This fund has been delisted and is no longer available for trading.

EUSCWisdomTree European Opportunities Fund

Grow my money11y track record

Seeks to track the price and yield performance of the WisdomTree European Opportunities Index.

By WisdomTree · Launched 2015

Annual Cost

0.58%

#3,010 of 5,822 · average

Fund Size

$129M

#2,799 of 5,822 · mid-size

Return (1Y)Goal

+30.0%

Track Record

11 years

#1,382 of 5,822 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,762+27.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Small

Strategy

Index tracking

Index tracked

WisdomTree European Opportunities Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.3% of fund✓ well diversified

WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX

2.7%

Glencore PLC

2.7%

Eni SpA

2.4%

Orlen SA

2.3%

ArcelorMittal S.A.

2.0%

TotalEnergies SE

2.0%

Nokia Corp

1.9%

AP Moller-Maersk

1.8%

ABB Ltd.

1.8%

AIB Group PLC

1.7%

Asset allocation

Stocks

100.0%

By sector

Financial Services

28.4%

Industrials

20.1%

Real Estate

9.3%

Consumer Cyclical

9.1%

Utilities

6.5%

Basic Materials

6.5%

Communication

5.0%

Technology

4.4%

Other

10.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.5%Moderate

Year-on-year price swings

Max drawdown

-39.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.21Strong risk-adjusted returns

Sortino (3Y)

1.79Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree European Opportunities Index.
Strategy: Employs a passive management approach designed to track the WisdomTree European Opportunities Index. Invests primarily in a sample of securities in the Index, focusing on companies in Europe that are value stocks and benefit from geopolitical shifts. Allocates approximately two-thirds to high total shareholder yield companies and one-third to companies exposed to thematic opportunities. The Index is reconstituted quarterly and may include companies from various European countries, with significant exposure to the UK and France.
Inception date: March 4, 2015
Fund family: WisdomTree