Morningstar

WisdomTree India Earnings Fund EPI

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

Morningstar’s Analysis EPI

Will EPI outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree India Earnings ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 78.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wt India Investment Portfolio Inc

73.19 1B
—

Reliance Industries Ltd

0.71 13M
Energy

Oil & Natural Gas Corp Ltd

0.62 11M
Energy

Hindustan Petroleum Corp Ltd

0.59 11M
Energy

ICICI Bank Ltd

0.55 10M
Financial Services

Power Grid Corp Of India Ltd

0.50 9M
Utilities

HDFC Bank Ltd

0.50 9M
Financial Services

NTPC Ltd

0.48 9M
Utilities

Tech Mahindra Ltd

0.48 8M
Technology

Coal India Ltd

0.47 8M
Energy

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