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WisdomTree Earnings 500 Fund shares owned by 55i

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by 55i from 13F filings

Historical chart of 55i investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.9M 50k 38.40
2022-06-30 $1.5M 37k 40.80
2022-03-31 $754k 16k 48.38

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
Private Wealth Strategies
LPL Financial
Private Advisor
Morgan Stanley
Garrett Wealth Advisory Group
Team Financial Group
Cetera Investment Advisers
Ieq Capital
Financial Gravity Wealth
Financial Gravity Companies
Bank of America Corporation
Kestra Advisory Services
Kovitz Investment Group Partners
Jpmorgan Chase & Co

View all funds holding WisdomTree Earnings 500 Fund