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WisdomTree Earnings 500 Fund shares owned by Sontag Advisory

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 18k 77.79

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding WisdomTree Earnings 500 Fund

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

View all funds holding WisdomTree Earnings 500 Fund