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WisdomTree Earnings 500 Fund shares owned by CWM

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

Historical chart of CWM investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 207 67.63
2023-12-31 $11k 219 50.23
2022-09-30 $16k 413 38.74
2022-06-30 $50k 1.2k 40.98
2019-03-31 $298k 9.4k 31.81
2018-12-31 $264k 9.4k 28.18

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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
Team Financial Group
Financial Gravity Companies
Ieq Capital
Financial Gravity Wealth
Systelligence
Integrity Alliance
Kestra Advisory Services
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund