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About WisdomTree India Earnings Fund
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Inception date
Feb 22, 2008
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
EPI offers a well-established alternative exposure to Indian equitiesfocusing on companies with strong earnings. Rather than using a market-cap-weighted approach, EPI picks stocks based on earnings in the prior fiscal year, adjusted for the availability of Indian stocks to foreign ownership. The resulting portfolio typically has a strong value tilt, which is unsurprising, given its fundamental methodology. It also produces considerable sector biases relative to the market. The index is rebalanced and reconstituted on an annual basis.
Classification
What's in the fund
Exposure type
Finance
Energy Minerals
Technology Services
Stock breakdown by region
Top 10 holdings
India - Long TermLong term, emerging market should outperform US due to high growth potential. India ETF looks particularly interesting to me.
Reasons:
1. Price just broke out of a long horizontal rectangle. Although you are not going to see massive price moves, it is a great asset to own.
2. India is one of the
V bottompossible stop at or under mid v
Top 10 Holdings
Housing Development Finance Corp Ltd
8.36%
Reliance Industries Ltd
7.57%
Infosys Ltd
7.45%
Tata Consultancy Services Ltd
Not to long entry level yet
4.37%
ICICI Bank Ltd
2.69%
HCL Technologies Ltd
2.41%
NTPC Ltd
2.10%
Power Grid Corp Of India Ltd
2.1
EPI -- patience requiredWhile the Nifty has been acting quite well, the Indian Rupee has not been very bullish at all to say the least. This impact is being felt on the EPI index which is exposed to currency risk as well in addition to equity risk, a fact which is overlooked by some market participants.
In any case, the w
See all ideas
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EPI trades at 45.76 USD today, its price has fallen −0.37% in the past 24 hours. Track more dynamics on EPI price chart.
EPI net asset value is 46.11 today — it's risen 2.36% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EPI assets under management is 3.27 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
EPI price has risen by 2.38% over the last month, and its yearly performance shows a −0.85% decrease. See more dynamics on EPI price chart.
NAV returns, another gauge of an ETF dynamics, showed a 8.25% increase in three-month performance and has increased by 1.44% in a year.
NAV returns, another gauge of an ETF dynamics, showed a 8.25% increase in three-month performance and has increased by 1.44% in a year.
EPI fund flows account for 103.21 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EPI invests in stocks. See more details in our Analysis section.
EPI expense ratio is 0.85%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EPI isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, EPI technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EPI shows the buy signal. See more of EPI technicals for a more comprehensive analysis.
Today, EPI technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EPI shows the buy signal. See more of EPI technicals for a more comprehensive analysis.
Yes, EPI pays dividends to its holders with the dividend yield of 0.26%.
EPI trades at a premium (0.20%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EPI shares are issued by WisdomTree, Inc.
EPI follows the WisdomTree India Earnings Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Feb 22, 2008.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.