EPI vs FLIN: Holdings Overlap
EPIWisdomTree India Earnings Fund
WisdomTree · 568 holdings · $2.0B · as of 2026-03-31
Franklin Templeton · 273 holdings · $2.7B · as of 2026-03-31
How similar are EPI and FLIN?
WisdomTree India Earnings Fund (EPI, by WisdomTree) holds 568 positions; Franklin FTSE India ETF (FLIN, by Franklin Templeton) holds 273. They have 230 holdings in common, and by portfolio weight the two funds are 66.7% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 66.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 230EPI holds 568 · FLIN holds 273
- Weight in Shared Holdings
- EPI 91%·FLIN 90%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in EPI
338 of 568 positions (11.0% of the fund) are not held by FLIN. Showing the top 30 by weight.
Only in FLIN
43 of 273 positions (9.4% of the fund) are not held by EPI. Showing the top 30 by weight.
Sector Breakdown
| Sector | EPI | FLIN |
|---|---|---|
| Financials | 17.8% | 19.6% |
| Energy | 17.1% | 9.0% |
| Materials | 9.9% | 6.6% |
| Consumer Discretionary | 5.2% | 8.9% |
| Information Technology | 7.3% | 7.0% |
| Other Sectors | 17.7% | 21.4% |
| Unclassified | 26.7% | 26.7% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (26% of EPI, 27% of FLIN).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EPI | +2.5% | -5.6% | -2.0% | +6.8% | +6.0% | +8.7% | — |
| FLIN | +2.1% | -6.3% | -3.6% | +5.8% | +4.6% | — | 0.42% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in EPI vs FLIN →
Shared Holdings(230)
The top 10 shared positions account for 41% of the overlap, led by RELIANCE, HDFCB and ICICIBC.
 RELIANCEReliance Industries Ltd. INR10(100%DEMAT) | 7.52% | 6.39% | 6.39% |
|---|---|---|---|
 HDFCBHDFC Bank Ltd. INR1 | 5.05% | 5.79% | 5.05% |
 ICICIBCICICI Bank Ltd. INR2 | 5.19% | 4.44% | 4.44% |
 INFOInfosys Ltd. INR5 | 3.43% | 3.00% | 3.00% |
 MMMahindra & Mahindra Ltd. INR5 | 1.58% | 1.92% | 1.58% |
 AXSBAxis Bank Ltd. INR2 | 1.57% | 1.86% | 1.57% |
 BHARTIBharti Airtel Ltd. INR5 | 1.47% | 3.69% | 1.47% |
 TCSTata Consultancy Services Ltd. INR1 | 1.39% | 1.68% | 1.39% |
 KMBKotak Mahindra Bank Ltd. INR1(POST SUBD) | 1.33% | 1.35% | 1.33% |
 SBINState Bank of India INR1 | 3.14% | 1.26% | 1.26% |
 NTPCNTPC Ltd. INR10 | 2.49% | 1.23% | 1.23% |
 LTLarsen & Toubro Ltd. INR2 | 1.21% | 1.65% | 1.21% |
 SUNPSun Pharmaceutical Industries Ltd. INR1(DEMAT) | 1.15% | 1.31% | 1.15% |
 TATATata Steel Ltd. INR1.00(POST SUBDIVISION) | 1.73% | 1.11% | 1.11% |
 HCLTHCL Technologies Ltd. INR2 | 1.13% | 0.99% | 0.99% |
 PWGRPower Grid Corporation of India Ltd. INR10 | 2.28% | 0.93% | 0.93% |
 HNDLHindalco Industries Ltd. INR1 | 2.39% | 0.90% | 0.90% |
 MSILMaruti Suzuki India Ltd. INR5 | 0.84% | 1.13% | 0.84% |
 BHEBharat Electronics Ltd. INR1 | 0.80% | 1.00% | 0.80% |
 ONGCOil & Natural Gas Corp Ltd. INR5 | 3.42% | 0.77% | 0.77% |
 VEDLVedanta Ltd. INR1 | 1.70% | 0.74% | 0.74% |
 COALCoal India Ltd. INR10 | 3.06% | 0.71% | 0.71% |
 GRASIMGrasim Industries Ltd. INR2 | 1.10% | 0.63% | 0.63% |
 HUVRHindustan Unilever Ltd. INR1 | 0.62% | 1.27% | 0.62% |
 EIMEicher Motors Ltd. INR1 | 0.61% | 0.61% | 0.61% |
Frequently Asked Questions
How much do EPI and FLIN overlap?
EPI and FLIN overlap by 66.7% of portfolio weight. They share 230 holdings (EPI holds 568 positions and FLIN holds 273), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EPI and FLIN?
The two portfolios are 66.7% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of EPI and FLIN?
The largest positions held by both funds are RELIANCE, HDFCB, ICICIBC, INFO and MM. Together the top 10 shared positions account for 41% of the total overlap.
What does EPI own that FLIN doesn't?
338 positions (11.0% of EPI) are unique to EPI, led by GESCO, REDI and KVB. In the other direction, 43 positions (9.4% of FLIN) are unique to FLIN.