OPPE - ETF AI Analysis
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Wisdomtree European Opportunities Fund (OPPE)
Rating:56Neutral
Price Target:―
Positive Factors
Strong Geographic Diversification
The ETF invests across multiple European countries, reducing reliance on any single economy.
Industrial Sector Strength
With significant exposure to the industrials sector, the fund benefits from a strong-performing area of the market.
Healthy Year-to-Date Performance
The ETF has delivered strong gains so far this year, reflecting positive momentum.
Negative Factors
Moderate Expense Ratio
The fund's expense ratio is higher than some low-cost ETFs, which could eat into long-term returns.
Underweight Technology Sector
The ETF has minimal exposure to the technology sector, potentially missing out on growth opportunities in this area.
Concentration in Industrials
A large allocation to the industrials sector increases the fund's sensitivity to downturns in this industry.
OPPE vs. SPDR S&P 500 ETF (SPY)
AUM279.33M
RegionEurope
Expense Ratio0.58%
Beta0.67
IssuerWisdomTree
Inception DateMar 04, 2015
Dividend Yield2.75%
Asset ClassEquity
Index TrackedWisdomTree European Opportunities Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,798
30 Day Avg. Volume27,570
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
63.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering89
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
OPPE Summary
The WisdomTree European Opportunities Fund (ticker: OPPE) is an ETF that focuses on small-cap companies in Europe, offering exposure to dynamic and fast-growing businesses. It tracks the WisdomTree European Opportunities Index and includes well-known companies like thyssenkrupp and Hexagon AB. This ETF is designed for investors seeking international diversification and the potential for higher growth often found in smaller, more agile firms. Additionally, it uses a currency hedging strategy to reduce the impact of euro-to-dollar fluctuations. However, new investors should note that small-cap stocks can be more volatile than larger companies, which means their prices can rise and fall more dramatically.
How much will it cost me?The ETF 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, focusing on European small-cap equities and employing a currency hedging strategy to reduce volatility.
What would affect this ETF?The WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) could benefit from economic recovery in Europe, particularly in industrials and financials, which are its largest sector exposures. Additionally, its currency hedging strategy protects US investors from euro-dollar fluctuations, offering stability. However, potential risks include economic slowdowns in Europe, regulatory changes, or sector-specific challenges, particularly in industries like materials and consumer discretionary, which are sensitive to economic cycles.
OPPE Top 10 Holdings
This Europe-focused small-cap ETF leans heavily on industrial and materials names, with steel giants ArcelorMittal and Thyssenkrupp helping to power recent gains as they ride improving sentiment in cyclicals. Commodities heavyweight Glencore is also rising, giving the fund an extra boost from the resources side. On the other hand, Swedish tech player Hexagon is losing steam, acting as a drag amid weaker momentum. Financials like Barclays and HSBC are holding steady to slightly positive, adding some balance. Overall, the fund is firmly anchored in developed Europe, with no single stock dominating risk.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| thyssenkrupp | 2.60% | $6.12M | €7.03B | 134.46% | 59 Neutral | |
| Glencore | 2.42% | $5.70M | £59.21B | 43.90% | 68 Neutral | |
| ArcelorMittal | 2.23% | $5.26M | €34.80B | 94.88% | 73 Outperform | |
| Hexagon AB | 1.95% | $4.59M | kr270.59B | -14.20% | 60 Neutral | |
| ― | 1.94% | $4.56M | ― | ― | ― | |
| ABB Ltd | 1.89% | $4.46M | kr1.28T | 30.17% | 78 Outperform | |
| Barclays | 1.83% | $4.31M | £66.23B | 62.14% | 78 Outperform | |
| ― | 1.79% | $4.22M | ― | ― | ― | |
| HSBC Holdings | 1.75% | $4.13M | £216.17B | 51.15% | 80 Outperform | |
| ― | 1.72% | $4.04M | ― | ― | ― |
OPPE Technical Analysis
Neutral
―
Price Trends
57.03
Positive
55.60
Positive
52.67
Positive
Market Momentum
0.21
Positive
49.31
Neutral
64.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OPPE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 57.65, equal to the 50-day MA of 57.03, and equal to the 200-day MA of 52.67, indicating a neutral trend. The MACD of 0.21 indicates Positive momentum. The RSI at 49.31 is Neutral, neither overbought nor oversold. The STOCH value of 64.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for OPPE.
OPPE Peer Comparison
Comparison Results
Performance Comparison
OPPE
Wisdomtree European Opportunities Fund
57.21
12.23
27.19%
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
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―
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SPEU
SPDR Portfolio Europe ETF
―
―
―
FEUZ
First Trust Eurozone AlphaDEX ETF
―
―
―
FLEE
Franklin FTSE Europe ETF
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―
GSEU
Goldman Sachs ActiveBeta Europe Equity ETF
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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.
DisclaimerThis 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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