OPPJ - ETF AI Analysis

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WisdomTree Japan Opportunities Fund (OPPJ)

Rating:69Neutral

Price Target:―

OPPJ, the WisdomTree Japan Opportunities Fund, has a solid overall rating driven mainly by large positions in trading companies like Sumitomo, Mitsui, and Marubeni, which benefit from strong financial performance, reasonable to attractive valuations, and generally positive long-term momentum. The fund is somewhat held back by weaker momentum or valuation concerns in names like Mitsubishi and Mitsubishi Heavy Industries, and its heavy concentration in Japanese trading and industrial companies is the main risk, as setbacks in this segment of Japan’s economy could impact many of its top holdings at once.

Positive Factors

Strong Recent Performance

The ETF has shown strong gains over the past three and twelve months, indicating solid recent momentum.

Leading Holdings Performing Well

Several of the largest positions, including major Japanese trading and industrial companies, have delivered strong year-to-date gains that support the fund’s returns.

Focused Exposure to Japanese Industrials

The fund’s heavy tilt toward Japanese industrial and related companies allows investors to benefit directly from strength in this part of Japan’s economy.

Negative Factors

High Sector Concentration

With most of the portfolio in industrials, the ETF is vulnerable if this single sector faces a downturn.

Top Holdings Dominate the Portfolio

A small group of large Japanese trading companies makes up a significant share of assets, increasing the impact if any of them stumble.

Limited Geographic Diversification

The ETF is almost entirely invested in Japan, so returns are highly sensitive to the Japanese economy and currency rather than being spread across global markets.

OPPJ vs. SPDR S&P 500 ETF (SPY)

AUM156.79M

RegionAsia-Pacific

Expense Ratio0.58%

Beta0.69

IssuerWisdomTree

Inception DateJun 28, 2013

Dividend Yield1.62%

Asset ClassEquity

Index TrackedWisdomTree Japan Opportunities Index - Benchmark TR Net

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume48,916

30 Day Avg. Volume32,007

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 mainly on Japanese companies. It holds a wide mix of businesses, with a big tilt toward industrial firms, plus consumer, financial, and tech names. Well-known holdings include trading giants Mitsubishi and Mitsui & Co. Someone might invest in this ETF to get diversified exposure to Japan’s economy and the growth potential of its companies, without worrying as much about yen–dollar currency swings. A key risk is that it is heavily tied to Japan’s stock market and industrial sector, so its value can rise and fall sharply.

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 is powered by a tight cluster of trading houses, with Marubeni, Sumitomo, Mitsui, Mitsubishi, and Itochu doing most of the heavy lifting. These names have been rising steadily, giving the fund a strong industrial backbone and making it quite concentrated in that corner of the market. On the sidelines, SoftBank Corp. looks more sluggish, offering little help lately, while Tokyo Electron and the heavy-industry duo Mitsubishi Heavy and Kawasaki add a punch of faster-growing, more cyclical exposure—all firmly rooted in Japan’s domestic market.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
8002	Marubeni	11.34%	$17.78M	¥8.57T	117.42%	71 Outperform
8053	Sumitomo	10.19%	$15.99M	¥7.56T	86.27%	77 Outperform
8031	Mitsui & Co	9.53%	$14.96M	¥14.37T	64.69%	74 Outperform
8058	Mitsubishi	8.67%	$13.60M	¥15.53T	66.86%	60 Neutral
8001	Itochu	7.67%	$12.03M	¥15.33T	33.98%	68 Neutral
9434	SoftBank Corp.	2.57%	$4.03M	¥9.95T	4.40%	64 Neutral
8035	Tokyo Electron	2.20%	$3.45M	¥18.93T	69.11%	73 Outperform
285A	Kioxia Holdings Corporation	2.10%	$3.30M	¥11.63T	1082.07%	63 Neutral
7011	Mitsubishi Heavy Industries	2.04%	$3.20M	¥15.19T	102.21%	60 Neutral
8078	Hanwa Co., Ltd.	1.95%	$3.05M	¥319.41B	44.14%	79 Outperform

OPPJ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

46.97

Positive

100DMA

44.67

Positive

200DMA

40.50

Positive

Market Momentum

MACD

1.12

Positive

RSI

65.31

Neutral

STOCH

42.78

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OPPJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.84, equal to the 50-day MA of 46.97, and equal to the 200-day MA of 40.50, indicating a bullish trend. The MACD of 1.12 indicates Positive momentum. The RSI at 65.31 is Neutral, neither overbought nor oversold. The STOCH value of 42.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OPPJ.

OPPJ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
OPPJ	―	―	$156.79M	0.58%	―
EWJV	―	―	$594.46M	0.15%	―
DBJP	―	―	$532.92M	0.45%	―
FJP	―	―	$222.95M	0.80%	―
JPXN	―	―	$124.39M	0.48%	―
FLJH	―	―	$121.16M	0.09%	―

Performance Comparison

OPPJ

WisdomTree Japan Opportunities Fund

51.06

17.58

52.51%

EWJV

iShares MSCI Japan Value ETF

―

DBJP

Xtrackers MSCI Japan Hedged Equity ETF

―

FJP

First Trust Japan AlphaDEX Fund

―

JPXN

iShares Japan Large-Cap

―

FLJH

Franklin FTSE Japan Hedged 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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