WisdomTree India Earnings Fund
EPI
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 250 West 34th Street, 3rd Floor New York NY United States of America 10119
- IPO Date
- Feb 26, 2008
- CIK
- 0001350487
- Website
- wisdomtree.com
- Similar Companies
- Business
- WisdomTree India Earnings Fund (EPI) is an exchange-traded fund that seeks to track the price and yield performance, before fees and expenses, of the WisdomTree India Earnings Index, which measures the performance of profitable companies incorporated and traded in India that are eligible for purchase by foreign investors. The fund provides broad exposure to Indian all-cap equities of profitable companies using a valuation-centric, earnings-weighted approach rather than traditional market capitalization weighting; it invests in growth and value stocks across diversified sectors and market capitalizations, including large-cap (over 77%), mid-cap, and small-cap holdings, with top sectors typically encompassing financials, materials, energy, consumer discretionary, and industrials. EPI offers investors access to approximately 400 holdings listed primarily on the Bombay Stock Exchange, with 100% country allocation to India, an expense ratio of 0.87%, and options trading availability. Launched on February 22, 2008, and domiciled in the United States, the fund is managed by WisdomTree Asset Management, Inc., and Mellon Investments Corporation, with WisdomTree, Inc. headquartered in New York serving as the sponsor. The fund targets institutional and retail investors seeking emerging market exposure, particularly to India's domestic economy through profitable firms meeting liquidity and foreign investment criteria such as trading at least 250,000 shares monthly. As of mid-2025, EPI manages over $3.2 billion in assets with a CUSIP of 97717W422 and trades on U.S. exchanges. In a significant strategic development for its sponsor, WisdomTree, Inc. completed the acquisition of Ceres Partners, LLC, a U.S. farmland investment manager, in October 2025 for $275 million in cash plus up to $225 million in contingent earnouts, marking WisdomTree's entry into private asset markets and expanding beyond ETPs into real assets like farmland, solar, AI data infrastructure, and water rights. This transaction, announced in July 2025 and funded partly by convertible notes, positions the firm to offer diversified, income-generating solutions across public and private markets while enhancing its global asset management platform, which totals approximately $136 billion. No specific product launches, funding rounds, or reorganizations directly impact EPI, but the move underscores WisdomTree's broader innovation in tokenized assets, managed models, and alternative investments.