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WisdomTree Earnings 500 Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in WisdomTree Earnings 500 Fund

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All positions including WisdomTree Earnings 500 Fund held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 47k 70.86
2025-09-30 $1.9M 28k 68.64
2025-06-30 $1.3M 20k 63.77
2025-03-31 $831k 14k 58.87
2024-12-31 $524k 8.6k 61.18
2024-09-30 $437k 7.3k 59.71
2024-03-31 $21k 370 55.40

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

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