(EPI) WisdomTree India Earnings - Ratings and Ratios

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

EPI: Indian, Stocks, Equities, Index, ETF

The WisdomTree India Earnings Fund (NYSE ARCA:EPI) is an exchange-traded fund (ETF) designed to track the performance of profitable Indian companies accessible to foreign investors. Under normal market conditions, the fund allocates at least 95% of its assets to securities in its underlying index or to investments with similar economic characteristics. The index focuses on companies incorporated and listed in India, emphasizing profitability and foreign investor eligibility as of the annual screening date. The fund is classified as non-diversified, allowing it to concentrate its holdings in a smaller number of securities. It is managed by WisdomTree, a global leader in ETFs, and provides exposure to Indias equity market for U.S. investors.

As of the latest data, the fund has assets under management (AUM) of $3.017 billion, indicating significant investor interest in Indian equities. Its average trading volume over the past 20 days is approximately 1.487 million shares, reflecting moderate liquidity. The funds technical indicators show a last price of $45.22, with key moving averages at $43.56 (20-day), $42.63 (50-day), and $46.16 (200-day). The Average True Range (ATR) of 0.77 suggests relatively stable price fluctuations.

3-Month Forecast: Based on the provided and , the WisdomTree India Earnings Fund (EPI) is expected to maintain its upward trajectory in the near term. The funds price is currently above its 20-day and 50-day moving averages, indicating bullish momentum. The 200-day moving average of $46.16 could act as a resistance level, while the ATR of 0.77 suggests moderate volatility. With AUM of $3.017 billion, the funds liquidity remains robust, supporting its stability. Over the next three months, EPI is projected to trade within a range of $44 to $47, influenced by broader market conditions and Indias economic fundamentals.

Additional Sources for EPI ETF

EPI ETF Overview

Market Cap in USD 3,017m
Category India Equity
TER 0.85%
IPO / Inception 2008-02-22

EPI ETF Ratings

Growth Rating 62.6
Fundamental -
Dividend Rating 15.3
Rel. Strength -10.1
Analysts -
Fair Price Momentum 48.05 USD
Fair Price DCF -

EPI Dividends

Dividend Yield 12m 0.26%
Yield on Cost 5y 0.75%
Annual Growth 5y -11.82%
Payout Consistency 89.2%

EPI Growth Ratios

Growth Correlation 3m 40.6%
Growth Correlation 12m -60.4%
Growth Correlation 5y 88.7%
CAGR 5y 22.55%
CAGR/Max DD 5y 1.08
Sharpe Ratio 12m 1.11
Alpha -7.14
Beta 0.463
Volatility 16.59%
Current Volume 941k
Average Volume 20d 1487.5k
What is the price of EPI stocks?
As of May 01, 2025, the stock is trading at USD 45.32 with a total of 940,957 shares traded.
Over the past week, the price has changed by +0.85%, over one month by +3.68%, over three months by +3.92% and over the past year by +0.62%.
Is WisdomTree India Earnings a good stock to buy?
Yes. Based on ValueRay Analyses, WisdomTree India Earnings (NYSE ARCA:EPI) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 62.62 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 May 2025 is 48.05. This means that EPI is currently overvalued and has a potential downside of 6.02%.
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 52.8 in May 2026. The stock is currently trading at 45.32. This means that the stock has a potential upside of +16.53%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 52.8 16.5%