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GEOA - ETF AI Analysis
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WisdomTree GeoAlpha Opportunities Fund (GEOA)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Intel and Lam Research, have delivered strong year-to-date performance, driving the fund’s returns.
Global Diversification
The ETF has exposure to multiple countries, including Japan, India, and Germany, which helps reduce reliance on any single market.
Healthy Sector Spread
The fund is diversified across sectors like Industrials, Technology, and Materials, reducing the risk of sector-specific downturns.
Negative Factors
High U.S. Concentration
Over 50% of the fund’s assets are allocated to U.S. companies, making it sensitive to domestic market fluctuations.
Underperforming Holdings
Some holdings, such as United Parcel and Ericsson, have shown weak year-to-date performance, which could drag on overall returns.
Moderate Expense Ratio
The ETF’s expense ratio is higher than some low-cost alternatives, potentially reducing net returns for investors.
GEOA vs. SPDR S&P 500 ETF (SPY)
AUM834.45K
RegionGlobal
Expense Ratio0.58%
Beta1.09
IssuerWisdomTree
Inception DateJul 08, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedWisdomTree GeoAlpha Opportunities Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume913
30 Day Avg. Volume223
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
38.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GEOA Summary
The WisdomTree GeoAlpha Opportunities Fund (Ticker: GEOA) is an ETF that invests in companies worldwide, aiming to benefit from global economic and political trends. It tracks the WisdomTree GeoAlpha Opportunities Index, which includes businesses of all sizes across various industries, such as technology and industrials. Well-known companies like Intel and Meta Platforms are part of its holdings. This ETF could be a good choice for investors looking for international diversification and exposure to growth opportunities across multiple regions and sectors. However, new investors should note that its performance can be influenced by geopolitical events and market fluctuations, which may lead to ups and downs in value.
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
The WisdomTree GeoAlpha Opportunities Fund (GEOA) leans heavily on industrials and technology, with notable contributions from global names like Alphabet and Lam Research. Alphabet is rising steadily, fueled by its AI and cloud investments, while Lam Research benefits from bullish momentum tied to advanced tech demand. However, Meta Platforms is lagging, weighed down by bearish technicals and regulatory concerns. Intel also struggles with profitability challenges, acting as a drag on the fund. With a global mix of holdings, GEOA’s performance reflects a blend of innovation-driven growth and sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 4.93% | $41.23K | $1.62T | 3.85% | 76 Outperform | |
| Alphabet Class A | 4.77% | $39.90K | $3.74T | 62.94% | 85 Outperform | |
| Tokyo Electron | 3.00% | $25.06K | ¥14.43T | 31.32% | 73 Outperform | |
| Union Pacific | 2.73% | $22.80K | $142.33B | 2.12% | 75 Outperform | |
| United Parcel | 2.66% | $22.20K | $85.62B | -21.62% | 72 Outperform | |
| International Business Machines | 2.63% | $21.96K | $289.06B | 33.97% | 79 Outperform | |
| Sumitomo | 2.38% | $19.91K | ¥6.53T | 61.36% | 77 Outperform | |
| Telefonaktiebolaget LM Ericsson Class B | 2.34% | $19.56K | kr297.14B | -1.34% | 72 Outperform | |
| Marathon Petroleum | 2.25% | $18.76K | $55.84B | 27.62% | 70 Outperform | |
| Mitsubishi Heavy Industries | 2.23% | $18.67K | ¥13.98T | 76.67% | 60 Neutral |
GEOA Technical Analysis
Positive
―
Price Trends
32.36
Positive
31.25
Positive
Market Momentum
0.33
Negative
62.62
Neutral
84.23
Negative
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 32.57, equal to the 50-day MA of 32.36, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.33 indicates Negative momentum. The RSI at 62.62 is Neutral, neither overbought nor oversold. The STOCH value of 84.23 is Negative, 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
33.33
3.30
10.99%
GINX
SGI Enhanced Global Income ETF
―
―
―
ICAP
InfraCap Equity Income Fund ETF
―
―
―
PRAY
FIS Biblically Responsible Risk Managed ETF
―
―
―
TOLL
Tema Monopolies and Oligopolies 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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