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EPI - ETF AI Analysis
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WisdomTree India Earnings Fund (EPI)
Rating:67Neutral
Price Target:
$50.00
Positive Factors
Strong Top Holdings
Several major holdings, such as Reliance Industries and HDFC Bank, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors like financials, energy, and technology, reducing reliance on any single industry.
Focused Geographic Exposure
The fund's heavy focus on India allows investors to tap into the growth potential of one of the world's fastest-growing economies.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Underperforming Technology Holdings
Key technology stocks like Infosys and Tata Consultancy Services have lagged, dragging down the fund's performance in this sector.
Geographic Concentration Risk
With nearly all assets invested in India, the fund is highly exposed to risks specific to the Indian market and economy.
EPI vs. SPDR S&P 500 ETF (SPY)
AUM2.85B
RegionAsia-Pacific
Expense Ratio0.84%
Beta0.49
IssuerWisdomTree
Inception DateFeb 22, 2008
Dividend Yield0.26%
Asset ClassEquity
Index TrackedWisdomTree India Earnings Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume790,111
30 Day Avg. Volume741,051
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
51.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering407
EPI Summary
The WisdomTree India Earnings Fund (EPI) is an ETF that gives investors exposure to India's growing economy by tracking the WisdomTree India Earnings Index. It includes a mix of large, mid, and small companies across sectors like financials, energy, and technology. Some well-known companies in the fund are Reliance Industries and HDFC Bank. Investors might consider EPI for its potential to benefit from India's rapid economic growth and diversification into international markets. However, new investors should be aware that the fund’s performance is closely tied to the Indian market, which can be volatile.
How much will it cost me?The WisdomTree India Earnings Fund (EPI) has an expense ratio of 0.84%, meaning you’ll pay $8.40 per year for every $1,000 invested. This is higher than average because the fund is actively managed to track the earnings-weighted WisdomTree India Earnings Index, which requires more research and management compared to passively managed funds.
What would affect this ETF?The WisdomTree India Earnings Fund (EPI) could benefit from India's strong economic growth, driven by a young population, increasing consumption, and innovation, particularly in sectors like financials and technology. However, challenges such as potential regulatory changes, geopolitical tensions, or global economic slowdowns could negatively impact the fund's performance, especially given its significant exposure to energy and financial sectors. Additionally, fluctuations in commodity prices and currency exchange rates may also influence returns.
EPI Top 10 Holdings
The WisdomTree India Earnings Fund (EPI) leans heavily on India’s financial and energy sectors, with top holdings like Reliance Industries and HDFC Bank driving steady gains thanks to robust revenue growth and strategic resilience. However, tech giants Infosys and Tata Consultancy Services have been lagging, weighed down by mixed earnings sentiment and technical weakness. Meanwhile, Mahindra & Mahindra and State Bank of India are rising stars, benefiting from strong financial performance and positive outlooks. With its focus on India’s dynamic economy, EPI offers a concentrated play on the region’s growth story, albeit with sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Reliance Industries Limited | 8.00% | $202.78M | ₹19.64T | 11.22% | 73 Outperform | |
| HDFC Bank Limited | 6.63% | $168.12M | ₹15.28T | 15.65% | 79 Outperform | |
| ICICI Bank Limited | 5.74% | $145.38M | ₹9.83T | 6.58% | 74 Outperform | |
| Infosys Limited | 3.96% | $100.29M | ₹6.34T | -18.26% | 75 Outperform | |
| Mahindra & Mahindra Ltd. | 3.38% | $85.73M | ₹4.51T | 29.87% | 66 Neutral | |
| State Bank of India | 2.83% | $71.78M | ₹8.35T | 16.56% | 79 Outperform | |
| Oil & Natural Gas Corp. Ltd. | 2.67% | $67.65M | ₹3.21T | -3.82% | 72 Outperform | |
| Coal India Ltd. | 2.45% | $62.04M | ₹2.43T | -10.18% | 74 Outperform | |
| Hindalco Industries Limited | 2.03% | $51.42M | ₹1.85T | 21.32% | 75 Outperform | |
| Tata Consultancy Services Limited | 2.01% | $51.00M | ₹11.08T | -24.64% | 78 Outperform |
EPI Technical Analysis
Positive
―
Price Trends
45.12
Positive
45.63
Positive
44.65
Positive
Market Momentum
0.47
Negative
61.50
Neutral
62.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.52, equal to the 50-day MA of 45.12, and equal to the 200-day MA of 44.65, indicating a bullish trend. The MACD of 0.47 indicates Negative momentum. The RSI at 61.50 is Neutral, neither overbought nor oversold. The STOCH value of 62.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPI.
EPI Peer Comparison
Comparison Results
Performance Comparison
EPI
WisdomTree India Earnings Fund
46.47
-0.87
-1.84%
INDA
iShares MSCI India ETF
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FLIN
Franklin FTSE India ETF
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GIND
Goldman Sachs India Equity ETF
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NDIA
Global X India Active ETF
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INDE
Matthews India Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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