Janney Montgomery Scott’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Janney Montgomery Scott’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$475K	Buy	11,651 +88	+0.8%	+$3.89K	﹤0.01%	2081
2025 Q4	$535K	Sell	11,563 -1,920	-14%	-$87.9K	﹤0.01%	2139
2025 Q3	$596K	Buy	13,483 +831	+7%	+$37.7K	﹤0.01%	2034
2025 Q2	$601K	Sell	12,652 -924	-7%	-$41.9K	﹤0.01%	1897
2025 Q1	$593K	Sell	13,576 -19,480	-59%	-$835K	﹤0.01%	1872
2024 Q4	$1.5M	Buy	33,056 +5,908	+22%	+$280K	﹤0.01%	1315
2024 Q3	$1.37M	Buy	27,148 +12,185	+81%	+$601K	﹤0.01%	1331
2024 Q2	$722K	Sell	14,963 -40,227	-73%	-$1.83M	﹤0.01%	1646
2024 Q1	$2.4M	Buy	55,190 +47,313	+601%	+$2.03M	0.01%	1068
2023 Q4	$323K	Buy	+7,877	New	+$299K	﹤0.01%	2166
2018 Q1	–	Sell	-9,144	Closed	-$255K	–	1953
2017 Q4	$255K	Buy	9,144 +851	+10%	+$22.7K	﹤0.01%	1679
2017 Q3	$209K	Buy	+8,293	New	+$216K	﹤0.01%	1691
2014 Q4	–	Sell	-27,086	Closed	-$593K	–	2340
2014 Q3	$593K	Sell	27,086 -219	-0.8%	-$4.93K	0.01%	1159
2014 Q2	$614K	Buy	27,305 +5,004	+22%	+$104K	0.01%	1098
2014 Q1	$423K	Buy	+22,301	New	+$381K	0.01%	1231

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Janney Montgomery Scott's EPI Position: Q1 2026 in Review

Janney Montgomery Scott increased its WisdomTree India Earnings Fund ETF (EPI) stake by 0.76% in Q1 2026, buying an estimated $3.89K and bringing the position to 11,651 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Janney Montgomery Scott first reported a position in EPI in Q1 2014 and has held it in 15 quarters since. The position peaked at $2.4M in Q1 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Janney Montgomery Scott held 11,651 shares of WisdomTree India Earnings Fund ETF worth $475K as of Q1 2026.
Janney Montgomery Scott bought 88 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $3.89K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2081 holding.
Janney Montgomery Scott first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and has held it in 15 quarters since.
Janney Montgomery Scott's WisdomTree India Earnings Fund ETF position peaked at $2.4M in Q1 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.