ETF Evaluator:
WisdomTree India Hedged Equity ()
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(as of Aug 25)
Best Performing in India Equity Over the Last Year
| 3.1% | VanEck India Growth Ldrs ETF (GLIN) |
| 1.7% | Matthews India Active ETF (INDE) |
| -0.8% | Simplify Tara India Opportunities ETF (IOPP) |
| -1.6% | First Trust India NIFTY 50 Equal Wtd ETF (NFTY) |
| -2.0% | Columbia India Consumer ETF (INCO) |
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Risk
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ETF Details
WisdomTree India Hedged Equity Overview
WisdomTree India Hedged Equity (INDH) is a passively managed International Equity India Equity exchange-traded fund (ETF). WisdomTree launched the ETF in 2024.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree India Hedged Equity Index.
Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index. WisdomTree, the index provider and parent company of WisdomTree Asset Management, Inc. has created the index to provide exposure to companies incorporated, listed, and traded in India, while at the same time “hedging” or neutralizing exposure to fluctuations in the value of the Indian rupee relative to the U.S. dollar. The fund is non-diversified.
About WisdomTree India Hedged Equity (INDH)
There are 5 members of the management team with an average tenure of 2.23 years: Marlene Walker-Smith (2024), David France (2024), Todd Frysinger (2024), Vlasta Sheremeta (2024) and Michael Stoll (2024). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 1 primary benchmark: WisdomTree India Hedged Equity TR USD index with a weighting of 100%. WisdomTree India Hedged Equity has 84 securities in its portfolio. The top 10 holdings constitute 45.3% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
WisdomTree India Hedged Equity is part of the Equity global asset class and is within the International Equity ETF group. WisdomTree India Hedged Equity has 101.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is -2.2% There is 101.5% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree India Hedged Equity has 0.7% of the portfolio in cash.
Assets Under Management
The fund has $5 million in total assets, which is below the $708 million average for the India Equity category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
INDH Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree India Hedged Equity expense ratio is above average compared to funds in the India Equity category. WisdomTree India Hedged Equity has an expense ratio of 0.64%, which is 7% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree India Hedged Equity has a portfolio turnover rate of 19%, which indicates that it holds its assets around / 0.1 years. By way of comparison, the average portfolio turnover is 35% for the India Equity category.
Recently, in the month of July 2026, WisdomTree India Hedged Equity returned 2.3%, which earned it a grade of B, as the India Equity category had an average return of 1.6%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
WisdomTree India Hedged Equity has a trailing yield of 0.00%, which is below the 0.82% category average.
The fund normally distributes its income quarterly and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
WisdomTree India Hedged Equity Grades
Year to date, the ETF has returned -7.0%, 0.5 percentage points worse than the category, which translates into a grade of C. The fund has returned -3.0% over the past year (grade of C).
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INDH Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| INDH Return (NAV) | 2.3% | 0.6% | -3.0% | na | na | na |
| INDH Return (Price) | 0.9% | -1.6% | -3.4% | na | na | na |
| NAV +/- Price Return | 1.373% | 2.226% | 0.326% | na | na | na |
| India Equity Avg | 1.6% | 3.3% | -4.7% | 5.3% | 4.9% | 6.8% |
| INDH Grade (NAV) | B | F | C | na | na | na |
| +/- Category (NAV) | 0.7% | -2.7% | 1.6% | na | na | na |
| INDH Tax-Cost Ratio | na | na | 1.9% | na | na | na |
INDH Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| INDH Return (NAV) | -7.0% | 6.7% | na | na | na | na | na | na | na | na | na |
| INDH Return (Price) | -6.9% | 6.7% | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | -0.004% | 0.010% | na | na | na | na | na | na | na | na | na |
| India Equity Avg | -6.4% | 0.7% | 12.4% | 26.7% | -9.8% | 26.5% | 13.6% | -0.2% | -13.5% | 44.0% | 0.8% |
| INDH Grade (NAV) | C | A | na | na | na | na | na | na | na | na | na |
| +/- Category | -0.5% | 6.0% | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | 0.0% |
| Total Assets: | $ 6 Mil |
| Share Class Assets: | $ 6 Mil |
| Turnover: | 19.0% |
| Expense Ratio: | 0.64% |
| Index Fund: | Yes |
| Index Tracked: | WisdomTree India Hedged Equity TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Quarterly |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 2.2 years | |||
| Average Tenure: 2.2 years | |||
| Managers (Year): Walker-Smith Marlene (2024), France David (2024), Frysinger Todd (2024), Sheremeta Vlasta (2024), Stoll Michael (2024) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 84 |
| % in Top 10 Holdings: | 45.3% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 101.5% |
Portfolio Allocation |
|
| Domestic Stock: | -2.2% |
| Foreign Stock: | 101.5% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.7% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Inception Date: | May 7, 2024 |
Expenses and Fees
| Expense Ratio (%): | 0.64% (Rating: Above Avg) |
| Category Average Expense Ratio (%): | 0.69% |
