Sun Financial Inc
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2067342
MIDVALE, UT
Position in AGGY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$408,625
-$84,967 QoQ
Shares Held
9,398
-17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#39
of 53 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,625 | 9,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $493,592 | 11,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $658,283 | 14,944 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||