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WisdomTree Equity Income Fund shares owned by Compass Capital Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Compass Capital Management from 13F filings

Historical chart of Compass Capital Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Compass Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Compass Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $328k 3.0k 109.22

More positions owned by Compass Capital Management

Merck & Co (MRK)
Amphenol Corp Cl A (APH)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Intercontinental Exchange (ICE)
Johnson & Johnson (JNJ)
Fastenal Company (FAST)
Alphabet Cap Stk Cl A (GOOGL)
Linde SHS (LIN)
Motorola Solutions Com New (MSI)
Expeditors International of Washington (EXPD)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
S&p Global (SPGI)

View all positions for Compass Capital Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Kestra Advisory Services
Mb, Levis & Associates
Colony
Envestnet Asset Management
Ameriprise Financial
Raymond James Financial
UBS Group
Stonebridge Wealth Management

View all funds holding WisdomTree Equity Income Fund