Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q1 2026 (March 31)165holders −5
15new positions
18sold out
1famous investor
$43.45avg. 13F price*
At the end of Q1 2026, 165 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, down 5 from Q4 2025. 15 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($103.4M), LPL Financial LLC ($65.3M) and Cwm, LLC ($55.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $44.7M |
| Exits | 18 | $8.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,102,983 shares bought and 686,911 shares sold, net +1,416,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Bank of America Corp. | 0.01% | Add +2.2% | 2,380,754 | $103.4M |
| LPL Financial LLC | 0.02% | Add +1.8% | 1,503,200 | $65.3M |
| Cwm, LLC | 0.15% | Add +3.9% | 1,286,071 | $55.9M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -4.1% | 1,258,475 | $54.7M |
| Prestige Wealth Management Group LLC | 5.85% | Add +8.1% | 686,094 | $29.8M |
| Prime Capital Investment Advisors, LLC | 0.34% | New | 675,916 | $29.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -11.7% | 627,024 | $27.2M |
| Savant Capital, LLC | 0.12% | Reduce -1.6% | 587,789 | $25.5M |
| UBS Group AG | 0.00% | Add +8.2% | 584,935 | $25.4M |
| WealthPlan Investment Management, LLC | 1.23% | Add +111.2% | 507,625 | $22.1M |
| Private Advisor Group, LLC | 0.09% | Add +4.5% | 431,859 | $18.8M |
| First Foundation Advisors | 0.56% | Add +3.4% | 320,599 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Add +10.3% | 283,335 | $12.3M |
| Citizens Financial Group Inc. | 0.16% | Add +9.3% | 267,413 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 264,791 | $11.5M |
| Grey Ledge Advisors, LLC | 2.60% | Add +2.5% | 264,850 | $11.5M |
| Morgan Stanley | 0.00% | Add +10.1% | 264,328 | $11.5M |
| Atria Investments, Inc | 0.13% | Add +0.7% | 263,486 | $11.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +10.0% | 258,041 | $11.2M |
| Smartleaf Asset Management LLC | 0.39% | Add +3.9% | 251,297 | $10.9M |
| Cetera Investment Advisers | 0.01% | Add +38.2% | 209,397 | $9.1M |
| Broussard Financial Group LLC | 6.38% | Add +7.3% | 183,633 | $8.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +7.1% | 158,989 | $6.9M |
| RFG Advisory, LLC | 0.12% | Add +3.5% | 151,712 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 135,553 | $5.9M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 129,028 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +91.3% | 119,723 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 116,039 | $5.0M |
| Oxinas Partners, LLC | 2.21% | Add +4.9% | 111,192 | $4.8M |
| Merit Financial Group, LLC | 0.03% | Reduce -18.3% | 108,032 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 107,764 | $4.7M |
| Lanark Financial, Inc. | 0.35% | Add +12.0% | 106,787 | $4.6M |
| Optima Capital LLC | 2.04% | Add +3.6% | 101,290 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +53.5% | 98,998 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +4.0% | 82,619 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +1.8% | 80,567 | $3.5M |
| Freedom Investment Management, Inc. | 0.95% | Add +14.8% | 73,841 | $3.2M |
| Main Street Financial Solutions, LLC | 0.23% | New | 72,207 | $3.1M |
| Citadel Advisors | 0.00% | Add +1220.6% | 69,873 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 68,192 | $3.0M |
| WealthPoint Financial, LLC | 2.46% | Add +10.5% | 67,644 | $2.9M |
| Sharper & Granite LLC | 1.00% | Add +42.6% | 67,572 | $2.9M |
| Ascentis Independent Advisors | 0.22% | Add +68.3% | 67,064 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.35% | Reduce -0.5% | 63,859 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 59,220 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +23.1% | 55,864 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -26.6% | 54,210 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +2.1% | 51,439 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +18.9% | 47,701 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +12.5% | 46,934 | $2.0M |
| Gateway Wealth Partners, LLC | 0.07% | Add +119.6% | 43,577 | $1.9M |
| Trilogy Capital Inc. | 0.08% | Reduce -47.4% | 42,070 | $1.8M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -22.6% | 41,581 | $1.8M |
| JT Stratford LLC | 0.21% | Add +14.5% | 38,006 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 34,393 | $1.5M |
| Betterment LLC | 0.00% | Reduce -11.5% | 33,850 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +23.2% | 33,799 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 29,804 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -6.3% | 28,728 | $1.2M |
| Bison Wealth, LLC | 0.12% | Reduce -4.1% | 28,018 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.15% | Reduce -5.5% | 26,195 | $1.1M |
| David Kennon Inc | 0.40% | No change | 25,614 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +5.5% | 25,415 | $1.1M |
| Empirical Asset Management, LLC | 0.29% | Add +38.5% | 25,105 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -88.5% | 23,508 | $1.0M |
| Win Advisors, Inc. | 0.46% | New | 23,305 | $1.0M |
| Howard Bailey Securities, LLC | 0.42% | Reduce -0.5% | 23,280 | $1.0M |
| James Investment Research, Inc. | 0.11% | Add +11.0% | 23,175 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +10.8% | 22,314 | $962K |
| Webster Bank, N. A. | 0.08% | Add +15.7% | 20,628 | $896K |
| Winch Advisory Services, LLC | 0.20% | Add +8.9% | 20,162 | $876K |
| Barnes Wealth Management Group, Inc | 0.44% | Add +0.6% | 19,967 | $868K |
| Waverly Advisors, LLC | 0.01% | Add +85.3% | 19,877 | $864K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -1.3% | 19,622 | $853K |
| Bank of New York Mellon Corp | 0.00% | Add +49.9% | 18,839 | $819K |
| WealthPLAN Partners, LLC | 0.15% | Add +20.9% | 18,349 | $797K |
| Diversify Wealth Management, LLC | 0.01% | New | 18,271 | $793K |
| EJMK Ventures LLC | 0.43% | Add +0.3% | 17,910 | $778K |
| Trinity Wealth Management, LLC | 0.28% | Add +3.6% | 17,827 | $775K |
| Park Avenue Securities LLC | 0.01% | Add +2.1% | 17,132 | $744K |
| Creative Planning | 0.00% | Add +0.1% | 17,116 | $744K |
| Summit Financial, LLC | 0.01% | Reduce -13.3% | 16,234 | $705K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.6% | 15,176 | $659K |
| Avestar Capital, LLC | 0.04% | New | 14,930 | $649K |
| Beacon Financial Group | 0.06% | Add +1.6% | 14,878 | $646K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Reduce -2.7% | 14,050 | $610K |
| McNamara Financial Services, Inc. | 0.11% | Add +3.3% | 13,160 | $572K |
| PSI Advisors, LLC | 0.13% | New | 12,808 | $557K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -1.5% | 12,783 | $555K |
| NewSquare Capital LLC | 0.05% | Add +4.8% | 12,750 | $554K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.9% | 12,525 | $544K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -10.0% | 12,363 | $537K |
| Worth Asset Management, LLC | 0.20% | Add +1.7% | 12,189 | $530K |
| Sun Financial Inc | 0.25% | Reduce -24.0% | 11,360 | $494K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,099 | $482K |
| Lionshead Wealth Management, LLC | 0.35% | Add +11.1% | 10,835 | $471K |
| Arkadios Wealth Advisors | 0.01% | Add +1.3% | 10,642 | $462K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +13.1% | 10,263 | $446K |
| Hopwood Nicholas Hunter | 0.14% | Add +8.2% | 10,104 | $439K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.3% | 9,910 | $431K |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.