GEOA - ETF AI Analysis
Top Page
WisdomTree GeoAlpha Opportunities Fund (GEOA)
Rating:68Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Global Diversification
Holdings spread across the U.S., Japan, India, Europe, and other markets help reduce reliance on any single country’s economy.
Mix of Leading Growth Companies
Top positions include well-known technology and communication names that have generally delivered steady to strong performance, supporting the fund’s returns.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Small Asset Base
With relatively low assets under management, the ETF may face higher trading spreads and a greater risk of changes to the fund over time.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative performance this year, which could drag on future returns if those stocks do not recover.
GEOA vs. SPDR S&P 500 ETF (SPY)
AUM923.80K
RegionGlobal
Expense Ratio0.58%
Beta0.92
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. Volume112
30 Day Avg. Volume190
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
40.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
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 around the world. It holds companies of many sizes across different countries, with over half in the U.S. and the rest spread across places like Japan and India. Well-known holdings include Meta Platforms (Facebook’s parent company) and Alphabet (Google’s parent company). Someone might invest in GEOA for broad global diversification and potential growth tied to worldwide economic trends. A key risk is that it can rise or fall with global stock markets and geopolitical events.
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 into industrials and tech, with a global flavor that mixes Japanese powerhouses and U.S. Big Tech. Tokyo Electron and Sumitomo are doing the heavy lifting, rising steadily and giving the fund a strong industrial backbone out of Japan. Alphabet and Qualcomm are also humming along, helping the tech side pull its weight. On the flip side, Meta looks like it’s losing steam, while Salesforce is dragging with weaker recent momentum. Overall, it’s a globally diversified fund, but the story is driven by a few standout industrial and tech names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tokyo Electron | 5.50% | $49.71K | ¥28.94T | 134.22% | 73 Outperform | |
| Meta Platforms | 4.40% | $39.73K | $1.59T | -15.01% | 76 Outperform | |
| Alphabet Class A | 3.55% | $32.06K | $4.49T | 112.19% | 85 Outperform | |
| Sumitomo | 3.04% | $27.45K | ¥8.09T | 65.56% | 77 Outperform | |
| Telefonaktiebolaget LM Ericsson Class B | 3.00% | $27.10K | kr414.31B | 45.74% | 72 Outperform | |
| United Parcel | 2.62% | $23.66K | $93.69B | 10.47% | 72 Outperform | |
| Salesforce | 2.45% | $22.09K | $154.59B | -32.37% | 80 Outperform | |
| Qualcomm | 2.44% | $22.03K | $255.67B | 44.69% | 80 Outperform | |
| Deere | 2.39% | $21.59K | $159.74B | 12.20% | 66 Neutral | |
| International Business Machines | 2.36% | $21.36K | $283.63B | 5.94% | 79 Outperform |
GEOA Technical Analysis
Neutral
―
Price Trends
35.38
Positive
35.28
Positive
33.56
Positive
Market Momentum
0.34
Negative
49.94
Neutral
64.26
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GEOA, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 36.17, equal to the 50-day MA of 35.38, and equal to the 200-day MA of 33.56, indicating a neutral trend. The MACD of 0.34 indicates Negative momentum. The RSI at 49.94 is Neutral, neither overbought nor oversold. The STOCH value of 64.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GEOA.
GEOA Peer Comparison
Comparison Results
Performance Comparison
GEOA
WisdomTree GeoAlpha Opportunities Fund
36.05
6.20
20.77%
GINX
SGI Enhanced Global Income ETF
―
―
―
RJDI
RJ Eagle GCM Dividend Select Income ETF
―
―
―
PRAY
FIS Biblically Responsible Risk Managed ETF
―
―
―
GOP
Unusual Whales Subversive Republican Trading ETF
―
―
―
SAGP
Strategas Global Policy Opportunities 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.
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: ―
Table of Contents