13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
AGGY

WISDOMTREE YIELD ENHANCED US

177 institutions still hold WISDOMTREE YIELD ENHANCED US as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717X511·Exchange Traded Fund·177 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.4%
vs prior quarter
13F value held
$563M
66.0% inst. owned
of float
Holders
177
+66 QoQ
filers reporting
Activity
+36 / −29
+840 added · −810 reduced
this quarter
Concentration
18.36%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

177 institutions reported AGGY in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.4% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$103M2.4M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$65M1.5M0.02%Q1 202603
CWM, LLC
CIK 0001535847
$56M1.3M0.15%Q1 202604
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$55M1.3M0.08%Q1 202605
Prestige Wealth Management Group LLC
CIK 0001772715
$30M686K5.85%Q1 202606
Prime Capital Investment Advisors, LLC
CIK 0001731446
$29M676K0.34%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$27M627K0.03%Q1 202608
Savant Capital, LLC
CIK 0001482880
$26M588K0.12%Q1 202609
UBS Group AG
CIK 0001610520
$25M585K0.00%Q1 202610
WealthPlan Investment Management, LLC
CIK 0001929986
$22M508K1.23%Q1 202611
Private Advisor Group, LLC
CIK 0001567755
$19M432K0.09%Q1 202612
FIRST FOUNDATION ADVISORS
CIK 0001086763
$14M321K0.56%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M283K0.00%Q1 202614
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$12M267K0.16%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M265K0.00%Q1 202616
Grey Ledge Advisors, LLC
CIK 0001660694
$12M265K2.60%Q1 202617
MORGAN STANLEY
CIK 0000895421
$11M264K0.00%Q1 202618
Atria Investments, Inc
CIK 0001535865
$11M263K0.13%Q1 202619
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$11M258K0.14%Q1 202620
Smartleaf Asset Management LLC
CIK 0002010393
$11M251K0.39%Q1 2026
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