WisdomTree India Earnings Fund

WisdomTree Trust · 1 share class

Emerging-markets equity index ETF
One fund, 1 share class:EPI
$2.12B NAV
571 positions · as of 2026-06-30 · filed 2026-08-31

Fund classification

Classified from what the fund holds · as of 2026 Q2

WisdomTree India Earnings Fund is an emerging-markets equity index ETF that tracks the WisdomTree India Earnings Index.

Asset class
Equity
Region
Emerging markets
Management
Index (passive)
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q3

The WisdomTree India Earnings Fund (the Fund) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree India Earnings Index (the Index).

Strategy · summarised

The fund tracks the WisdomTree India Earnings Index using representative sampling, holding a sample of profitable Indian companies weighted by reported net income rather than market capitalization. The Index caps any single sector at 25% of weight and screens for companies with at least $5 million in annual earnings, $200 million market capitalization, and adequate trading volume. Because the fund samples rather than holds all index constituents, its performance may diverge from the Index. The fund gains exposure to Indian equities in part through a wholly-owned Mauritian subsidiary.

Expenses
0.84%one share class
Share classExpense ratio
EPI0.84%

Portfolio turnover 30.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.43%
of net assets
Stocks102.28%
Cash & short-term0.15%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 4 new4 exited

New: VEDANTA ALUMINIUM METAL LTD, VEDANTA POWER LTD, VEDANTA IRON AND STEEL LTD, VEDANTA OIL AND GAS LTD

Largest exited: Gujarat State Petronet Limited, HSBC BANK PLC ×2, TVS Motor Company Limited

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
-5.30%
3-year
+31.89%
5-year
+48.98%
Volatility
18.39%
Worst 3-yr fall
-21.43%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
RELIANCE INDUSTRIES LTD6.74%$143.03M
ICICI BANK LTD5.50%$116.82M
HDFC BANK LTD5.13%$108.87M
STATE BANK OF INDIA3.06%$64.94M
COAL INDIA LTD2.78%$58.95M
OIL AND NATURAL GAS CORP LTD2.63%$55.78M
INFOSYS LTD2.55%$54.22M
HINDALCO INDUSTRIES LTD2.41%$51.17M
NTPC LTD2.23%$47.24M
POWER GRID CORP OF INDIA LTD2.05%$43.62M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 35.07% of net assets, top 25 53.53%, across 570 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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