GEOA - ETF AI Analysis
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WisdomTree GeoAlpha Opportunities Fund (GEOA)
Rating:67Neutral
Price Target:―
Positive Factors
Solid Year-to-Date Performance
The fund has delivered strong gains so far this year, showing positive momentum for investors.
Global Diversification
Holdings spread across the U.S., Japan, India, and several European countries help reduce reliance on any single market.
Mix of Growth and Cyclical Sectors
Exposure to technology, communication services, consumer sectors, and industrials provides a blend of growth potential and economic-cycle sensitivity.
Negative Factors
High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can eat into long-term returns.
Small Asset Base
With relatively low assets under management, the fund may face higher trading spreads and a greater risk of changes to its strategy or viability.
Mixed Performance Among Top Holdings
Some major positions, such as Meta Platforms, Salesforce, and LVMH, have shown weak or negative performance, which can drag on overall returns.
GEOA vs. SPDR S&P 500 ETF (SPY)
AUM1.84M
RegionGlobal
Expense Ratio0.58%
Beta0.91
IssuerWisdomTree
Inception DateJul 08, 2025
Dividend Yield0.55%
Asset ClassEquity
Index TrackedWisdomTree GeoAlpha Opportunities Index - USD - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,918
30 Day Avg. Volume758
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
40.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering63
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 many countries and company sizes. It holds well-known names like Meta Platforms and Alphabet (Google’s parent company), along with firms from the U.S., Japan, India, and more, across sectors such as technology, industrials, and consumer companies. Someone might invest in GEOA to get broad global diversification and potential growth tied to worldwide economic trends. A key risk is that it can rise or fall with global markets and changes in geopolitics.
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 leans heavily on global industrial and logistics names, with Deere and UPS doing much of the heavy lifting as their shares have been steadily rising and giving the fund a solid backbone. CNH Industrial is also pulling its weight, though its story is more mixed beneath the surface. On the tech and communications side, Meta has been choppy and Salesforce is clearly losing steam, while Ericsson’s recent slide isn’t helping. With big positions in U.S. tech and industrials plus key stakes in Japan and Europe, this ETF is truly a global traveler.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 4.74% | $88.54K | $1.42T | -23.97% | 76 Outperform | |
| Alphabet Class A | 3.52% | $65.74K | $4.36T | 91.50% | 85 Outperform | |
| Sumitomo | 3.07% | $57.29K | ¥7.86T | 57.69% | 77 Outperform | |
| Salesforce | 2.79% | $52.07K | $150.71B | -26.30% | 80 Outperform | |
| United Parcel | 2.65% | $49.59K | $88.59B | 25.70% | 72 Outperform | |
| Deere | 2.33% | $43.56K | $159.98B | 18.51% | 66 Neutral | |
| Telefonaktiebolaget LM Ericsson Class B | 2.24% | $41.81K | kr312.80B | 32.49% | 72 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 1.98% | $37.00K | €233.95B | 5.78% | 78 Outperform | |
| BASF SE | 1.89% | $35.27K | €44.98B | 22.27% | 61 Neutral | |
| CNH Industrial | 1.84% | $34.39K | €11.02B | -13.81% | 55 Neutral |
GEOA Technical Analysis
Positive
―
Price Trends
36.20
Positive
35.49
Positive
34.66
Positive
Market Momentum
0.17
Negative
67.13
Neutral
90.35
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 36.17, equal to the 50-day MA of 36.20, and equal to the 200-day MA of 34.66, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 67.13 is Neutral, neither overbought nor oversold. The STOCH value of 90.35 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
37.57
8.21
27.96%
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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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