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EPI

WisdomTree India Earnings Fund

Earnings-weighted India ETF alternative to cap-weighted INDA. Tilts toward profitable companies, reducing exposure to overvalued growth stocks. Broader coverage than INDA with 400 holdings.

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EquityTER 0.85%Dist.
TER
0.85%
AUM
$3.5B
CAGR
4.4%
Volatility
26.8%
Sharpe
0.05
Max Drawdown
-61.3%
Data Range
2008-02 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD-10.9%
Worst DD-61.3%
Worst date2009-02

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return7.2%
Best29.2%
Worst-15.9%
% positive80%
183 periods

Key Facts

ISIN
US97717W8557
Issuer
WisdomTree
Benchmark
WisdomTree India Earnings Index
Total Expense Ratio (TER)
0.85%
Assets Under Management
$3.5B approx.
Inception Date
2008-02-22
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Optimized Sampling)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~400

Top 10 Holdings

Top 10 represent 42.5% of the fund.

1
RELIANCEReliance Industries
9.00%
2
INFYInfosys Ltd.
6.00%
3
HDFCBANKHDFC Bank
5.50%
4
TCSTata Consultancy
4.80%
5
ICICIBANKICICI Bank
4.50%
6
ITCITC Limited
3.20%
7
SBINState Bank of India
2.80%
8
HINDUNILVRHindustan Unilever
2.50%
9
BHARTIARTLBharti Airtel
2.20%
10
KOTAKBANKKotak Mahindra
2.00%

Sector Breakdown

Financials
25%
Technology
17%
Energy
12%
Consumer Staples
11%
Consumer Discretionary
8%
Industrials
6%
Communication Services
6%
Materials
5%

Source: Official issuer data · Last updated: 2026-05-12

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Who Is This ETF For?

✓Investors seeking growth exposure to emerging economies (China, India, Brazil, Taiwan, etc.).

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Political and currency risk in emerging markets. Higher volatility than developed markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), WisdomTree (metadata)Last verified: 2026-04-17

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💬 Frequently Asked Questions

Earnings-weighted India ETF alternative to cap-weighted INDA. Tilts toward profitable companies, reducing exposure to overvalued growth stocks. Broader coverage than INDA with 400 holdings.
EPI has a total expense ratio (TER) of 0.85%, which means you pay $85 per year for every $10,000 invested.
Yes, EPI is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.
EPI is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).
EPI uses optimized sampling, holding a representative subset of the WisdomTree India Earnings Index index to minimize costs while closely tracking performance.