WisdomTree India Hedged Equity Fund
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About INDH
The Fund employs a “passivemanagement” – or indexing – investment approach designed to track the performance of the Index. The Fund generallyuses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securitiesin the Index whose risk, return, and other characteristics resemble the risk, return, and other characteristics of the Index as a whole.Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes)in the constituent securities of its Index, each of which is a security issued by a company incorporated in India and the shares of whichare listed on an Indian stock exchange, or in financial instruments with economic characteristics that are similar to those of, or thatprovide investment exposure to one or more of the market risks associated with, the constituent securities. WisdomTree, Inc. (“WisdomTree”), the Index Provider and parent company of WisdomTreeAsset Management, Inc. (“WisdomTree Asset Management” or the “Adviser”), has created the Index to provide exposureto companies incorporated, listed, and traded in India, while at the same time “hedging” or neutralizing exposure to fluctuationsin the value of the Indian rupee relative to the U.S. dollar. The Index is based on a rules-based methodology overseen and implementedby the WisdomTree India Index Committee. The Index is reconstituted and rebalanced annually. To be eligible for inclusion in theIndex, a company must meet the following key criteria as of the annual screening date: (i) be incorporated in India; (ii) be listed onthe Bombay (Mumbai) Stock Exchange; (iii) have a float-adjusted market capitalization (“float-adjusted” means that the shareamounts reflect only shares available to investors) of at least $200 million; (iv) have a median daily dollar trading volume of at least$200,000 for each of the preceding six months; and (v) have a trading volume of at least 250,000 shares per month for each of the precedingsix months. The top 75 companies by float-adjusted market capitalization that meet the investment criteriaare selected as Index constituents. Each constituent is assigned an Index weight based on the company’s float-adjusted market capitalization,as modified to comply with limitations set forth in the Index methodology, certain of which are described below. On the Index’sannual screening date, the maximum weight of any constituent in the Index is capped at 10%, and the weight of constituents exposed toany one sector is capped at 30%. The Index also may adjust the weight of individual constituents on the annual screening date based oncertain quantitative thresholds or limits tied to key metrics of a constituent security, such as its trading volume. To the extent theIndex reduces an individual constituent’s weight, the excess weight will be reallocated on a pro rata basis among the other constituents.Similarly, if the Index increases a constituent’s weight, the weight of the other constituents will be reduced on a pro rata basisto contribute the weight needed for such increase. The Index weight of an individual constituent or constituents exposed to a singlesector may fluctuate above or below the specified caps between rebalance dates in response to market conditions. WisdomTree currently uses the Global Industry ClassificationStandard (GICS®), a widely recognized industryclassification methodology developed by MSCI, Inc. and Standard & Poor’s Financial Services LLC, to identify the extent ofthe Index’s exposure to a sector or industry. A GICS sector typically is composed of multiple industries. Because the Fund seeksto track the Index, it is expected to have the same sector and industry exposure as the Index. While the Index’s and the Fund’ssector exposure may vary from time to time, as of June 30, 2025, the Index, and, therefore, the Fund, had significant exposure (e.g.,approximately 15% or more of the Index’s total weight) to the Financials Sector. Tothe extent the Index is concentrated in the securities of companies assigned to a particular industry or group of industries, the Fundwill seek to concentrate its investments (i.e., invest more than 25% of its assets) in such industry or group of industries toapproximately the same extent as the Index. The Index “hedges” against, or seeks to minimize theimpact of, fluctuations in the relative value of the Indian rupee and the U.S. dollar. The Index is designed to have higher returns thanan equivalent un-hedged investment in Indian equity securities when the U.S. dollar is going up in value relative to the Indian rupee.Conversely, the Index is designed to have lower returns than an equivalent un-hedged investment in Indian equity securities when theU.S. dollar is falling in value relative to the Indian rupee. To hedge its currency exposure to the Indian rupee, the Index applies apublished one-month forward rate of the Indian rupee in U.S. dollars to the Index’s total equity exposure. Currency forward contracts and/or currency futures contracts areused to hedge the Fund’s exposure to the Indian rupee. The contract value of currency forward contracts and currency futures contractsin the Fund is based on the aggregate exposure of the Fund and Index to the Indian rupee. While this approach is designed to minimizethe impact of currency fluctuations on Fund returns, it does not necessarily eliminate the Fund’s exposure to all currency fluctuations.The return of the currency forward contracts and currency futures contracts held by the Fund may not fully hedge or completely offsetthe Fund’s exposure to the Indian rupee or fluctuations in its value relative to that of the U.S. dollar.
INDH News
- (INDH) Movement Within Algorithmic Entry Frameworks
- Behavioral Patterns of INDH and Institutional Flows
- (INDH) Movement Within Algorithmic Entry Frameworks
- How (INDH) Movements Inform Risk Allocation Models
- How (INDH) Movements Inform Risk Allocation Models
- Trading Systems Reacting to (INDH) Volatility
- How Wisdomtree Trust India Hedged Equity Fd (INDH) Affects Rotational Strategy Timing
Data for INDH is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.