WisdomTree Earnings 500 Fund shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 100k | 68.94 |
| 2025-06-30 | $6.3M | 98k | 64.01 |
| 2025-03-31 | $5.7M | 96k | 59.28 |
| 2024-12-31 | $5.6M | 91k | 61.18 |
| 2024-09-30 | $5.4M | 90k | 60.04 |
| 2024-06-30 | $5.1M | 89k | 56.88 |
| 2024-03-31 | $4.9M | 89k | 55.40 |
| 2023-12-31 | $4.3M | 87k | 50.12 |
| 2023-09-30 | $3.9M | 85k | 45.75 |
| 2023-06-30 | $4.0M | 85k | 46.71 |
| 2023-03-31 | $3.8M | 87k | 43.72 |
| 2022-12-31 | $3.8M | 91k | 41.58 |
| 2022-09-30 | $3.6M | 93k | 38.39 |
| 2022-06-30 | $3.8M | 92k | 40.80 |
| 2022-03-31 | $4.3M | 89k | 48.36 |
| 2021-12-31 | $4.3M | 86k | 50.36 |
| 2021-09-30 | $4.0M | 87k | 45.99 |
| 2021-06-30 | $4.0M | 86k | 46.21 |
| 2021-03-31 | $3.8M | 87k | 43.35 |
| 2020-12-31 | $3.5M | 87k | 40.16 |
| 2020-09-30 | $3.0M | 84k | 35.42 |
| 2020-06-30 | $2.9M | 88k | 33.17 |
| 2020-03-31 | $2.6M | 94k | 28.11 |
| 2019-12-31 | $3.6M | 99k | 36.69 |
| 2019-09-30 | $3.4M | 101k | 33.54 |
| 2019-06-30 | $3.1M | 93k | 32.88 |
| 2019-03-31 | $3.1M | 96k | 31.79 |
| 2018-12-31 | $2.8M | 99k | 28.20 |
| 2018-09-30 | $3.2M | 97k | 32.66 |
| 2018-06-30 | $2.8M | 93k | 30.69 |
| 2018-03-31 | $2.4M | 78k | 30.37 |
| 2017-12-31 | $2.3M | 76k | 31.08 |
| 2017-09-30 | $2.1M | 24k | 87.03 |
| 2017-06-30 | $1.8M | 21k | 83.34 |
| 2017-03-31 | $1.5M | 18k | 81.49 |
| 2016-12-31 | $899k | 12k | 77.29 |
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