(EPI) WisdomTree India Earnings - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US97717W4226 • India Equity

EPI: Indian, Stocks, Equities, Companies

The WisdomTree India Earnings Fund, traded on the NYSE ARCA under the ticker EPI, is designed to track the performance of a specific index that focuses on profitable Indian companies. Typically, the fund allocates at least 95% of its total assets to the constituent securities of this index or to investments that closely mirror the economic characteristics of these securities. This approach allows the fund to maintain a portfolio that is highly representative of the underlying index, providing investors with exposure to the Indian equity market.

The index itself is composed of companies that are not only incorporated and traded in India but also meet the criteria of being profitable. An additional requirement is that these companies must be eligible for foreign investment as of the annual index screening date. This eligibility criterion ensures that the fund complies with relevant regulations and provides a viable investment opportunity for foreign investors looking to tap into the Indian market. The fund is classified as non-diversified, indicating that it may concentrate its investments in a smaller number of securities, which can be a characteristic of funds that track specific indices or sectors.

From a structural perspective, the WisdomTree India Earnings Fund is domiciled in the United States and is categorized as an exchange-traded fund (ETF), specifically falling under the India Equity category. Its International Securities Identification Number (ISIN) is US97717W4226. For more detailed information about the fund, including its investment objectives, risks, and performance, investors can visit the website of WisdomTree, the fund's issuer, at http://www.wisdomtree.com. This resource can provide valuable insights for those considering an investment in the WisdomTree India Earnings Fund or seeking to learn more about the opportunities and challenges associated with investing in the Indian equity market.

Additional Sources for EPI ETF

EPI ETF Overview

Market Cap in USD 3,176m
Category India Equity
TER 0.85%
IPO / Inception 2008-02-22

EPI ETF Ratings

Growth 5y 75.4%
Fundamental -
Dividend 21.4%
Rel. Strength Industry -18.2
Analysts -
Fair Price Momentum 40.95 USD
Fair Price DCF -

EPI Dividends

Dividend Yield 12m 0.28%
Yield on Cost 5y 0.56%
Annual Growth 5y -11.82%
Payout Consistency 89.2%

EPI Growth Ratios

Growth Correlation 3m -67.4%
Growth Correlation 12m 41.3%
Growth Correlation 5y 89.9%
CAGR 5y 14.65%
CAGR/Mean DD 5y 2.08
Sharpe Ratio 12m -0.05
Alpha -16.54
Beta 0.73
Volatility 15.03%
Current Volume 943.9k
Average Volume 20d 1042.8k
What is the price of EPI stocks?
As of January 30, 2025, the stock is trading at USD 43.14 with a total of 943,900 shares traded.
Over the past week, the price has changed by -0.94%, over one month by -4.32%, over three months by -8.88% and over the past year by +1.46%.
Is WisdomTree India Earnings a good stock to buy?
Yes. Based on ValueRay Analyses, WisdomTree India Earnings (NYSE ARCA:EPI) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 75.41 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EPI as of January 2025 is 40.95. This means that EPI is currently overvalued and has a potential downside of -5.08%.
Is EPI a buy, sell or hold?
WisdomTree India Earnings has no consensus analysts rating.
What are the forecast for EPI stock price target?
According to ValueRays Forecast Model, EPI WisdomTree India Earnings will be worth about 45.1 in January 2026. The stock is currently trading at 43.14. This means that the stock has a potential upside of +4.59%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 45.1 4.6%