OPPJ - ETF AI Analysis
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WisdomTree Japan Opportunities Fund (OPPJ)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered strong gains so far this year, which suggests its strategy has recently worked well for investors.
Leading Holdings with Strong Momentum
Several of the largest positions, including major trading companies and technology names, have shown strong or steady performance, helping drive the ETF’s returns.
Broad Sector Diversification Within Japan
Holdings spread across industrials, technology, financials, and other sectors help reduce the impact if any one industry in Japan faces a downturn.
Negative Factors
High Concentration in a Few Stocks
A small group of companies makes up a large share of the portfolio, which increases the risk if any of these key holdings run into trouble.
Japan-Only Geographic Focus
With almost all assets invested in Japan, the fund is heavily exposed to the Japanese economy and currency, offering little diversification across global markets.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which means more of the returns are used to cover costs instead of going to investors.
OPPJ vs. SPDR S&P 500 ETF (SPY)
AUM340.21M
RegionAsia-Pacific
Expense Ratio0.58%
Beta0.64
IssuerWisdomTree
Inception DateJun 28, 2013
Dividend Yield1.07%
Asset ClassEquity
Index TrackedWisdomTree Japan Opportunities Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume113,306
30 Day Avg. Volume59,576
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
72.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering66
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
OPPJ Summary
The WisdomTree Japan Opportunities Fund (ticker: OPPJ) is an ETF that follows the WisdomTree Japan Opportunities Index, focusing mainly on Japanese companies. It holds a mix of industrial, technology, and financial firms, including well-known names like Mitsubishi and Panasonic. This fund gives investors a simple way to spread their money across many Japanese businesses, which can help with diversification and potential growth if Japan’s economy does well. However, because it is heavily invested in Japanese stocks, its value can rise and fall sharply with Japan’s stock market and 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 trading houses like Sumitomo, Mitsubishi, Marubeni, Mitsui, and Itochu, so these industrial and financial powerhouses really steer the ship. Lately, Sumitomo and Mitsubishi have been relatively steady, helping to keep the fund on course, while Marubeni and Mitsui have been more mixed and occasionally lose steam. On the tech side, Panasonic and Tokyo Electron are rising and add some growth flair, but Kioxia’s recent weakness has been a drag. Overall, it’s a concentrated bet on Japan’s industrial backbone with all holdings tied to the Japanese market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Sumitomo | 8.66% | $30.59M | ¥8.57T | 58.51% | 77 Outperform | |
| Mitsubishi | 7.89% | $27.87M | ¥16.73T | 35.00% | 60 Neutral | |
| Marubeni | 7.40% | $26.14M | ¥8.38T | 40.57% | 71 Outperform | |
| Mitsui & Co | 7.01% | $24.76M | ¥14.23T | 30.26% | 74 Outperform | |
| Itochu | 6.46% | $22.82M | ¥17.84T | 19.83% | 68 Neutral | |
| Kioxia Holdings Corporation | 4.22% | $14.89M | ¥29.63T | 1116.89% | 63 Neutral | |
| Tokio Marine Holdings | 4.09% | $14.46M | ¥15.17T | 20.11% | 66 Neutral | |
| Panasonic | 2.42% | $8.54M | ¥9.81T | 159.28% | 73 Outperform | |
| Tokyo Electron | 2.15% | $7.58M | ¥23.39T | 132.18% | 73 Outperform | |
| Hanwa Co., Ltd. | 2.14% | $7.55M | ¥401.46B | 42.66% | 79 Outperform |
OPPJ Technical Analysis
Positive
―
Price Trends
57.73
Positive
57.76
Positive
54.54
Positive
Market Momentum
0.70
Negative
61.16
Neutral
74.99
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 58.42, equal to the 50-day MA of 57.73, and equal to the 200-day MA of 54.54, indicating a bullish trend. The MACD of 0.70 indicates Negative momentum. The RSI at 61.16 is Neutral, neither overbought nor oversold. The STOCH value of 74.99 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
Performance Comparison
OPPJ
WisdomTree Japan Opportunities Fund
59.49
18.37
44.67%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
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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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GSJY
Goldman Sachs ActiveBeta Japan 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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