Beacon Investment Advisory Services »

WisdomTree Earnings 500 Fund shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Earnings 500 Fund by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $133k 2.0k 68.11

More positions owned by Beacon Investment Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
Analog Devices (ADI)

View all positions for Beacon Investment Advisory Services

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
LPL Financial
Morgan Stanley
Lido Advisors
Garrett Wealth Advisory Group
Private Advisor
Cetera Investment Advisers
WealthPlan Investment Management
Team Financial Group
CWM
Financial Gravity Wealth
Kestra Advisory Services
Ieq Capital
Integrity Alliance
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund