Key stats
About WisdomTree India Earnings Fund
Expense ratio
0.85%
Home page
Inception date
Feb 22, 2008
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Energy Minerals
Technology Services
Stocks99.23%
Finance23.63%
Energy Minerals14.69%
Technology Services10.86%
Non-Energy Minerals9.14%
Utilities8.80%
Consumer Durables6.08%
Producer Manufacturing4.83%
Process Industries4.43%
Health Technology4.29%
Consumer Non-Durables3.67%
Industrial Services1.84%
Electronic Technology1.44%
Transportation1.38%
Communications1.35%
Commercial Services0.73%
Health Services0.65%
Consumer Services0.62%
Distribution Services0.54%
Retail Trade0.27%
Bonds, Cash & Other0.77%
Cash0.77%
Miscellaneous0.00%
Stock breakdown by region
Asia100.00%
North America0.00%
Latin America0.00%
Europe0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history