WisdomTree India Hedged Equity Fund (INDH US) – Portfolio Construction Methodology

The underlying WisdomTree India Hedged Equity Index provides equity exposure to large and mid-sized Indian companies while systematically neutralizing Indian rupee fluctuations versus USD. Eligible constituents are India-incorporated operating companies with primary listings on local exchanges; investment companies, funds, rights and preferreds are excluded. From this universe, the 75 largest names by float-adjusted market cap that satisfy WisdomTree’s minimum size and liquidity screens are selected. Constituents are weighted in proportion to float-adjusted market cap further scaled for foreign-investor access so that shares not freely available receive reduced effective weights. The unhedged equity basket is reconstituted annually using late-year market data, with changes implemented each December. A separate index-level overlay then fully hedges INR exposure using a ladder of one-month INR forward contracts, sized from currency exposures set at each month end, so that day-to-day index returns largely reflect local equity performance rather than FX moves.

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