WisdomTree Celebrates 10th Anniversary of the Yield Enhanced US Aggregate Bond Fund (AGGY)

A decade of performance underscores investor demand for smarter, yield-enhanced fixed income solutions

NEW YORK--(BUSINESS WIRE)-- WisdomTree, Inc. (NYSE: WT), a global financial innovator, today celebrates the 10th anniversary of the launch of the Yield Enhanced US Aggregate Bond Fund (AGGY). Launched on the New York Stock Exchange (NYSE) on July 9, 2015, with a 0.12% expense ratio, AGGY has established itself as a cornerstone fixed income solution for investors.

AGGY employs a rules-based methodology to strategically reweight the subcomponents of the Bloomberg U.S. Aggregate Enhanced Yield Index, aiming to enhance yield while preserving a risk profile comparable to the broader market. Since its inception, AGGY has grown to $788.1 million in assets under management (AUM), demonstrating strong investor confidence in its disciplined, income-focused strategy. As AGGY marks its 10th anniversary, WisdomTree celebrates over a decade of innovation and performance in fixed income investing. This milestone not only highlights AGGY’s track record of delivering consistent value, but also reaffirms its role as a foundational building block for income-seeking portfolios in today’s evolving market landscape.

"We view AGGY’s 10-year milestone as evidence of the enduring demand for innovative, yield-oriented, fixed income solutions that deliver steady cash flow without compromising risk," said Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree. "From the outset, our mission has been to help investors optimize yield through a transparent, rules-based strategy, and we believe AGGY continues to deliver consistent value in line with that commitment."

To commemorate the anniversary, WisdomTree participated in the closing bell-ringing ceremony at the NYSE on Monday, July 7, 2025.

Learn more about the 10-year anniversary of AGGY here.

Important Risk Information

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.

About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our blockchain-native digital wallet, WisdomTree Prime^® and institutional platform, WisdomTree Connect™.*

* The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.

WisdomTree currently has approximately $126.8 billion in assets under management globally, as of July 8, 2025.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree^® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE PRIME:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through the WisdomTree Prime app and WisdomTree Connect are not endorsed, indemnified or guaranteed by any regulatory agency.

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Media Relations

WisdomTree, Inc.

Jessica Zaloom

+1.917.267.3735

jzaloom@wisdomtree.com

Natasha Ramsammy

+1.917.267.3798

nramsammy@wisdomtree.com / wisdomtree@fullyvested.com

Source: WisdomTree, Inc.