EPI 📈 WisdomTree India Earnings - Overview
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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EPI ETF Overview
Market Cap in USD | 3,719m |
Category | India Equity |
TER | 0.85% |
IPO / Inception | 2008-02-22 |
EPI ETF Ratings
Growth 5y | 81.1% |
Fundamental | - |
Dividend | 17.4% |
Rel. Strength Industry | -55.2 |
Analysts | - |
Fair Price Momentum | 44.55 USD |
Fair Price DCF | - |
EPI Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 88.6% |
EPI Growth Ratios
Growth Correlation 3m | -62.4% |
Growth Correlation 12m | 72.6% |
Growth Correlation 5y | 89.9% |
CAGR 5y | 15.03% |
CAGR/Mean DD 5y | 2.07 |
Sharpe Ratio 12m | 0.45 |
Alpha | -10.43 |
Beta | 0.73 |
Volatility | 15.00% |
Current Volume | 685.6k |
Average Volume 20d | 1089.4k |
As of December 27, 2024, the stock is trading at USD 45.82 with a total of 685,600 shares traded.
Over the past week, the price has changed by -1.21%, over one month by -2.80%, over three months by -9.75% and over the past year by +12.55%.
Yes. Based on ValueRay Analyses, WisdomTree India Earnings (NYSE ARCA:EPI) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 81.11 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 December 2024 is 44.55. This means that EPI is currently overvalued and has a potential downside of -2.77%.
WisdomTree India Earnings has no consensus analysts rating.
According to ValueRays Forecast Model, EPI WisdomTree India Earnings will be worth about 49.1 in December 2025. The stock is currently trading at 45.82. This means that the stock has a potential upside of +7.2%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 49.1 | 7.2% |