GEOAWisdomTree GeoAlpha Opportunities Fund

Grow my moneyNewRanked #2,735 of 2,960 in this goal

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

By WisdomTree · Launched 2025

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$0.9M

#5,477 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

11 months

#4,542 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,170+21.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Index tracked

WisdomTree GeoAlpha Opportunities Index

What it actually holds

By weight

Concentration

Top 10 holdings = 30.1% of fund✓ well diversified

Meta Platforms Inc

5.1%

Alphabet Inc

4.9%

Tokyo Electron Ltd

3.3%

Union Pacific Corp

2.6%

United Parcel Service Inc

2.6%

IBM

2.5%

Ericsson

2.4%

Sumitomo Corp

2.4%

Mahindra & Mahindra Ltd

2.1%

Deere & Co

2.1%

Asset allocation

Stocks

99.6%

Other

0.2%

Cash

0.2%

By sector

Industrials

27.6%

Consumer Cyclical

13.3%

Technology

12.5%

Communication

11.3%

Energy

10.9%

Consumer Defensive

10.7%

Basic Materials

10.1%

Financial Services

3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree GeoAlpha Opportunities Index.
Strategy: Employs a passive management approach designed to track the WisdomTree GeoAlpha Opportunities Index using representative sampling. The Index targets global companies benefitting from geopolitical policy shifts, with allocations based on specific trends.
Inception date: July 3, 2025
Fund family: WisdomTree