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WisdomTree Earnings 500 Fund shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in WisdomTree Earnings 500 Fund

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All positions including WisdomTree Earnings 500 Fund held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $65k 939 68.94
2025-06-30 $60k 939 64.01
2025-03-31 $56k 939 59.28

More positions owned by Bartlett & Co. Wealth Management

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Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
Berkshire Hathaway (BRK.B)
Amazon (AMZN)
MasterCard Incorporated (MA)
Procter & Gamble Company (PG)
TJX Companies (TJX)
Abbott Laboratories (ABT)
Costco Wholesale Corporation (COST)
Lowe's Companies (LOW)
iShares Core MSCI EAFE ETF Ex Trd Eq Fd (IEFA)

View all positions for Bartlett & Co. Wealth Management

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