WisdomTree Earnings 500 Fund shares owned by Essential Planning
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Essential Planning
from 13F filings
Historical chart of Essential 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 Essential Planning 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 Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 11k | 68.94 |
| 2025-06-30 | $699k | 11k | 64.01 |
| 2025-03-31 | $647k | 11k | 59.28 |
| 2024-12-31 | $46M | 741k | 61.77 |
| 2024-09-30 | $718k | 12k | 60.04 |
| 2024-06-30 | $717k | 13k | 56.88 |
| 2024-03-31 | $698k | 14k | 50.11 |
| 2023-09-30 | $651k | 14k | 45.75 |
| 2023-06-30 | $739k | 16k | 46.71 |
| 2023-03-31 | $706k | 16k | 43.72 |
| 2022-12-31 | $908k | 24k | 38.19 |