Jones Financial Companies
EZM icon

Jones Financial Companies’s WisdomTree US MidCap Fund EZM Stock Holding History

Jones Financial Companies’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Buy
3,354
+525
+19% +$36.3K ﹤0.01% 2363
2025
Q4 		$189K Buy
2,829
+886
+46% +$58.5K ﹤0.01% 1931
2025
Q3 		$128K Buy
1,943
+901
+86% +$58.2K ﹤0.01% 1976
2025
Q2 		$64.4K Buy
1,042
+470
+82% +$27.7K ﹤0.01% 2128
2025
Q1 		$33.9K Buy
572
+315
+123% +$19.7K ﹤0.01% 2208
2024
Q4 		$16.1K Buy
+257
New +$16.5K ﹤0.01% 2338

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Jones Financial Companies's EZM Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree US MidCap Fund (EZM) stake by 19% in Q1 2026, buying an estimated $36.3K and bringing the position to 3,354 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Jones Financial Companies first reported a position in EZM in Q4 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Jones Financial Companies held 3,354 shares of WisdomTree US MidCap Fund worth $221K as of Q1 2026.
  • Jones Financial Companies bought 525 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $36.3K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2363 holding.
  • Jones Financial Companies first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.