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 |
| PSI Advisors, LLC | 0.10% | Reduce -21.3% | 10,081 | $438K |
| Avestar Capital, LLC | 0.02% | Reduce -35.5% | 9,628 | $419K |
| Merit Financial Group, LLC | 0.00% | Reduce -91.1% | 9,622 | $418K |
| Larson Financial Group LLC | 0.01% | Reduce -3.0% | 9,578 | $416K |
| Sun Financial Inc | 0.19% | Reduce -17.3% | 9,398 | $401K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.3% | 8,402 | $365K |
| Advisory Solutions Group, LLC | 0.12% | — | 8,001 | $348K |
| Alterna Wealth Management, Inc. | 0.20% | No change | 7,973 | $347K |
| CVA Family Office, LLC | 0.03% | No change | 7,895 | $343K |
| Team Financial Group, LLC | 0.13% | Reduce -0.2% | 7,051 | $307K |
| Simplicity Wealth,LLC | 0.01% | Reduce -6.2% | 6,931 | $301K |
| FORM Wealth Advisors, LLC | 0.03% | Add +1.1% | 6,890 | $300K |
| United Advisor Group, LLC | 0.03% | Add +0.6% | 6,757 | $294K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +24.0% | 6,687 | $291K |
| Creative Financial Designs Inc. | 0.01% | Add +3.8% | 6,506 | $283K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.7% | 6,338 | $276K |
| Gambit Capital Management, LLC | 0.16% | New | 6,295 | $274K |
| Retireful, LLC | 0.25% | New | 6,191 | $269K |
| OMNI 360 Wealth, Inc. | 0.12% | Add +15.1% | 6,173 | $268K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +15.1% | 6,173 | $268K |
| Acorn Wealth Advisors, LLC | 0.06% | New | 6,095 | $265K |
| Town Capital LLC | 0.17% | Reduce -9.4% | 6,007 | $261K |
| HF Advisory Group, LLC | 0.08% | Add +4.8% | 5,844 | $254K |
| Centaurus Financial, Inc. | 0.01% | Add +8.4% | 5,814 | $253K |
| Meridian Financial Advisors, LLC | 0.12% | Reduce -3.3% | 5,693 | $248K |
| Western Wealth Management, LLC | 0.01% | Reduce -10.5% | 5,562 | $242K |
| REAP Financial Group, LLC | 0.04% | Reduce -29.3% | 5,468 | $238K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,216 | $227K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.5% | 5,076 | $221K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -0.2% | 4,889 | $213K |
| Redwood Investment Management, LLC | 0.02% | New | 4,715 | $205K |
| Swmg, LLC | 0.05% | Reduce -27.7% | 4,726 | $204K |
| Acorn Financial Advisory Services Inc. | 0.03% | No change | 4,634 | $201K |
| Evolution Wealth Management Inc. | 0.10% | Add +1.5% | 3,801 | $165K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 3,627 | $158K |
| Royal Bank of Canada | 0.00% | Add +12.4% | 3,304 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,944 | $128K |
| Breakwater Investment Management | 0.04% | Reduce -18.0% | 2,675 | $116K |
| Tounjian Advisory Partners, LLC | 0.05% | New | 2,623 | $114K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -17.5% | 2,355 | $102K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,057 | $89K |
| Fifth Third Bancorp | 0.00% | Add +2.2% | 1,887 | $82K |
| Covestor Ltd | 0.05% | Reduce -9.8% | 1,886 | $82K |
| Institute for Wealth Management, LLC. | 0.01% | Reduce -66.8% | 1,721 | $75K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,400 | $61K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.9% | 1,141 | $50K |
| Reyes Financial Architecture, Inc. | 0.03% | Reduce -18.3% | 1,025 | $45K |
| Geneos Wealth Management Inc. | 0.00% | New | 900 | $39K |
| Bank of Montreal | 0.00% | New | 844 | $36K |
| SHP Wealth Management | 0.00% | Add +0.4% | 692 | $30K |
| Key Financial Inc | 0.00% | No change | 573 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.5% | 528 | $23K |
| Tidemark, LLC | 0.00% | No change | 500 | $22K |
| IFP Advisors, Inc | 0.00% | No change | 491 | $21K |
| FMR LLC | 0.00% | Add +35.5% | 447 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.8% | 436 | $19K |
| Allworth Financial LP | 0.00% | No change | 332 | $14K |
| Caldwell Trust Co | 0.00% | No change | 300 | $13K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +1.4% | 219 | $10K |
| Private Trust Co. NA | 0.00% | No change | 209 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 197 | $9K |
| McDonald Partners LLC | 0.00% | New | 173 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -4.1% | 163 | $7K |
| Costello Asset Management, INC | 0.00% | Add +0.7% | 139 | $6K |
| Citigroup Inc. | 0.00% | Reduce -96.7% | 128 | $6K |
| NBT Bank, N.A. | 0.00% | No change | 100 | $4K |
| Planning Strategies Inc. | 0.00% | — | 88 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.0% | 46 | $2K |
| Vanguard Advisers Inc. | 0.00% | Add +40.0% | 21 | $905 |
| Continuum Advisory, LLC | 0.00% | New | 20 | $870 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 10 | $434 |
| Rockefeller Capital Management L.P. | 0.00% | New | 4 | $175 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3 | $130 |
| Hantz Financial Services, Inc. | 0.00% | No change | 9 | $0 |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.