Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q2 2026 (June 30)174holders +9
20new positions
13sold out
1famous investor
$43.47avg. 13F price*
At the end of Q2 2026, 174 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, up 9 from Q1 2026. 20 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($175.9M), LPL Financial LLC ($64.2M) and Mercer Global Advisors Inc. ($58.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Yield Enhanced US
- CUSIP
- 97717X511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $20.5M |
| Exits | 13 | $6.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,407,391 shares bought and 1,058,814 shares sold, net +2,348,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Bank of America Corp. | 0.01% | Add +69.9% | 4,044,512 | $175.9M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 1,475,433 | $64.2M |
| Mercer Global Advisors Inc. | 0.07% | Add +6.1% | 1,334,752 | $58.0M |
| Savant Capital, LLC | 0.15% | Add +93.7% | 1,138,628 | $49.5M |
| Prime Capital Investment Advisors, LLC | 0.33% | Add +15.3% | 779,212 | $33.9M |
| Prestige Wealth Management Group LLC | 5.33% | Reduce -1.6% | 674,986 | $29.3M |
| UBS Group AG | 0.00% | Add +7.7% | 629,921 | $27.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.8% | 571,723 | $24.9M |
| WealthPlan Investment Management, LLC | 1.05% | Reduce -3.9% | 487,680 | $21.2M |
| Morgan Stanley | 0.00% | Add +57.7% | 416,811 | $18.1M |
| Raymond James Financial Inc. | 0.00% | Add +32.3% | 374,726 | $16.3M |
| First Foundation Advisors | 0.52% | Add +2.9% | 329,835 | $14.3M |
| Grey Ledge Advisors, LLC | 2.42% | Add +6.8% | 282,749 | $12.0M |
| Citizens Financial Group Inc. | 0.14% | Add +1.6% | 271,805 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +3.9% | 268,095 | $11.7M |
| Smartleaf Asset Management LLC | 0.36% | No change | 251,297 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 246,679 | $10.7M |
| Fiduciary Financial Advisors | 0.99% | New | 224,614 | $9.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 207,623 | $9.0M |
| Atria Investments, Inc | 0.09% | Reduce -24.0% | 200,155 | $8.7M |
| Broussard Financial Group LLC | 6.26% | Reduce -2.1% | 179,767 | $7.8M |
| Vestmark Advisory Solutions, Inc. | 0.06% | No change | 158,989 | $6.9M |
| RFG Advisory, LLC | 0.10% | Add +1.6% | 154,207 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -67.1% | 142,257 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +4.4% | 141,479 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +65.5% | 136,717 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 123,312 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 118,986 | $5.2M |
| Lanark Financial, Inc. | 0.33% | Add +6.3% | 113,538 | $4.9M |
| Oxinas Partners, LLC | 1.93% | Add +1.5% | 112,861 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 107,327 | $4.7M |
| Optima Capital LLC | 1.78% | Add +2.7% | 103,998 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +2.0% | 82,217 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +48.1% | 80,302 | $3.5M |
| Freedom Investment Management, Inc. | 0.90% | Add +0.9% | 74,496 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 73,837 | $3.2M |
| Sharper & Granite LLC | 0.96% | Add +5.7% | 71,391 | $3.1M |
| WealthPoint Financial, LLC | 2.15% | Add +0.2% | 67,808 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -32.6% | 66,743 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -49.1% | 65,630 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.26% | Add +0.1% | 63,927 | $2.8M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -13.3% | 62,597 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 59,220 | $2.6M |
| Harbour Investments, Inc. | 0.03% | Add +2.0% | 57,002 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +63.2% | 55,158 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +0.5% | 51,718 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +8.0% | 50,703 | $2.2M |
