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WisdomTree India Earnings Fund(EPI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EPI
09/15/2026: EPI (1-star) is a SELL. SELL for 3 days. Simulated Profits (-2.80%). Updated daily EoD!
WisdomTree India Earnings Fund (EPI) offers targeted exposure to the Indian equity market by focusing on companies that generate actual earnings, effectively filtering out unprofitable firms. Its primary strength lies in this fundamentally-weighted approach combined with high liquidity, making it a major option for investors seeking to capitalize on India's growth. While it serves as a powerful growth-oriented satellite, investors should be mindful of the high volatility, single-country concentration risk, and the relatively higher expense ratio compared to plain-vanilla index funds. It is best suited for long-term investors who can withstand emerging market swings and who wish to monitor factors such as Indian currency performance, regulatory shifts, and corporate earnings trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Captures the significant growth potential of the rapidly expanding Indian economy. |
| Momentum investor | Strong fit while signal remains positive | Suitable for momentum strategies when the Indian market index demonstrates a strong bullish trend. |
| Value investor | Strong fit | The earnings-weighted index naturally tilts toward companies with lower valuation multiples relative to earnings. |
| Dividend/Income investor | Mixed fit | While it holds profitable companies, it is primarily focused on capital appreciation rather than high dividend yields. |
| Low-risk investor | Weak fit | Emerging market exposure inherently carries high volatility and currency risk unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth-oriented participant who believes in the structural economic development of India and prefers a profitable-company filter over pure market-cap weighting.
Suitability
Best suited for long-term investors seeking satellite emerging market exposure, though active traders may utilize its high liquidity for tactical positioning.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Single-country emerging market ETFs are subject to sharp price fluctuations based on local economic and political news. |
| Market risk | High | The fund is entirely exposed to the systematic risk of the Indian financial markets. |
| Concentration | Medium / high | Exposure is concentrated in a single geographic region, increasing sensitivity to regional shocks. |
| Tracking/expense | Medium | Higher expense ratios compared to broad-market US ETFs can create a drag on long-term performance. |
| Liquidity | Low | The ETF itself is liquid, though underlying Indian market access can occasionally face regulatory or settlement delays. |
| Business/sector quality | Medium | The earnings-based filter improves quality but does not eliminate risks inherent in the Indian regulatory and business environment. |
Risk Analysis
Volatility
EPI is historically volatile, consistent with single-country emerging market exposure, frequently experiencing sharper drawdowns than developed market benchmarks.
Market Risk
The primary risk is the concentration of assets in India, making the fund vulnerable to country-specific economic, currency, and regulatory risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | India Equity Market | 99 | Provides comprehensive exposure to the growth potential of the Indian economy through a basket of profitable domestic companies. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor cash holdings maintained for liquidity and fund operational requirements. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 14.92% | Avg. Invested days 52 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.99B |
| Issuer | WisdomTree |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 0% |
| Inception | Feb 22, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | -8.64% |
| 1 Year | -6.11% |
| 3 Year | +3.79% |
| 5 Year | +4.21% |
| 10 Year | +8.27% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.21% |
| 3Y Volatility | 15.86% |
| 3Y Sharpe Ratio | 0.19 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 10.62% |
| Mid Cap | 5.71% |
| Mega Cap | 5.10% |
| Small Cap | 2.17% |
| Micro Cap | 0.43% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 17.39% |
| Basic Materials | 16.09% |
| Industrials | 12.42% |
| Energy | 11.88% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.18x |
| Portfolio P/B | 1.63x |
| Portfolio P/S | 1.3x |
| Holdings Turnover | 51.0% |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| Reliance Industries | 0.57% |
| Hindustan Petroleum | 0.56% |
| Oil & Natural Gas | 0.50% |
| ICICI Bank | 0.49% |
| NTPC | 0.47% |
Upturn AI Summary
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.
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