Jones Financial Companies
EPS icon

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
Q2 		$4.6M Buy
60,129
+9,750
+19% +$739K ﹤0.01% 1229
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

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Jones Financial Companies increased its WisdomTree US LargeCap Fund (EPS) stake by 19% in Q2 2026, buying an estimated $739K and bringing the position to 60,129 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Jones Financial Companies first reported a position in EPS in Q1 2024 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Jones Financial Companies held 60,129 shares of WisdomTree US LargeCap Fund worth $4.6M as of Q2 2026.
  • Jones Financial Companies bought 9,750 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $739K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1229 holding.
  • Jones Financial Companies first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 10 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

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