WisdomTree Earnings 500 Fund shares owned by Creative Planning
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 94k | 68.94 |
| 2025-06-30 | $6.0M | 94k | 64.01 |
| 2025-03-31 | $5.6M | 94k | 59.28 |
| 2024-12-31 | $5.9M | 96k | 61.18 |
| 2024-09-30 | $5.4M | 90k | 60.04 |
| 2024-06-30 | $5.4M | 94k | 56.88 |
| 2024-03-31 | $5.2M | 94k | 55.40 |
| 2023-12-31 | $4.8M | 96k | 50.11 |
| 2023-09-30 | $5.4M | 119k | 45.75 |
| 2023-06-30 | $5.7M | 123k | 46.71 |
| 2023-03-31 | $5.6M | 128k | 43.72 |
| 2022-12-31 | $5.4M | 129k | 41.58 |
| 2022-09-30 | $5.4M | 141k | 38.39 |
| 2022-06-30 | $6.5M | 160k | 40.80 |
| 2022-03-31 | $8.1M | 167k | 48.36 |
| 2021-12-31 | $8.5M | 168k | 50.36 |
| 2021-09-30 | $7.2M | 157k | 45.99 |
| 2021-06-30 | $7.6M | 164k | 46.21 |
| 2021-03-31 | $7.4M | 171k | 43.35 |
| 2020-12-31 | $7.1M | 177k | 40.16 |
| 2020-09-30 | $7.4M | 208k | 35.42 |
| 2020-06-30 | $415k | 13k | 33.16 |
| 2020-03-31 | $386k | 14k | 28.12 |
| 2019-12-31 | $517k | 14k | 36.66 |
| 2019-09-30 | $483k | 14k | 33.51 |
| 2019-06-30 | $464k | 14k | 32.90 |
| 2019-03-31 | $448k | 14k | 31.77 |
| 2018-12-31 | $353k | 13k | 28.20 |
| 2018-09-30 | $419k | 13k | 32.64 |
| 2018-06-30 | $384k | 13k | 30.68 |
| 2018-03-31 | $380k | 13k | 30.36 |
| 2017-12-31 | $389k | 13k | 31.08 |
| 2017-09-30 | $363k | 4.2k | 87.01 |
| 2017-06-30 | $348k | 4.2k | 83.41 |
| 2017-03-31 | $340k | 4.2k | 81.50 |
| 2016-12-31 | $263k | 3.4k | 77.31 |
| 2016-09-30 | $36k | 500 | 72.00 |
| 2014-03-31 | $78k | 1.2k | 65.88 |