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WisdomTree India Earnings ETF EPI

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis EPI

Will EPI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EPI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree India Earnings ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EPI

More EPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reliance Industries Ltd

8.11 244.7 Mil
Energy

HDFC Bank Ltd

5.26 158.5 Mil
Financial Services

ICICI Bank Ltd

4.80 144.7 Mil
Financial Services

Infosys Ltd

4.07 122.9 Mil
Technology

Oil & Natural Gas Corp Ltd

3.34 100.8 Mil
Energy

Coal India Ltd

2.94 88.7 Mil
Energy

Tata Consultancy Services Ltd

2.53 76.4 Mil
Technology

NTPC Ltd

2.40 72.5 Mil
Utilities

State Bank of India

2.36 71.3 Mil
Financial Services

Power Grid Corp Of India Ltd

2.27 68.5 Mil
Utilities