(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
WisdomTree India Earnings Fund (EPI) is structured to invest at least 95% of its assets in securities that mirror an index focused on profitable Indian companies accessible to foreign investors. This approach ensures alignment with the funds objective of tracking the performance of eligible Indian firms.
The funds index is meticulously curated, featuring companies incorporated and traded in India, ensuring they meet foreign investment criteria as of the annual screening date. This emphasis on profitability and accessibility makes EPI an attractive vehicle for investors seeking exposure to Indias growth trajectory.
As a non-diversified fund domiciled in the United States, EPI offers a unique gateway for investors to tap into Indias vibrant economy. Its listing on NYSE ARCA under the ticker EPI categorizes it as an India Equity ETF, providing a transparent and regulated investment avenue.
Additional Sources for EPI ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EPI ETF Overview
| Market Cap in USD | 2,949m |
| Category | India Equity |
| TER | 0.85% |
| IPO / Inception | 2008-02-22 |
EPI ETF Ratings
| Growth 5y | 71.1% |
| Fundamental | - |
| Dividend | 21.6% |
| Rel. Strength Industry | -10.4 |
| Analysts | - |
| Fair Price Momentum | 40.82 USD |
| Fair Price DCF | - |
EPI Dividends
| Dividend Yield 12m | 0.28% |
| Yield on Cost 5y | 0.79% |
| Annual Growth 5y | -11.82% |
| Payout Consistency | 89.3% |
EPI Growth Ratios
| Growth Correlation 3m | -97% |
| Growth Correlation 12m | -14.5% |
| Growth Correlation 5y | 89.5% |
| CAGR 5y | 21.81% |
| CAGR/Max DD 5y | 1.04 |
| Sharpe Ratio 12m | 1.49 |
| Alpha | -8.77 |
| Beta | 0.38 |
| Volatility | 16.11% |
| Current Volume | 645.4k |
| Average Volume 20d | 929.8k |
As of March 14, 2025, the stock is trading at USD 41.08 with a total of 645,431 shares traded.
Over the past week, the price has changed by -0.75%, over one month by -4.00%, over three months by -13.65% and over the past year by -3.04%.
Yes. Based on ValueRay Analyses, WisdomTree India Earnings (NYSE ARCA:EPI) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 71.14 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 March 2025 is 40.82. This means that EPI is currently overvalued and has a potential downside of -0.63%.
WisdomTree India Earnings has no consensus analysts rating.
According to ValueRays Forecast Model, EPI WisdomTree India Earnings will be worth about 44.5 in March 2026. The stock is currently trading at 41.08. This means that the stock has a potential upside of +8.23%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 44.5 | 8.2% |