| Heck Capital Advisors, LLC | 0.12% | New | 48,109 | $2.1M |
| Golden State Wealth Management, LLC | 0.17% | Add +5.3% | 43,792 | $1.9M |
| Trilogy Capital Inc. | 0.07% | Add +2.8% | 43,232 | $1.9M |
| JT Stratford LLC | 0.20% | Add +12.4% | 42,730 | $1.9M |
| Betterment LLC | 0.00% | Add +5.5% | 35,708 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -25.2% | 35,680 | $1.6M |
| W.H. Cornerstone Investments Inc. | 0.76% | New | 31,017 | $1.3M |
| WealthPLAN Partners, LLC | 0.26% | Add +68.9% | 30,997 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +48.2% | 29,466 | $1.3M |
| Corient Private Wealth LP | 0.00% | New | 29,137 | $1.3M |
| Integrity Alliance, Llc. | 0.04% | Add +13.6% | 28,863 | $1.3M |
| James Investment Research, Inc. | 0.12% | Add +21.7% | 28,203 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +49.7% | 28,195 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -3.7% | 27,661 | $1.2M |
| Empirical Asset Management, LLC | 0.26% | Add +5.9% | 26,589 | $1.2M |
| Bison Wealth, LLC | 0.10% | Reduce -9.0% | 25,506 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 25,018 | $1.1M |
| David Kennon Inc | 0.35% | Reduce -4.6% | 24,427 | $1.1M |
| Win Advisors, Inc. | 0.37% | Add +2.6% | 23,903 | $1.0M |
| Winch Advisory Services, LLC | 0.20% | Add +11.8% | 22,542 | $980K |
| Symphony Financial, Ltd. Co. | 0.10% | Reduce -17.7% | 21,555 | $942K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -51.7% | 21,061 | $916K |
| Webster Bank, N. A. | 0.08% | No change | 20,628 | $897K |
| Goldstone Financial Group, LLC | 0.08% | Add +1.4% | 19,900 | $865K |
| Howard Bailey Securities, LLC | 0.32% | Reduce -15.9% | 19,587 | $852K |
| Park Avenue Securities LLC | 0.01% | Add +8.2% | 18,534 | $806K |
| Diversify Advisory Services, LLC | 0.01% | New | 18,326 | $786K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.3% | 18,326 | $786K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -25.4% | 17,536 | $762K |
| Jane Street Group, LLC | 0.00% | Reduce -74.7% | 17,225 | $749K |
| Creative Planning | 0.00% | Reduce -0.5% | 17,025 | $740K |
| Trinity Wealth Management, LLC | 0.23% | Reduce -7.2% | 16,552 | $720K |
| Beacon Financial Group | 0.06% | Add +6.1% | 15,784 | $686K |
| Summit Financial, LLC | 0.01% | Reduce -5.6% | 15,329 | $667K |
| Citadel Advisors | 0.00% | Reduce -78.2% | 15,219 | $662K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -3.0% | 14,727 | $640K |
| Pinnacle Financial Group, LLC / IL | 0.15% | Add +1.9% | 14,317 | $623K |
| Farther Finance Advisors, LLC | 0.00% | Add +40.5% | 13,926 | $605K |
| Barnes Wealth Management Group, Inc | 0.28% | Reduce -30.5% | 13,878 | $603K |
| Global Retirement Partners, LLC | 0.01% | — | 13,836 | $602K |
| McNamara Financial Services, Inc. | 0.10% | Reduce -1.1% | 13,021 | $566K |
| NewSquare Capital LLC | 0.04% | Add +1.5% | 12,945 | $563K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +1.1% | 12,925 | $562K |
| EJMK Ventures LLC | 0.25% | Reduce -29.7% | 12,592 | $548K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.4% | 12,572 | $547K |
| Worth Asset Management, LLC | 0.17% | Add +0.3% | 12,231 | $532K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +16.1% | 11,914 | $518K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -4.3% | 11,831 | $514K |
| Twin Capital Management Inc. | 0.05% | New | 11,536 | $502K |
| Hopwood Nicholas Hunter | 0.13% | Add +11.4% | 11,259 | $490K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.1% | 11,090 | $482K |
| Arkadios Wealth Advisors | 0.01% | Add +3.7% | 11,034 | $480K |
| Lionshead Wealth Management, LLC | 0.30% | Reduce -0.8% | 10,753 | $468K |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.