Summary
WisdomTree India Hedged Equity Fund is an ETF - a fund traded on an exchange like a stock - run by WisdomTree. Positions inside: 82. The ten largest make up 45% of the fund.
- Yearly costs
- 0.64%
- Fund size
- $5.61M
- Positions
- 82
- Dividend yield
- 5.90%
- Running since
- 2024
What speaks for it
Nothing stands out in its favour.
What to watch
- 100% of the fund is in one country (India).
- Costs of 0.64% a year are above the middle of comparable funds (0.43%).
- A young fund: it has been running only since 2024.
- A small fund with $5.61M under management; small funds get closed more often.
- It trades little: only about $25.3K changes hands a day.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- +2.0%
- 3 months
- -4.4%
- This year
- -11%
- 1 year
- -15%
- Avg. market cap
- $64.7B
- P/E
- 20.4x
- Forward P/E
- 19.8x
- P/S
- 2.2x
- P/B
- 2.9x
- P/FCF
- -
- EV/EBITDA
- 11.5x
- Dividend yield
- 0.75%
- ROIC
- -
- ROE
- 19.4%
- Gross margin
- 36.5%
- Operating margin
- 20.1%
- Net margin
- 14.2%
- Payout ratio
- 15.3%
- Net debt/EBITDA
- 0.3x
- Beta
- 0.47
Weighted average of the 50 largest companies, which make up 88% of the fund. Banks and insurers are left out of the gross margin, the ROIC and the EBITDA figures.
What is inside?
Moderately concentrated- 1 REReliance Industries Limited RELIANCE.BO 8.0%
- 2 ICICICI Bank Limited ICICIBANK.BO 7.4%
- 3 HDHDFC Bank Limited HDFCBANK.BO 6.9%
- 4 BHBharti Airtel Limited BHARTIARTL.BO 5.1%
- 5 INInfosys Limited INFY.BO 4.2%
- 6 MAMahindra & Mahindra Limited MAHMF 3.0%
- 7 AXAxis Bank Limited AXISBANK.BO 3.0%
- 8 KOKotak Mahindra Bank Limited KOTAKBANK.BO 2.6%
- 9 LTLarsen & Toubro Limited LTOUF 2.6%
- 10 TCTata Consultancy Services Limited TCS.BO 2.5%
Positions in the fund: 82. The ten largest make up 45% of it.
Composition as of Oct 31, 2026.
Where is it spread?
One countryBy sector
- Financials 23%
- Consumer cyclical 14%
- Energy 11%
- Technology 11%
- Basic materials 8.7%
- Other 33%
By country
- India 100%
By company size
- Large cap 97%
- Mid cap 3.2%
By the company's market value: Mega cap from $200B, Large cap from $10B, Mid cap from $2B, Small cap from $300M, Micro cap below $300M.
Largest sector: Financials (23%). Largest country: India (100%). Largest size group: Large cap (97%).
What does it cost me?
Expensive- A year from $10,000
- $64.00
- Over 20 years
- $3,054
From every $10,000 invested the fund takes $64.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $3,054.
How has it done?
Losing value- Over the last year
- -15%
- Deepest drop
- -20%
- Yearly volatility
- 15%
Decline over the last year: 15%. Deepest drop in these years: 20% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 5.90%
- Payments a year
- 1
- Last payment
- $2.22
Over the last 12 months it paid $2.22 per share, which is 5.90% of today's price. The last payment was $2.22 on Dec 10, 2025.
Is it easy to buy and sell?
It trades little- Traded a day
- $25.3K
- Shares a day
- 672
On an average day about $25.3K of the fund changes hands.
How expensive are the companies inside?
Usual valuation- P/E of the companies inside
- 20.4
- Average Bulios Score
- 71 out of 100
Weight by Bulios Fair Price
- Undervalued 28%
- Fairly valued 11%
- Overvalued 61%
On average the companies inside trade for 20.4 times their yearly profit. By Fair Price, 61% of the rated weight comes out as overvalued.
Counted from its largest companies (50), which make up 88% of the fund. Each company counts by its weight. We use the metrics, the Bulios Score and the Fair Price of the companies themselves.
Similar funds
Funds that hold much of the same. The overlap says how much of their weight they share with this fund.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
XI XID.TO iShares India Index ETF | Canada | 0.75% | $84.6M | -24% | Pays out | 67% |
BS BSLNIFTY.BO Aditya Birla Sun Life Nifty 50 ETF | India | 0.05% | $3.49M | -9.7% | Reinvests | 67% |
MO MOM50.NS Motilal Oswal Nifty 50 ETF | India | 0.05% | $1.01M | -10% | Reinvests | 67% |
MO MOM50.BO Motilal Oswal Nifty 50 ETF | India | 0.05% | $1.02M | -9.9% | Reinvests | 67% |
SE SETFNIF50.NS SBI Nifty 50 ETF | India | 0.04% | $244.4M | -10% | Reinvests | 67% |
HD HDFCNIFTY.BO HDFC Nifty 50 ETF | India | 0.06% | $4.99M | -9.7% | Reinvests | 67% |