WisdomTree India Earnings Fund

Frequently Asked Questions About EPI

What does EPI invest in?

WisdomTree India Earnings Fund seeks to track the investment results of profitable companies in the Indian equity market. EPI offers exposure to Indian equities, weighting individual holdings by earnings instead of market capitalization. The fund tracks the WisdomTree India Earnings Index, which is composed of profitable companies incorporated and traded in India and weighted based on their earnings.

What is the expense ratio of EPI?

WisdomTree India Earnings Fund (EPI) charges an expense ratio of 0.84%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EPI?

WisdomTree India Earnings Fund (EPI) manages $1.80B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is EPI actively managed or an index fund?

EPI is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (EPI's is 0.84%) because there's no security selection cost.

When was EPI launched?

WisdomTree India Earnings Fund (EPI) launched in February 2008 and is managed by WisdomTree.

How has EPI performed?

EPI's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.