OPPJ - ETF AI Analysis
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WisdomTree Japan Opportunities Fund (OPPJ)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid recent momentum.
Leading Holdings Performing Well
Several of the largest positions, including major trading companies and technology names, have delivered strong returns, helping drive the fund’s overall results.
Focused Exposure to Japanese Industrials and Technology
The fund’s heavy tilt toward Japanese industrial and technology companies gives investors targeted exposure to areas that have been performing well within Japan’s market.
Negative Factors
High Country Concentration
With almost all assets invested in Japan, the ETF is heavily exposed to economic and market risks specific to that country.
Sector Concentration in Industrials
More than half of the portfolio is in industrial companies, which increases vulnerability if that single sector faces a downturn.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.
OPPJ vs. SPDR S&P 500 ETF (SPY)
AUM281.06M
RegionAsia-Pacific
Expense Ratio0.58%
Beta0.70
IssuerWisdomTree
Inception DateJun 28, 2013
Dividend Yield1.13%
Asset ClassEquity
Index TrackedWisdomTree Japan Opportunities Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume83,970
30 Day Avg. Volume82,026
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
OPPJ Summary
The WisdomTree Japan Opportunities Fund (OPPJ) is an ETF that follows the WisdomTree Japan Opportunities Index, focusing on Japanese companies, especially smaller and mid-sized ones. It mainly holds industrial and technology businesses that benefit from Japan’s local economy. Well-known names in the fund include Mitsubishi and Mitsui & Co. Someone might invest in this ETF to seek growth from Japan’s smaller companies while spreading risk across many stocks in different sectors. A key risk is that it is heavily tied to Japan’s stock market, so its value can go up and down with Japanese economic conditions.
How much will it cost me?The WisdomTree Japan Opportunities Fund (OPPJ) 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 for ETFs because it is actively managed and focuses on a niche market of Japanese small-cap equities with currency hedging strategies.
What would affect this ETF?The WisdomTree Japan Opportunities Fund could benefit from Japan's economic growth and innovation, particularly in the industrial and consumer cyclical sectors, which make up a significant portion of its holdings. However, potential risks include global economic slowdowns, changes in trade policies, or unfavorable currency movements despite the fund's hedging strategy. Additionally, sector-specific challenges, such as fluctuating demand in industrials or regulatory shifts, could impact performance.
OPPJ Top 10 Holdings
This Japan-focused ETF leans heavily on industrial trading houses like Sumitomo, Mitsubishi, Marubeni, and Mitsui, which together act as the fund’s engine but have recently been sputtering, with several names losing steam in the short term. Offsetting that, Kioxia and Tokyo Electron are rising standouts in the tech sleeve, giving the portfolio a lift from Japan’s semiconductor and electronics boom. Tsugami and Panasonic add steady industrial and consumer exposure. Overall, it’s a Japan-only story, concentrated in industrials with a strong undercurrent of tech-driven momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Sumitomo | 7.33% | $20.53M | ¥7.68T | 65.79% | 77 Outperform | |
| Kioxia Holdings Corporation | 7.02% | $19.64M | ¥59.43T | 4156.07% | 63 Neutral | |
| Marubeni | 6.85% | $19.17M | ¥8.20T | 52.90% | 71 Outperform | |
| Mitsubishi | 6.83% | $19.11M | ¥15.76T | 50.52% | 60 Neutral | |
| Mitsui & Co | 6.21% | $17.39M | ¥13.26T | 42.16% | 74 Outperform | |
| Itochu | 5.17% | $14.48M | ¥14.37T | 14.04% | 68 Neutral | |
| Tokio Marine Holdings | 3.69% | $10.32M | ¥13.69T | 10.14% | 66 Neutral | |
| Tokyo Electron | 3.19% | $8.92M | ¥34.26T | 208.65% | 73 Outperform | |
| Panasonic | 2.59% | $7.25M | ¥10.32T | 181.42% | 73 Outperform | |
| Tsugami Corp. | 2.52% | $7.05M | ¥345.37B | 330.07% | 79 Outperform |
OPPJ Technical Analysis
Neutral
―
Price Trends
57.80
Negative
56.43
Positive
50.68
Positive
Market Momentum
-0.05
Positive
45.45
Neutral
17.21
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OPPJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 58.03, equal to the 50-day MA of 57.80, and equal to the 200-day MA of 50.68, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 45.45 is Neutral, neither overbought nor oversold. The STOCH value of 17.21 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for OPPJ.
OPPJ Peer Comparison
Comparison Results
Performance Comparison
OPPJ
WisdomTree Japan Opportunities Fund
57.23
21.65
60.85%
EWJV
iShares MSCI Japan Value ETF
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―
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DBJP
Xtrackers MSCI Japan Hedged Equity ETF
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―
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FJP
First Trust Japan AlphaDEX Fund
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―
―
FLJH
Franklin FTSE Japan Hedged ETF
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―
―
JPXN
iShares Japan Large-Cap
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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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