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GEOAWisdomTree GeoAlpha Opportunities Fund

Grow my money1y track record

Tracks the price and yield performance of the WisdomTree GeoAlpha Opportunities Index.

By WisdomTree · Launched 2025

Annual Cost

0.58%

#3,048 of 5,861 · average

Fund Size

$0.9M

#5,669 of 5,861 · small

Return (1Y)Goal

+24.0%

Track Record

1 year

#4,443 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,464+24.6%

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

What's inside

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 = 29.3% of fundwell diversified

Meta Platforms Inc
4.4%
Tokyo Electron Ltd.
3.7%
Alphabet Inc.
3.0%
Marathon Petroleum Corp.
2.9%
Sumitomo Corp.
2.8%
Telefonaktiebolaget LM Ericsson (publ)
2.7%
United Parcel Service, Inc.
2.6%
Deere & Company
2.4%
The Kroger Co.
2.4%
Mitsubishi Heavy Industries Ltd.
2.4%

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)
14.0%Moderate

Year-on-year price swings

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

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree GeoAlpha Opportunities Index.
Strategy
Employs a passive management approach to track the WisdomTree GeoAlpha Opportunities Index, investing in global companies with a market capitalization of at least $1 billion. The Fund has significant exposure to the Industrials and Information Technology sectors, reflecting the Index's focus on geopolitical events and fiscal policy shifts.
Inception date
July 3, 2025
Fund family
WisdomTree

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Data updated on 2026-08-04