Kovitz Investment Group Partners »

WisdomTree Earnings 500 Fund shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Earnings 500 Fund by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 140k 68.94
2025-06-30 $8.9M 140k 63.99
2025-03-31 $8.3M 139k 59.28
2024-12-31 $8.6M 140k 61.18
2024-09-30 $8.4M 140k 60.04