WisdomTree Earnings 500 Fund shares owned by Betterment
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in WisdomTree Earnings 500 Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Earnings 500 Fund held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Earnings 500 Fund by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 51k | 68.94 |
| 2025-06-30 | $3.4M | 53k | 64.01 |
| 2025-03-31 | $3.0M | 51k | 59.28 |
| 2024-12-31 | $3.0M | 49k | 61.18 |
| 2024-09-30 | $3.2M | 54k | 60.04 |
| 2024-06-30 | $1.5M | 26k | 56.88 |
| 2024-03-31 | $1.4M | 26k | 55.39 |
| 2023-12-31 | $1.3M | 26k | 50.11 |
| 2023-09-30 | $1.3M | 28k | 45.76 |
| 2023-06-30 | $1.3M | 28k | 46.70 |
| 2023-03-31 | $1.3M | 30k | 43.71 |
| 2022-12-31 | $1.2M | 29k | 41.57 |
| 2022-09-30 | $1.1M | 27k | 40.79 |
| 2022-06-30 | $1.1M | 27k | 40.79 |
| 2022-03-31 | $1.0M | 22k | 48.35 |
| 2021-12-31 | $567k | 11k | 50.36 |