WisdomTree Earnings 500 Fund shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in WisdomTree Earnings 500 Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Earnings 500 Fund held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Earnings 500 Fund by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 229k | 68.94 |
| 2025-06-30 | $15M | 240k | 64.01 |
| 2025-03-31 | $13M | 221k | 59.28 |
| 2024-12-31 | $13M | 205k | 61.18 |
| 2024-09-30 | $12M | 195k | 60.04 |
| 2024-06-30 | $15M | 262k | 56.88 |
| 2024-03-31 | $17M | 301k | 55.40 |
| 2023-12-31 | $16M | 319k | 50.12 |
| 2023-09-30 | $11M | 229k | 45.75 |
| 2023-06-30 | $11M | 227k | 46.71 |
| 2023-03-31 | $9.3M | 213k | 43.72 |
| 2022-12-31 | $9.0M | 217k | 41.58 |
| 2022-09-30 | $4.8M | 126k | 38.39 |
| 2022-06-30 | $5.0M | 124k | 40.80 |
| 2022-03-31 | $5.9M | 121k | 48.36 |
| 2021-12-31 | $8.8M | 174k | 50.36 |
| 2021-09-30 | $5.5M | 120k | 45.99 |
| 2021-06-30 | $5.3M | 115k | 46.21 |
| 2021-03-31 | $2.7M | 63k | 43.36 |
| 2020-12-31 | $3.8M | 97k | 39.83 |
| 2020-09-30 | $7.6M | 216k | 35.39 |