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WisdomTree Earnings 500 Fund shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Independent Advisor 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $275k 4.0k 68.11
2024-12-31 $308k 5.0k 61.18
2019-12-31 $585k 16k 36.96

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor 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
WealthPlan Investment Management
Team Financial Group
CWM
Financial Gravity Wealth
Kestra Advisory Services
Ieq Capital
Integrity Alliance
Northwestern Mutual Wealth Management Company

View all funds holding WisdomTree Earnings 500 Fund