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WisdomTree Earnings 500 Fund shares owned by Meramec Financial Planners

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Meramec Financial Planners from 13F filings

Historical chart of Meramec Financial Planners investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Meramec Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 390 74.12

More positions owned by Meramec Financial Planners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares U S Etf Tr Short Duration B (NEAR)

View all positions for Meramec Financial Planners

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