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OPPGWisdomTree GeoAlpha Opportunities Fund

Grow my money1y track record

Seeks total return by investing primarily in equity securities of companies globally positioned to benefit from shifts in geopolitical and economic policy.

Launched 2025

Annual Cost

Fund Size

$0.9M

Return (1Y)Goal

N/A

Track Record

1 year

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return by investing primarily in equity securities of companies globally positioned to benefit from shifts in geopolitical and economic policy.
Strategy
Actively managed, investing primarily in equity securities of companies globally, selected for their exposure to four trends: geopolitical events, fiscal and monetary policy shifts, innovations in technology, and shifting consumer preferences. Securities selected for geopolitical exposure are generally given the largest weight, though the Adviser may vary the weight of each trend over time in response to market conditions. Eligible companies must have a market capitalization of at least $250 million and meet minimum trading-volume thresholds.
Inception date
July 3, 2025

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Data updated on 2026-08-04