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WisdomTree Yield Enhanced US Aggt Bd ETF AGGY

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis AGGY

Will AGGY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGGY’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AGGY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AGGY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Drums up yield with credit risk.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

WisdomTree Yield Enhanced U.S. Aggregate Bond ETF prioritizes yield, a strategy that brings risk and sometimes handsome rewards. Constraints hold the fund closer to the broad market but can force it to buy high and sell low, resulting in a Morningstar Analyst Rating of Neutral.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings AGGY

More AGGY Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2554
  • Other Holdings 2
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citi Tri Party Repo Wisdom Tree

2.28
20,360,000
Cash and Equivalents

Federal National Mortgage Association 2%

0.91
8,171,045
Securitized

Tennessee Valley Authority 5.25%

0.90
8,008,807
Government

Federal Home Loan Banks 5.5%

0.82
7,366,633
Government

Tennessee Valley Authority 5.88%

0.77
6,869,286
Government

Federal National Mortgage Association 1.5%

0.56
5,042,881
Securitized

Federal National Mortgage Association 5.63%

0.43
3,881,712
Government

Tennessee Valley Authority 4.63%

0.38
3,423,330
Government

Tennessee Valley Authority 5.38%

0.38
3,406,856
Government

Tennessee Valley Authority 4.25%

0.38
3,385,160
Government