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
Q2 		$164K Buy
2,443
+778
+47% +$49.4K ﹤0.01% 2666
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's EES Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 47% in Q2 2026, buying an estimated $49.4K and bringing the position to 2,443 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Jones Financial Companies first reported a position in EES in Q3 2024 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Jones Financial Companies held 2,443 shares of WisdomTree US SmallCap Earnings Fund worth $164K as of Q2 2026.
  • Jones Financial Companies bought 778 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $49.4K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2666 holding.
  • Jones Financial Companies first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2024 and has held it in 8 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.