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WisdomTree Earnings 500 Fund shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-12-31 $672k 9.5k 70.86

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pgim Etf Tr Aaa Clo Etf (PAAA)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Feltz Wealth PLAN

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
LPL Financial
Lido Advisors
Garrett Wealth Advisory Group
Private Advisor
Cetera Investment Advisers
Team Financial Group
CWM
Financial Gravity Wealth
Ieq Capital
Integrity Alliance
Kestra Advisory Services
WealthPlan Investment Management
Systelligence
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund