Jones Financial Companies
EES icon

Jones Financial Companies’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Jones Financial Companies’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.1K Buy
1,665
+299
+22% +$17.7K ﹤0.01% 2694
2025
Q4 		$77.8K Buy
1,366
+91
+7% +$5.09K ﹤0.01% 2315
2025
Q3 		$71.3K Buy
1,275
+131
+11% +$7.09K ﹤0.01% 2223
2025
Q2 		$58.3K Buy
1,144
+125
+12% +$6.03K ﹤0.01% 2165
2025
Q1 		$49.9K Buy
1,019
+257
+34% +$13.5K ﹤0.01% 2064
2024
Q4 		$41.1K Buy
762
+104
+16% +$5.71K ﹤0.01% 1952
2024
Q3 		$34.5K Buy
+658
New +$33.3K ﹤0.01% 1769

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return