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WisdomTree Earnings 500 Fund shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 150k 68.94
2025-06-30 $1.8M 29k 64.01

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View all positions for WealthPlan Investment Management

Top funds holding WisdomTree Earnings 500 Fund

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Integrity Alliance
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View all funds holding WisdomTree Earnings 500 Fund