OPPGWisdomTree GeoAlpha Opportunities Fund
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
#5,809 of 6,040 · small
Return (1Y)
+21.9%
Track Record
1 year
#4,459 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,211+22.1%
Total-return NAV, USD. Net of fund fees, before tax.
Holdings
By weightConcentration
Top 10 holdings = 29.3% of funddiversified
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%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.7%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
- 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 2026-09-18