WJWM
JEDI

Williams Jones Wealth Management’s Defiance Drone and Modern Warfare ETF JEDI Stock Holding History

Williams Jones Wealth Management’s Portfolio JEDI Stock Details JEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.7M Buy
340,150
+186,900
+122% +$5.06M 0.11% 105
2025
Q4 		$3.72M Buy
+153,250
New +$3.8M 0.04% 149

Other funds holding JEDI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VAM
Vienna Asset Management Saratoga, California $129M AUM 12.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Williams Jones Wealth Management's JEDI Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Defiance Drone and Modern Warfare ETF (JEDI) stake by 122% in Q1 2026, buying an estimated $5.06M and bringing the position to 340,150 shares worth $8.7M. The position accounts for 0.11% of the portfolio, ranked #105.

Williams Jones Wealth Management first reported a position in JEDI in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold JEDI as of Q1 2026.

  • Williams Jones Wealth Management held 340,150 shares of Defiance Drone and Modern Warfare ETF worth $8.7M as of Q1 2026.
  • Williams Jones Wealth Management bought 186,900 Defiance Drone and Modern Warfare ETF shares in Q1 2026, an estimated $5.06M.
  • Defiance Drone and Modern Warfare ETF made up 0.11% of Williams Jones Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Williams Jones Wealth Management first reported a position in Defiance Drone and Modern Warfare ETF in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Defiance Drone and Modern Warfare ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.