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WisdomTree Earnings 500 Fund shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 82k 70.86

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View all positions for Retirement Financial Solutions

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
LPL Financial
Lido Advisors
Garrett Wealth Advisory Group
Private Advisor
Cetera Investment Advisers
Team Financial Group
CWM
Financial Gravity Wealth
Ieq Capital
Integrity Alliance
Kestra Advisory Services
WealthPlan Investment Management
Systelligence
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund