Wisdomtree India Earnings Etf Profile
| EPI Etf | USD 44.70 0.08 0.18% |
Performance9 of 100
| Odds Of DistressLess than 9
|
WisdomTree India is trading at 44.70 as of the 25th of April 2024. This is a 0.18 percent increase since the beginning of the trading day. The etf's open price was 44.62. WisdomTree India has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for WisdomTree India Earnings are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2022 and ending today, the 25th of April 2024. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree India Earnings
Moving together with WisdomTree Etf
| 0.94 | INDA | iShares MSCI India | PairCorr |
| 0.83 | INDSX | Financial Investors Trust | PairCorr |
| 0.85 | PIN | Invesco India ETF | PairCorr |
| 0.94 | FLIN | Franklin FTSE India | PairCorr |
| 0.85 | GLIN | VanEck India Growth | PairCorr |
Moving against WisdomTree Etf
| 0.56 | HUM | Humana Inc Financial Report 7th of August 2024 | PairCorr |
| 0.46 | FNGD | MicroSectors FANG Index | PairCorr |
WisdomTree Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WisdomTree India's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree India or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| President | Jonathan Steinberg |
| Old Names | [EPI, WisdomTree Trust - WisdomTree India Earnings Fund] |
| Business Concentration | India Equity, WisdomTree (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 9.02 |
| Name | WisdomTree India Earnings Fund |
| Currency Code | USD |
| In Threey Volatility | 14.34 |
| 1y Volatility | 11.01 |
| 200 Day M A | 39.5482 |
| 50 Day M A | 43.8726 |
| Code | EPI |
| Updated At | 25th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.81 |
| Type | ETF |
WisdomTree India Earnings [EPI] is traded in USA and was established 2008-02-22. The fund is classified under India Equity category within WisdomTree family. WisdomTree India Earnings currently have 686.71 M in assets under management (AUM). , while the total return for the last 3 years was 16.9%.
Check WisdomTree India Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree India Earnings Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WisdomTree India Earnings Etf Constituents
| DELTACORP | Delta Corp Limited | Stock | Consumer Discretionary |
| TATAELXSI | Tata Elxsi Limited | Stock | Information Technology |
| DEVYANI | Devyani International Limited | Stock | Consumer Discretionary |
| NMDC | NMDC Limited | Stock | Materials |
| SUMICHEM | Sumitomo Chemical India | Stock | Materials |
| POLYMED | Poly Medicure Limited | Stock | Health Care |
| FEDERALBNK | The Federal Bank | Stock | Financials |
WisdomTree India Target Price Odds Analysis
Coming from a normal probability distribution, the odds of WisdomTree India jumping above the current price in 90 days from now is about 11.72%. The WisdomTree India Earnings probability density function shows the probability of WisdomTree India etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon WisdomTree India has a beta of 0.0818 suggesting as returns on the market go up, WisdomTree India average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree India Earnings will be expected to be much smaller as well. Additionally, wisdomTree India Earnings has an alpha of 0.1143, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of WisdomTree India to move above the current price in 90 days from now is about 11.72 (This WisdomTree India Earnings probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
WisdomTree India Top Holders
| ERBAX | Eaton Vance Richard | Mutual Fund | World Large-Stock Blend |
| ERBCX | Eaton Vance Richard | Mutual Fund | World Large-Stock Blend |
| ERBIX | Eaton Vance Richard | Mutual Fund | World Large-Stock Blend |
| FAPCX | Fidelity Intl Capital | Mutual Fund | Foreign Large Growth |
| MCEIX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts |
| MCEMX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts |
| MEFIX | Martin Currie Emerging | Mutual Fund | Diversified Emerging Mkts |
WisdomTree India Earnings Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree India market risk premium is the additional return an investor will receive from holding WisdomTree India long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree India. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although WisdomTree India's alpha and beta are two of the key measurements used to evaluate WisdomTree India's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0926 | |||
| Jensen Alpha | 0.1143 | |||
| Total Risk Alpha | 0.007 | |||
| Sortino Ratio | 0.0404 |
WisdomTree India Against Markets
Picking the right benchmark for WisdomTree India etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WisdomTree India etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WisdomTree India is critical whether you are bullish or bearish towards WisdomTree India Earnings at a given time. Please also check how WisdomTree India's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in WisdomTree India without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy WisdomTree Etf?
Before investing in WisdomTree India, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WisdomTree India. To buy WisdomTree India etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree India. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase WisdomTree India etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located WisdomTree India Earnings etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased WisdomTree India Earnings etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WisdomTree India Earnings, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree India guide.
Already Invested in WisdomTree India Earnings?
The danger of trading WisdomTree India Earnings is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree India is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree India. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree India Earnings is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WisdomTree India Earnings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WisdomTree India's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wisdomtree India Earnings Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Wisdomtree India Earnings Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree India Earnings. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of WisdomTree India Earnings is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree India's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree India's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree India's market value can be influenced by many factors that don't directly affect WisdomTree India's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree India's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree India is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree India's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.