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Upturn AI Summary
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
09/28/2026: EPI (1-star) is currently NOT-A-BUY. Pass it for now.
The WisdomTree India Earnings Fund (EPI) provides targeted exposure to the Indian equity market by weighting holdings based on corporate earnings rather than market capitalization. This strategy aims to capture growth while filtering out unprofitable companies, making it a distinct option compared to traditional market-cap indices. Its primary role is as a regional growth component in a diversified portfolio. Key risks include single-country concentration, currency fluctuations, and emerging market volatility. It is best suited for long-term investors who can tolerate higher volatility and prefer a value-conscious fundamental approach to Indian market participation.
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 | EPI captures the high-growth potential of the expanding Indian economy. |
| Momentum investor | Strong fit while signal remains positive | Indian equities often exhibit strong multi-year trends that momentum traders can capitalize on during upturns. |
| Value investor | Strong fit | The earnings-weighted approach focuses on profitable companies, naturally filtering out overvalued, loss-making firms. |
| Dividend/Income investor | Mixed fit | While it focuses on earnings, it is an equity-based growth fund and not specifically optimized for income generation. |
| Low-risk investor | Weak fit | Investing in a single emerging market carries inherent volatility and geopolitical risk not suitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking aggressive growth through Indian equities and who prefers a fundamentally-weighted approach over standard market-cap indices.
Suitability
EPI is most suitable for long-term investors looking for regional diversification within an emerging markets allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging market equities are subject to significant price swings due to local and global macroeconomic events. |
| Market risk | High | The fund is fully exposed to the systemic risk of the Indian financial markets. |
| Concentration | Medium / high | Being country-specific, the fund lacks the diversification benefits of a global or multi-country emerging markets portfolio. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla market-cap index funds, which can drag on long-term net returns. |
| Liquidity | Low | While the ETF is liquid, the underlying Indian stocks may occasionally experience lower liquidity during periods of market stress. |
| Business/sector quality | Medium | The fund relies on the corporate earnings performance of Indian firms, which is subject to domestic regulatory and economic cycles. |
Risk Analysis
Volatility
EPI historically exhibits higher volatility compared to developed market ETFs due to the emerging market nature of India.
Market Risk
Investors face significant risks including exposure to Indian regulatory environments, currency risk, and potential liquidity crunches in specific regional stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | India Equity Markets | 99 | The fund provides concentrated exposure to the economic growth of the Indian equity market. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash buffer is maintained for operational liquidity and rebalancing needs. |
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 PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.89B |
| Issuer | WisdomTree |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 0% |
| Inception | Feb 22, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | -9.70% |
| 1 Year | -6.17% |
| 3 Year | +4.29% |
| 5 Year | +3.60% |
| 10 Year | +8.02% |
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 | 11.06% |
| Mid Cap | 5.85% |
| Mega Cap | 5.27% |
| Small Cap | 2.18% |
| Micro Cap | 0.43% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 17.28% |
| Basic Materials | 16.20% |
| Industrials | 12.37% |
| Energy | 11.93% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.06x |
| Portfolio P/B | 1.62x |
| Portfolio P/S | 1.3x |
| Holdings Turnover | 51.0% |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| Reliance Industries | 0.59% |
| Hindustan Petroleum | 0.56% |
| Oil & Natural Gas | 0.54% |
| HDFC Bank | 0.50% |
| ICICI Bank | 0.50% |
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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