Ownership history in US BANCORP \DE\ Β· 13 quarters on record
This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in WISDOMTREE YIELD ENHANCED (AGGY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π US BANCORP \DE\ underperformed the S&P 500 by β39.4% annually on this AGGY position. Timing score: 43% (3/7 decisions correct). Average cost basis: $43.16. Maximum drawdown during holding period: β16.8%.
β Significantly underperformed the S&P 500 by 39.4% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $40.02 (2023 Q4) Β· Worst: $44.01 (2021 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 1 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size