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WisdomTree Earnings 500 Fund shares owned by SWMG

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

Historical chart of SWMG investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $493k 6.8k 72.01
2025-09-30 $469k 6.8k 69.13
2025-06-30 $295k 4.5k 65.94

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

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