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EPI
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WisdomTree India Earnings Fund (EPI)

Upturn stock ratingUpturn stock rating
$45.26
Last Close (24-hour delay)
Profit since last BUY3.74%
upturn advisory
Strong Buy
BUY since 19 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

04/22/2025: EPI (3-star) is a STRONG-BUY. BUY since 19 days. Profits (3.74%). Updated daily EoD!

Upturn Star Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

0 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Year Target Price $0

Year Target Price $0

Analyst’s Price TargetsFor last 52 week
$0Target price
Low$39.98
Current$45.26
high$50.86

Analysis of Past Performance

Type ETF
Historic Profit 13.71%
Avg. Invested days 44
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/22/2025

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

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WisdomTree India Earnings Fund

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

WisdomTree is a well-known ETF provider with a reputation for innovative indexing and weighting strategies.

reliability logo Management Expertise

WisdomTree has an experienced management team focused on developing and managing ETFs with specific investment objectives.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.