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WisdomTree Earnings 500 Fund shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance investment in WisdomTree Earnings 500 Fund

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 4.1k 68.93
2025-06-30 $227k 3.5k 64.01
2025-03-31 $175k 3.0k 59.28
2024-12-31 $112k 1.8k 61.19

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Duke Energy Corp Com New (DUK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)
First Ban (FBNC)

View all positions for Founders Financial Alliance

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