13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
AGGY

WISDOMTREE YIELD ENHANCED US

183 institutions still hold WISDOMTREE YIELD ENHANCED US as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717X511·Exchange Traded Fund·183 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$636M
visible holders
Holders
183
filers reporting
Concentration
27.63%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

183 institutions reported AGGY in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 27.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$176M4.0M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$64M1.5M0.01%Q2 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$58M1.3M0.07%Q2 202604
CWM, LLC
CIK 0001535847
$56M1.3M0.15%Q1 202605
Savant Capital, LLC
CIK 0001482880
$49M1.1M0.15%Q2 202606
Prestige Wealth Management Group LLC
CIK 0001772715
$29M675K5.33%Q2 202607
UBS Group AG
CIK 0001610520
$27M630K0.00%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$25M572K0.02%Q2 202609
WealthPlan Investment Management, LLC
CIK 0001929986
$22M537K1.07%Q3 202610
MORGAN STANLEY
CIK 0000895421
$18M417K0.00%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M375K0.00%Q2 202612
FIRST FOUNDATION ADVISORS
CIK 0001086763
$14M330K0.52%Q2 202613
Grey Ledge Advisors, LLC
CIK 0001660694
$12M283K2.42%Q2 202614
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$12M268K0.13%Q2 202615
Smartleaf Asset Management LLC
CIK 0002010393
$11M251K0.36%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M247K0.00%Q2 202617
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$10M225K0.99%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$9M208K0.01%Q2 202619
Atria Investments, Inc
CIK 0001535865
$9M209K0.08%Q3 202620
Broussard Financial Group LLC
CIK 0001548136
$8M180K6.26%Q2 2026
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