Jones Financial Companies
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Jones Financial Companies’s WisdomTree US LargeCap Fund EPS Stock Holding History

Jones Financial Companies’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Buy
50,379
+3,348
+7% +$237K ﹤0.01% 1234
2025
Q4 		$3.33M Buy
47,031
+19,007
+68% +$1.33M ﹤0.01% 777
2025
Q3 		$1.92M Buy
28,024
+7,878
+39% +$524K ﹤0.01% 871
2025
Q2 		$1.28M Buy
20,146
+6,028
+43% +$360K ﹤0.01% 913
2025
Q1 		$831K Buy
14,118
+5,559
+65% +$344K ﹤0.01% 934
2024
Q4 		$524K Buy
8,559
+1,246
+17% +$77K ﹤0.01% 979
2024
Q3 		$437K Buy
7,313
+3,711
+103% +$215K ﹤0.01% 869
2024
Q2 		$205K Buy
3,602
+3,232
+874% +$178K ﹤0.01% 827
2024
Q1 		$20.5K Buy
+370
New +$19.4K ﹤0.01% 901

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GWAG
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PAG
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Carson Wealth (CWM LLC)
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WIM
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TFG
Team Financial Group Temecula, California $220M AUM 10.84% 1-Year Est. Return