WisdomTree Earnings 500 Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $308k | 4.5k | 68.10 |
| 2025-06-30 | $219k | 3.4k | 64.00 |
| 2025-03-31 | $1.2M | 21k | 59.28 |
| 2024-12-31 | $477k | 7.8k | 61.18 |
| 2024-09-30 | $324k | 5.4k | 60.04 |
| 2024-06-30 | $247k | 4.3k | 56.88 |
| 2024-03-31 | $240k | 4.3k | 55.40 |
| 2020-12-31 | $4.4M | 110k | 40.16 |
| 2020-09-30 | $3.6M | 100k | 35.42 |
| 2020-06-30 | $2.9M | 88k | 33.17 |
| 2020-03-31 | $1.7M | 60k | 28.11 |
| 2019-12-31 | $1.2M | 33k | 36.70 |
| 2019-09-30 | $332k | 9.9k | 33.59 |
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