EPI
-0.15 · -0.34%
$45.56 · NYSE ARCA

WisdomTree India Earnings Fund (EPI) ETF Analysis | India Equity

WisdomTree · United States
AUM:$2.7B
#– of – in India Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is EPI?

Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is comprised of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the annual index screening date.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EPI returned 8.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 36.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.7B
Expense Ratio0.85%
Dividend Yield0.00%
Holdings45
Inception DateFeb 2008
DomicileUnited States
DistributionNA
Index–
ProviderWisdomTree
Beta0.38
CategoryIndia Equity
CurrencyUSD
Portfolio Impact

How would EPI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-5.2%
1Y
-3.1%
3Y
+18.6%
5Y
+29.1%
OpenBook InsightIf you had invested £10,000 in EPI 5 years ago, it would have grown to £12,906 — a gain of £2,906.

Annual Returns

Calendar year performance

EPI delivered positive returns in 3 of the last 5 calendar years.
YearEPI
2026 YTD-8.2%
2025+1.0%
2024+10.6%
2023+24.9%
2022-6.5%
CAGR 4yr+6.9%
3/5 positive yearsAvg return: +4.4%Worst year: -8.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
11.1%
Low
Momentum
+1.9%
30-day change
Support Level
42.73
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.