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Upturn AI SWOT - About
WisdomTree India Earnings Fund (EPI)
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Upturn Advisory Summary
07/16/2025: 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 43.78% | Avg. Invested days 65 | 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 07/16/2025 |
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) seeks to track the investment results of fundamentally weighted earnings-generating companies in the Indian equity market. It provides exposure to Indian companies with positive cumulative earnings over their most recent fiscal years. The fund's weighting methodology emphasizes profitability, potentially leading to a portfolio composition distinct from traditional market-cap weighted indices.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a reputation for innovative indexing and weighting strategies.
Management Expertise
WisdomTree has an experienced management team focused on developing and managing ETFs with specific investment objectives.
Investment Objective
Goal
To track the investment results of earnings-generating companies in India.
Investment Approach and Strategy
Strategy: The fund tracks an earnings-weighted index, focusing on profitability rather than market capitalization.
Composition The ETF primarily holds stocks of Indian companies with positive cumulative earnings. Focuses on companies that generate positive earnings in their most recent fiscal years.
Market Position
Market Share: The fund holds a small share of the overall India-focused ETF market.
Total Net Assets (AUM): 1500000000
Competitors
Key Competitors
- INDA
- PIN
- SMIN
Competitive Landscape
The India ETF market is competitive, with EPI facing strong competition from ETFs that track market-cap weighted indices. EPI's earnings-weighted approach offers a potentially different risk/return profile, which can be both an advantage and disadvantage depending on market conditions. Market-cap weighted ETFs like INDA generally have higher AUM and liquidity.
Financial Performance
Historical Performance: Varies based on market conditions; refer to official fund factsheet for specific data.
Benchmark Comparison: Performance should be compared against the fund's underlying index to assess its tracking effectiveness.
Expense Ratio: 0.84
Liquidity
Average Trading Volume
The ETF has moderate trading volume; recent averages can be found on financial websites.
Bid-Ask Spread
The bid-ask spread varies depending on market conditions but is generally reasonable; refer to real-time data for specifics.
Market Dynamics
Market Environment Factors
Indian economic growth, global market sentiment, and regulatory changes in India can all affect the ETF's performance.
Growth Trajectory
The ETF's growth depends on the performance of Indian companies and investor demand for India-focused ETFs.
Moat and Competitive Advantages
Competitive Edge
EPI's competitive advantage lies in its earnings-weighted approach, differentiating it from market-cap weighted ETFs. This strategy targets companies with positive earnings, potentially leading to higher quality holdings and reduced exposure to overvalued companies. This weighting scheme can lead to outperformance during periods of fundamental strength in the Indian economy, but may lag during momentum-driven rallies. However, the higher expense ratio compared to market-cap weighted ETFs can be a disadvantage.
Risk Analysis
Volatility
The fund experiences volatility consistent with investing in emerging markets such as India.
Market Risk
Market risk includes factors such as economic downturns, political instability, and currency fluctuations in India.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to Indian companies with positive earnings and willing to accept emerging market risk.
Market Risk
Suitable for long-term investors who believe in the growth potential of the Indian economy and are comfortable with higher volatility.
Summary
The WisdomTree India Earnings Fund offers a focused approach to investing in India by emphasizing companies with positive earnings. This approach can potentially provide a different risk/return profile compared to broader market-cap weighted ETFs. However, the higher expense ratio and emerging market risks are factors to consider. Investors should carefully evaluate their risk tolerance and investment goals before investing. It is best suited for investors seeking long-term growth and willing to accept moderate to high volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- ETF.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The information provided is for informational purposes only and does not constitute 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.