Janney Montgomery Scott
EPI icon

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
Q2 		– Sell
-11,651
Closed -$475K – 3125
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 $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Janney Montgomery Scott's EPI Position: Q2 2026 in Review

Janney Montgomery Scott sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 11,651 shares — an estimated $475K sold.

Janney Montgomery Scott first reported a position in EPI in Q1 2014 and held it in 15 quarters. The position peaked at $2.4M in Q1 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Janney Montgomery Scott reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,651 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $475K.
  • Janney Montgomery Scott first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 15 quarters.
  • Janney Montgomery Scott's WisdomTree India Earnings Fund ETF position peaked at $2.4M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.