(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 providedAdditional Sources for EPI ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
WisdomTree India Earnings has no consensus analysts rating.
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% |