Jones Financial Companies
EPI icon

Jones Financial Companies’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Jones Financial Companies’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Sell
44,102
-4,801
-10% -$205K ﹤0.01% 1607
2026
Q1 		$1.95M Buy
48,903
+14,847
+44% +$656K ﹤0.01% 1438
2025
Q4 		$1.58M Buy
34,056
+5,180
+18% +$237K ﹤0.01% 1057
2025
Q3 		$1.28M Buy
28,876
+353
+1% +$16K ﹤0.01% 1033
2025
Q2 		$1.36M Buy
28,523
+10,766
+61% +$488K ﹤0.01% 886
2025
Q1 		$772K Buy
17,757
+5,883
+50% +$252K ﹤0.01% 961
2024
Q4 		$538K Buy
11,874
+3,923
+49% +$186K ﹤0.01% 967
2024
Q3 		$404K Buy
7,951
+4,276
+116% +$211K ﹤0.01% 898
2024
Q2 		$177K Buy
3,675
+3,146
+595% +$143K ﹤0.01% 872
2024
Q1 		$23.1K Buy
+529
New +$22.7K ﹤0.01% 876

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Jones Financial Companies reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 9.8% in Q2 2026, selling an estimated $205K and leaving 44,102 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Jones Financial Companies first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.95M in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Jones Financial Companies held 44,102 shares of WisdomTree India Earnings Fund ETF worth $1.89M as of Q2 2026.
  • Jones Financial Companies sold 4,801 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $205K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1607 holding.
  • Jones Financial Companies first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's WisdomTree India Earnings Fund ETF position peaked at $1.95M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

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