OPPJ - ETF AI Analysis
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WisdomTree Japan Opportunities Fund (OPPJ)
OPPJ, the WisdomTree Japan Opportunities Fund, earns a solid overall rating thanks to strong core holdings like Sumitomo, Marubeni, Mitsui & Co, and Hanwa, which combine robust financial performance, attractive valuations, and generally positive technical trends. The rating is held back somewhat by weaker momentum and valuation concerns in names like Mitsubishi, Tokio Marine, and T&D Holdings, and the main risk factor is the fund’s concentration in Japanese companies, which ties its performance closely to Japan’s economic and market conditions.
OPPJ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 331.61M
- Region
- Asia-Pacific
- Expense Ratio
- 0.58%
- Beta
- 0.65
- Issuer
- WisdomTree
- Inception Date
- Jun 28, 2013
- Dividend Yield
- 1.14%
- Asset Class
- Equity
- Index Tracked
- WisdomTree Japan Opportunities Index - Benchmark TR Net
OPPJ Summary
The WisdomTree Japan Opportunities Fund (OPPJ) is an ETF that follows the WisdomTree Japan Opportunities Index, focusing on smaller Japanese companies while trying to reduce the impact of currency swings between the yen and the U.S. dollar. It mainly invests in industrial, financial, and technology businesses, including well-known trading firms like Sumitomo and Mitsubishi. Someone might consider this ETF to gain diversified exposure to Japan’s growth-oriented small companies that may not appear in typical global funds. A key risk is that small-cap stocks in one country can be more volatile and can go up and down sharply with market and economic changes.
How much will it cost me?
This ETF has an expense ratio of 0.58%, which means you’ll pay about $5.80 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because it uses a more specialized, actively designed strategy focusing on Japanese opportunities rather than simply tracking a broad market index.
What would affect this ETF?
This Japan-focused ETF could benefit if Japan’s economy grows, industrial and technology companies see stronger demand, and the currency hedge works well during periods of yen weakness. On the downside, slower global growth, rising interest rates that pressure financial stocks, or regulatory changes affecting major trading and insurance groups in its top holdings could weigh on future performance.
OPPJ Top 10 Holdings
This Japan-focused ETF leans heavily on trading houses, with Sumitomo, Mitsubishi, Marubeni, Mitsui & Co, and Itochu forming the core engine of returns. Sumitomo and Mitsui are rising steadily, helping drive performance, while Itochu has been a quiet overachiever with a firm uptrend. Mitsubishi and Marubeni look more mixed, occasionally losing steam and tempering gains. Kioxia adds a punchy semiconductor angle, with strong longer-term momentum but choppy recent trading. Overall, it’s a concentrated bet on Japanese industrial and financial strength, with all exposure tied to Japan’s domestic market.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 JP:8053 | Sumitomo | 8.23% | $26.58M | JPY 7.92T | 44.74% | 77Outperform |
 JP:8058 | Mitsubishi | 7.79% | $25.16M | JPY 16.06T | 30.54% | 60Neutral |
 MARUF | Marubeni | ― | ― | ― | ― | 71Outperform |
 JP:8031 | Mitsui & Co | 7.13% | $23.02M | JPY 14.08T | 32.47% | 74Outperform |
 JP:8001 | Itochu | 6.70% | $21.63M | JPY 18.10T | 31.09% | 68Neutral |
 JP:285A | Kioxia Holdings Corporation | 5.13% | $16.55M | JPY 22.17T | 270.73% | 63Neutral |
 JP:8766 | Tokio Marine Holdings | 4.60% | $14.86M | JPY 16.79T | 50.08% | 66Neutral |
 JP:8750 | Dai-ichi Life Holdings | 2.64% | $8.52M | JPY 6.49T | 66.70% | 69Neutral |
 JP:8795 | T&D Holdings | 2.64% | $8.51M | JPY 2.34T | 46.85% | 61Neutral |
 JP:8078 | Hanwa Co., Ltd. | 2.09% | $6.73M | JPY 384.03B | 40.26% | 79Outperform |
OPPJ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OPPJ, the sentiment is Negative. The current price of 56.61 is below the 20-day moving average (MA) of 58.33, below the 50-day MA of 58.87, and below the 200-day MA of 56.75, indicating a bearish trend. The MACD of -0.42 indicates Positive momentum. The RSI at 37.35 is Neutral, neither overbought nor oversold. The STOCH value of 48.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OPPJ.
OPPJ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| OPPJ | $56.61 | $63.00(11.29% Upside) | $331.61M | 0.58% | 69Neutral |
 EWJV | $46.75 | $56.09(19.99% Upside) | $776.34M | 0.15% | 72Outperform |
 DBJP | $111.40 | $148.54(33.34% Upside) | $718.10M | 0.45% | 70Outperform |
 FJP | $72.75 | ― | $268.79M | 0.80% | 69Neutral |
 FLJH | $44.25 | $57.65(30.30% Upside) | $203.63M | 0.09% | 70Neutral |
 JPXN | $100.31 | $127.54(27.14% Upside) | $168.12M | 0.48% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| OPPJ | WisdomTree Japan Opportunities Fund | 56.61 | 14.23 | 33.58% | |
| EWJV | iShares MSCI Japan Value ETF | 46.74 | 9.45 | 25.33% | |
| DBJP | Xtrackers MSCI Japan Hedged Equity ETF | 111.39 | 20.08 | 21.99% | |
| FJP | First Trust Japan AlphaDEX Fund | 72.75 | 8.22 | 12.74% | |
| FLJH | Franklin FTSE Japan Hedged ETF | 44.24 | 8.03 | 22.18% | |
| JPXN | iShares Japan Large-Cap | 100.31 | 15.01 | 17.60% |
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.