -$59,153 | -3.11% | |
| Trilogy Capital Inc. | 0.07% | 43,232 | $1,879,738 | $1,821,364 | -$58,374 | -3.11% | |
| Jt Stratford Llc | 0.20% | 42,730 | $1,857,906 | $1,800,215 | -$57,691 | -3.11% | |
| Betterment Llc | 0.00% | 35,708 | $1,553,000 | $1,504,378 | -$48,622 | -3.13% |
Frequently asked questions about AGGY
Who owns the most AGGY stock?
The largest holders of AGGY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE YIELD ENHANCED US (AGGY).
Is AGGY widely held by superinvestors?
Many widely followed stocks like AGGY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AGGY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.