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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
10/27/2026: EPI (1-star) is currently NOT-A-BUY. Pass it for now.
The WisdomTree India Earnings Fund (EPI) provides targeted exposure to Indian equities by weighting companies according to their earnings, rather than market capitalization. This strategy helps prioritize profitable firms, making it a distinct alternative to traditional cap-weighted funds. Its primary strengths are high liquidity and a methodology that screens for fundamental business performance. However, investors should be aware of the high volatility, currency risk, and geopolitical factors associated with investing in an emerging economy like India. It is best suited for long-term investors seeking to capture India's structural economic growth who understand the risks of emerging market concentration.
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 | India is a high-growth emerging market economy offering significant long-term capital appreciation potential. |
| Momentum investor | Strong fit while signal remains positive | When Indian equities exhibit strong price trends, this ETF effectively captures the momentum of the broader market. |
| Value investor | Mixed fit | While the earnings-weighting provides a value tilt compared to cap-weighted indices, emerging markets can often trade at premium valuations. |
| Dividend/Income investor | Weak fit | The fund is focused on total return rather than yield, and income is secondary to capital appreciation. |
| Low-risk investor | Weak fit | Emerging market equities carry inherent high volatility and political/currency risks unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Long-term investors looking for growth exposure to India who prefer a methodology that prioritizes earnings over company size.
Suitability
Best suited for long-term investors willing to tolerate the higher volatility inherent in emerging market allocations.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets like India are prone to significant price swings due to economic and political factors. |
| Market risk | High | The fund is fully exposed to the fluctuations of the Indian equity market. |
| Concentration | Medium / high | Investing in a single country exposes the portfolio to localized economic and regulatory risks. |
| Tracking/expense | Medium | The expense ratio is higher than some passive broad-market index trackers. |
| Liquidity | Medium | While the ETF is liquid, sudden market events can lead to wider spreads in underlying Indian securities. |
| Business/sector quality | Medium | The earnings-weighting strategy attempts to mitigate this, but it cannot eliminate market-wide downturns. |
Risk Analysis
Volatility
EPI exhibits higher-than-average volatility compared to US-centric indices, typical of an emerging market equity product.
Market Risk
Risks include exposure to local currency volatility, Indian interest rate policy, and the regulatory environment of a developing nation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Indian Equity Market | 99.5 | Provides broad exposure to the economic growth of India through a basket of profitable domestic companies. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small liquidity buffer maintained for operational purposes 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 15.79% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
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