Jones Financial Companies
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Jones Financial Companies’s WisdomTree WT Stock Holding History

Jones Financial Companies’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.8K Sell
1,850
-17
-0.9% -$301 ﹤0.01% 3308
2026
Q1 		$26K Buy
1,867
+782
+72% +$12.1K ﹤0.01% 3192
2025
Q4 		$13.2K Buy
1,085
+3
+0.3% +$36 ﹤0.01% 3109
2025
Q3 		$15K Buy
1,082
+1,014
+1,491% +$13.5K ﹤0.01% 2920
2025
Q2 		$777 Buy
+68
New +$637 ﹤0.01% 3714

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Jones Financial Companies reduced its WisdomTree (WT) stake by 0.91% in Q2 2026, selling an estimated $301 and leaving 1,850 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Jones Financial Companies first reported a position in WT in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Jones Financial Companies held 1,850 shares of WisdomTree worth $31.8K as of Q2 2026.
  • Jones Financial Companies sold 17 WisdomTree shares in Q2 2026, an estimated $301.
  • WisdomTree made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3308 holding.
  • Jones Financial Companies first reported a position in WisdomTree in Q2 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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