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Upturn AI SWOT - About
WisdomTree India Earnings Fund (EPI)
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Upturn Advisory Summary
10/23/2025: EPI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 38.5% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.51 | 52 Weeks Range 39.98 - 50.86 | Updated Date 06/30/2025 |
52 Weeks Range 39.98 - 50.86 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree India Earnings Fund
ETF Overview
Overview
The WisdomTree India Earnings Fund (EPI) is designed to provide exposure to the Indian equity market, focusing on companies with positive earnings. It seeks to track the investment results of fundamentally weighted companies incorporated and traded in India. The fund prioritizes profitable companies, aiming for a portfolio of higher-quality Indian stocks.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its innovative, fundamentally weighted ETFs. They have a solid track record and are considered reliable.
Management Expertise
WisdomTree's management team has extensive experience in asset management, quantitative analysis, and ETF structuring.
Investment Objective
Goal
To track the investment results of dividend-paying companies in India.
Investment Approach and Strategy
Strategy: EPI aims to track the WisdomTree India Earnings Index, which is designed to measure the performance of earnings-generating companies in the Indian equity market.
Composition The ETF primarily holds stocks of Indian companies across various sectors.
Market Position
Market Share: EPI holds a significant share within the India-focused ETF market, though smaller than the largest India ETF.
Total Net Assets (AUM): 168654721
Competitors
Key Competitors
- INDA
- PIN
- SMIN
Competitive Landscape
The India ETF market is competitive, with several funds offering exposure to the Indian equity market. EPI's advantage lies in its earnings-weighted approach, which may lead to a different risk-return profile compared to market-cap-weighted competitors like INDA. However, it may underperform during periods when larger, less profitable companies lead the market.
Financial Performance
Historical Performance: Historical performance data would be presented here as a structured array, but actual data requires fetching updated information. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparison would require access to up-to-date performance data. Generally, the fund is expected to perform close to its underlying index.
Expense Ratio: 0.84
Liquidity
Average Trading Volume
The ETF's liquidity is reasonable, with an average daily trading volume of approximately 45,000 shares.
Bid-Ask Spread
The typical bid-ask spread for EPI is generally tight, around 0.09%.
Market Dynamics
Market Environment Factors
Economic growth in India, government policies, global economic conditions, and investor sentiment all influence the performance of EPI.
Growth Trajectory
The fund's growth is tied to the performance of the Indian economy and equity market, with potential for shifts in sector allocations based on earnings.
Moat and Competitive Advantages
Competitive Edge
EPI's distinct earnings-weighted strategy offers a differentiated approach compared to traditional market-cap-weighted India ETFs. This methodology targets companies with positive earnings, potentially leading to a portfolio with higher financial quality. The focus on profitability seeks to avoid companies with weak fundamentals. This can result in a portfolio that is more resilient during market downturns and can provide better long-term returns.
Risk Analysis
Volatility
EPI's volatility is generally comparable to the broader Indian equity market.
Market Risk
EPI is subject to market risk, currency risk (INR fluctuation), and political and economic risks specific to India.
Investor Profile
Ideal Investor Profile
EPI is suited for investors seeking exposure to the Indian equity market with a focus on profitable companies.
Market Risk
EPI is suited for long-term investors who believe in the long-term growth potential of India and are comfortable with the associated risks.
Summary
The WisdomTree India Earnings Fund (EPI) offers a unique earnings-weighted approach to investing in the Indian equity market. Its focus on profitable companies differentiates it from market-cap-weighted competitors. Investors should consider the specific risks associated with the Indian market and the potential for fluctuations in the INR. Overall, EPI can be a suitable option for long-term investors seeking diversified exposure to India with a focus on quality companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree India Earnings Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is comprised of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the annual index screening date. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.