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GEOA - ETF AI Analysis
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WisdomTree GeoAlpha Opportunities Fund (GEOA)
Rating:66Neutral
Price Target:―
Positive Factors
Broad Global Reach
The fund invests across several major countries, including the U.S., Japan, India, and key European markets, which helps spread out geographic risk.
Sector Diversification
Holdings are spread across multiple sectors such as industrials, consumer cyclical, materials, communication services, and technology, reducing reliance on any single industry.
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
Small Fund Size
With relatively low assets under management, the ETF may face higher trading spreads and a greater risk of closure compared with larger funds.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns for buy-and-hold investors.
Mixed Performance Among Top Holdings
While some major positions like Tokyo Electron, Mitsubishi Heavy Industries, and Marathon Petroleum have performed strongly, others such as Meta, Ericsson, IBM, and Union Pacific have been weaker, creating uneven contribution to returns.
GEOA vs. SPDR S&P 500 ETF (SPY)
AUM910.33K
RegionGlobal
Expense Ratio0.58%
Beta0.98
IssuerWisdomTree
Inception DateJul 08, 2025
Dividend Yield0.54%
Asset ClassEquity
Index TrackedWisdomTree GeoAlpha Opportunities Index - USD - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume37
30 Day Avg. Volume853
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GEOA Summary
The WisdomTree GeoAlpha Opportunities Fund (GEOA) is an ETF that follows the WisdomTree GeoAlpha Opportunities Index, aiming to find growth opportunities in stocks from around the world. It invests across many countries and sectors, including the U.S., Japan, and India, and holds well-known companies like Alphabet (Google’s parent) and Meta Platforms (Facebook). This fund may appeal to investors who want global diversification and the chance to benefit from economic and political shifts in different regions. However, its value can go up and down with global markets and changing geopolitical events.
How much will it cost me?The WisdomTree GeoAlpha Opportunities Fund (Ticker: GEOA) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a sophisticated strategy to select investments based on geopolitical and economic factors.
What would affect this ETF?The GEOA ETF could benefit from global economic growth and technological advancements, especially given its significant exposure to sectors like Industrials and Technology and top holdings such as Intel and Meta Platforms. However, it may face challenges from geopolitical tensions, regulatory changes, or economic slowdowns in key regions, which could impact its globally diversified portfolio. Additionally, fluctuations in energy prices or shifts in consumer demand could influence the performance of sectors like Energy and Consumer Cyclical.
GEOA Top 10 Holdings
GEOA’s story is a global one, with a clear tilt toward industrial and cyclical names, and a tech-and-communications cast driving the plot. Tokyo Electron and Mitsubishi Heavy are rising standouts, giving the fund a lift from Japan’s industrial and chip-related strength, while Sumitomo adds steady support. On the U.S. side, Alphabet has been a bright spot, but Meta’s recent slide has taken some shine off Big Tech. Union Pacific, IBM, and Ericsson look more mixed or lagging, acting as mild brakes rather than outright anchors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 4.89% | $44.58K | $1.63T | -4.08% | 76 Outperform | |
| Alphabet Class A | 4.69% | $42.84K | $3.67T | 75.32% | 85 Outperform | |
| Tokyo Electron | 4.01% | $36.62K | ¥19.88T | 74.10% | 73 Outperform | |
| Union Pacific | 2.74% | $25.01K | $157.25B | 8.37% | 72 Outperform | |
| United Parcel | 2.70% | $24.63K | $98.60B | 0.34% | 72 Outperform | |
| Deere | 2.61% | $23.85K | $160.82B | 35.21% | 66 Neutral | |
| Telefonaktiebolaget LM Ericsson Class B | 2.61% | $23.84K | kr336.61B | 19.56% | 72 Outperform | |
| Sumitomo | 2.60% | $23.70K | ¥7.94T | 96.99% | 77 Outperform | |
| Mitsubishi Heavy Industries | 2.46% | $22.44K | ¥16.65T | 133.62% | 60 Neutral | |
| Marathon Petroleum | 2.20% | $20.07K | $59.99B | 27.98% | 66 Neutral |
GEOA Technical Analysis
Positive
―
Price Trends
34.63
Positive
33.33
Positive
Market Momentum
0.57
Positive
64.00
Neutral
39.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GEOA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.01, equal to the 50-day MA of 34.63, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.57 indicates Positive momentum. The RSI at 64.00 is Neutral, neither overbought nor oversold. The STOCH value of 39.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GEOA.
GEOA Peer Comparison
Comparison Results
Performance Comparison
GEOA
WisdomTree GeoAlpha Opportunities Fund
36.66
6.81
22.81%
ICAP
InfraCap Equity Income Fund ETF
―
―
―
GINX
SGI Enhanced Global Income ETF
―
―
―
PRAY
FIS Biblically Responsible Risk Managed ETF
―
―
―
SAGP
Strategas Global Policy Opportunities ETF
―
―
―
GOP
Unusual Whales Subversive Republican Trading ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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