Wisdomtree India Earnings Etf Profile
| EPI Etf | USD 41.62 0.15 0.36% |
PerformanceVery Weak
| Odds Of DistressLow
|
WisdomTree India is trading at 41.62 as of the 26th of February 2025. This is a 0.36 percent decrease since the beginning of the trading day. The etf's open price was 41.77. WisdomTree India has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree India Earnings
Moving together with WisdomTree Etf
| 1.0 | INDA | iShares MSCI India Sell-off Trend | PairCorr |
| 0.71 | INDSX | Financial Investors Trust | PairCorr |
| 0.97 | SMIN | iShares MSCI India Low Volatility | PairCorr |
| 0.73 | PIN | Invesco India ETF | PairCorr |
| 1.0 | FLIN | Franklin FTSE India | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [EPI, WisdomTree Trust - WisdomTree India Earnings Fund] |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, India Equity, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2008-02-22 |
| Benchmark | WisdomTree India Earnings Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 3.01 Billion |
| Average Trading Valume | 934,936 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Emerging Markets |
| Region | Asia-Pacific |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 207 |
| Market Maker | Susquehanna |
| Total Expense | 0.85 |
| Management Fee | 0.83 |
| Country Name | USA |
| Returns Y T D | (7.73) |
| Name | WisdomTree India Earnings Fund |
| Currency Code | USD |
| Open Figi | BBG000VC1C55 |
| In Threey Volatility | 14.42 |
| 1y Volatility | 11.74 |
| 200 Day M A | 47.1537 |
| 50 Day M A | 44.3922 |
| Code | EPI |
| Updated At | 26th of February 2025 |
| Currency Name | US Dollar |
WisdomTree India Earnings [EPI] is traded in USA and was established 2008-02-22. The fund is classified under India Equity category within WisdomTree family. The entity is thematically classified as Strategy ETFs. WisdomTree India Earnings currently have 686.71 M in assets under management (AUM). , while the total return for the last 3 years was 9.2%.
Check WisdomTree India Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree India Earnings Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree India Earnings Currency Exposure
WisdomTree India Earnings holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree India will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree India Earnings.
Top WisdomTree India Earnings Etf Constituents
| DEEPAKFERT | Deepak Fertilizers and | Stock | Materials | |
| OIL | Oil India Limited | Stock | Energy | |
| REDINGTON | Redington Limited | Stock | Information Technology | |
| GICRE | General Insurance | Stock | Financials | |
| SUNPHARMA | Sun Pharmaceutical Industries | Stock | Health Care | |
| FSL | Firstsource Solutions Limited | Stock | Information Technology | |
| GAIL | GAIL Limited | Stock | Utilities | |
| RELIANCE | Reliance Industries Limited | Stock | Energy |
WisdomTree India Top Holders
| ERBAX | Eaton Vance Richard | Mutual Fund | World Large-Stock Blend | |
| ERBCX | Eaton Vance Richard | Mutual Fund | World Large-Stock Blend | |
| ERBIX | Eaton Vance Richard | Mutual Fund | World Large-Stock Blend | |
| FAPCX | Fidelity Intl Capital | Mutual Fund | Foreign Large Growth | |
| MCEIX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts | |
| MCEMX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts | |
| MEFIX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts |
WisdomTree India Earnings Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree India. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.11) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.15) | |||
| Treynor Ratio | (0.34) |
WisdomTree India Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree India Earnings. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of WisdomTree India Earnings is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree India's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree India's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree India's market value can be influenced by many factors that don't directly affect WisdomTree India's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree India's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree India is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree India's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.