WisdomTree Earnings 500 Fund shares owned by Stifel Financial
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in WisdomTree Earnings 500 Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Earnings 500 Fund held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Earnings 500 Fund by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $856k | 12k | 68.94 |
| 2025-06-30 | $774k | 12k | 64.01 |
| 2025-03-31 | $723k | 12k | 59.28 |
| 2024-12-31 | $748k | 12k | 61.18 |
| 2024-09-30 | $739k | 12k | 60.04 |
| 2024-06-30 | $701k | 12k | 56.88 |
| 2024-03-31 | $679k | 12k | 55.40 |
| 2023-12-31 | $622k | 12k | 50.12 |
| 2023-09-30 | $594k | 13k | 45.75 |
| 2023-06-30 | $576k | 12k | 46.71 |
| 2023-03-31 | $519k | 12k | 43.72 |
| 2022-12-31 | $764k | 18k | 41.58 |
| 2022-09-30 | $928k | 24k | 38.38 |
| 2022-06-30 | $280k | 6.9k | 40.78 |
| 2022-03-31 | $899k | 19k | 48.34 |
| 2021-12-31 | $975k | 19k | 50.34 |
| 2021-09-30 | $989k | 22k | 45.98 |
| 2021-06-30 | $993k | 22k | 46.20 |
| 2021-03-31 | $934k | 22k | 43.37 |
| 2020-12-31 | $584k | 15k | 40.19 |