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WisdomTree Earnings 500 Fund shares owned by BFC Planning

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

Historical chart of BFC Planning investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.2M 80k 77.79
2026-03-31 $5.3M 77k 68.11
2025-12-31 $5.4M 76k 70.86

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
LPL Financial
Garrett Wealth Advisory Group
Cetera Investment Advisers
Private Advisor
Integrity Alliance
WealthPlan Investment Management
Team Financial Group
Kestra Advisory Services
Financial Gravity Companies
Ieq Capital
Flagship Wealth Advisors
Northwestern Mutual Wealth Management Company
Stenger Family Office
Bank of America Corporation

View all funds holding WisdomTree Earnings 500 Fund