London Stock Exchange ETF segment · UCITS ETF
Invest in WTVU ETF from India
Indian and foreign residents can buy WisdomTree US Value UCITS ETF (WTVU) units directly through Paasa.
By Paasa · Updated
WTVU at a glance
- Price
- $28.80+$0.23 (0.79%)
- Expense ratio
- 0.2%
- Day range
- $28.80 – $28.89
- Assets
- $13.0M
- Domicile
- Ireland
- Holdings
- 165
- Launched
- 2025
- Dividends
- Accumulating
- 1 month
- -7.14%
- 6 months
- +18.35%
- YTD
- +11.26%
- 1 year
- —
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1Atlassian Corp -Class A2.8%
- 2Workday Inc2.0%
- 3Salesforce Inc1.9%
- 4Zebra Technologies Corp1.8%
- 5Docusign Inc1.8%
- 6Gartner Inc1.8%
- 7HP Inc1.7%
- 8GoDaddy Inc - Class A1.7%
- 9Dell Technologies -C1.5%
- 10Adobe Inc1.4%
WTVU holds 165 securities in total. These 10 are 18.4% of the fund.
Where the money is invested
Sectors
- Technology34.2%
- Financial Services20.6%
- Consumer Cyclical10.9%
- Healthcare7.8%
- Industrials6.9%
- Communication Services6.3%
Countries
- United States90.4%
- Other3.2%
- Australia2.8%
- Bermuda1.6%
- Ireland0.6%
- United Kingdom0.6%
How to invest in WTVU from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.
Step 3
Search WTVU and buy
Find the fund by its ticker, WTVU, on the London Stock Exchange ETF segment, and place your order.
Why invest in WTVU from India
What WTVU holds
The WisdomTree US Value UCITS ETF (the Fund) seeks to track the price and yield performance, before fees and expenses, of the Index.
Outside US estate tax
WTVU is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Dividends reinvested for you
Dividends from WTVU's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
Hold a dollar asset
WTVU is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Why WTVU's UCITS structure matters for Indian investors
WTVU is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy WTVU from India?
Yes. Indian residents can buy WisdomTree US Value UCITS ETF (WTVU) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in US dollars. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does WTVU invest in?
WisdomTree US Value UCITS ETF holds 165 securities. Its largest holdings are Atlassian Corp -Class A (2.8%), Workday Inc (2.0%) and Salesforce Inc (1.9%). Technology is its largest sector at 34.2%. It is an accumulating fund domiciled in Ireland.
What is the expense ratio of WTVU?
WisdomTree US Value UCITS ETF has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about $13.0M.
Is WTVU a UCITS ETF, and why does that matter for Indian investors?
Yes. WisdomTree US Value UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
Does WTVU pay dividends?
No. WisdomTree US Value UCITS ETF is an accumulating fund. Dividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
What tax do I pay in India when I sell WTVU?
In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the USD/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.