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WisdomTree Earnings 500 Fund shares owned by WealthPoint Financial

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

Historical chart of WealthPoint 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 WealthPoint Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 35k 70.86

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

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
Ieq Capital
Financial Gravity Wealth
Integrity Alliance
Kestra Advisory Services
WealthPlan Investment Management
Systelligence
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund