OPPEWisdomTree European Opportunities Fund

Grow my money11y track recordRanked #1,070 of 2,960 in this goal

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

By WisdomTree · Launched 2015

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$278M

#2,010 of 5,562 · mid-size

Return (1Y)Goal

+27.3%

Track Record

11 years

#1,279 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,767+27.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Factor

Value

Index tracked

WisdomTree European Opportunities Index

What it actually holds

By weight

Concentration

Top 10 holdings = 19.5% of fund✓ well diversified

thyssenkrupp AG

2.2%

Hexagon AB

2.2%

DREY INST PREF GOV MM-MDSVXX

2.0%

ArcelorMittal SA

2.0%

Glencore PLC

2.0%

Tryg A/S

1.9%

Barclays PLC

1.9%

AIB Group PLC

1.8%

ORLEN SA

1.8%

Bayerische Motoren Werke AG

1.8%

Asset allocation

Stocks

100.0%

By sector

Industrials

28.1%

Financial Services

23.3%

Basic Materials

11.0%

Energy

8.7%

Technology

7.8%

Utilities

6.0%

Healthcare

4.6%

Consumer Defensive

4.2%

Other

6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.4%Moderate

Year-on-year price swings

Max drawdown

-39.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.75Good downside protection

Where to buy

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 Index using representative sampling. Invests at least 80% of net assets in Index constituents and similar investments, focusing on value stocks and companies benefiting from geopolitical shifts.
Inception date: March 4, 2015
Fund family: WisdomTree