ETF designed to help investors capture opportunities amid geopolitical realignment and macroeconomic shifts
WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree GeoAlpha Opportunities Fund (GEOA or "the Fund") on the New York Stock Exchange (or "NYSE"), with an expense ratio of 0.58%. GEOA is passively managed and seeks to track the price and yield performance, before fees and expenses, of the WisdomTree GeoAlpha Opportunities Index, which is designed to provide exposure to global companies benefitting from shifts in geopolitical policy.
The Index is constructed using WisdomTree's proprietary research and multi-dimensional framework, identifying companies and regions that demonstrate resilience and adaptability to today's global uncertainties—including evolving defense and trade dynamics, macroeconomic policy shifts, and emerging technologies.
"The geopolitical landscape is evolving at an unprecedented pace," said Sam Rines, Macro Strategist at WisdomTree. "GEOA is built to help investors navigate this complexity by targeting companies that not only endure global uncertainty but capitalize on emerging strategic and economic realignments."
Rines continued, "GEOA is designed for the investment complexities of today with the ability to adapt to shifts in the landscape over time by taking advantage of the evolving political and economic uncertainties."
GEOA: What's Under the Hood?
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Geopolitical Events
Companies that are strategically positioned amid shifting global alliances, evolving defense priorities, supply chain reconfigurations, trade dynamics, and tax policy changes. -
Fiscal and Monetary Policy Shifts
Businesses that can adapt to changing interest rates, fiscal stimulus programs, central bank actions, and broader macroeconomic interventions. -
Technological Innovation
Companies driving or leveraging breakthrough technologies—whether through next-generation products, services, or platforms that are transforming traditional industries. -
Evolving Consumer Preferences
Firms that are capitalizing on long-term changes in global consumer behavior, lifestyle trends, and spending patterns.
The launch of GEOA reflects WisdomTree's continued focus on forward-looking thematic strategies rooted in macro and geopolitical insight. That same vision drove the recent restructuring of the WisdomTree European Opportunities Fund (OPPE), which is passively managed and seeks to provide exposure to companies in the European markets that are both value stocks and companies primarily benefitting from geopolitical and global policy shifts.
Both GEOA and OPPE build on the success of the WisdomTree Geopolitically Risk Aware Model portfolios (GRAP Models). Launched over a year ago, the GRAP Models seek to take advantage of the geopolitical investment landscape utilizing an open architecture ETF driven investment process.
Read more about the WisdomTree GeoAlpha Opportunities Fund (GEOA) here.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal. Some countries and regions in which the Fund invests have and may continue to experience security concerns, war, aggression and/or conflict, economic uncertainty, sanctions or the threat of sanctions, natural and environmental disasters, and widespread disease or other public health issues. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Investments in non-U.S. securities involve political, regulatory, and economic risks that may not be present in investments in U.S. securities. To the extent the Fund invests a significant portion of its assets in a single country or region, it is more likely to be impacted by events affecting that country or region. Please read the Fund's prospectus for specific details regarding the Fund's risk profile.
WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.
For Retail Investors: WisdomTree's Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree's Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment adviser, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree's Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.
For Financial Advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree's Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.
OPPE: Prior to June 2, 2025, the Fund was known as the WisdomTree Europe Hedged SmallCap Equity Fund (EUSC). Prior to that date, Fund performance reflects the investment objective of the Fund when it and tracked the performance of the WisdomTree Europe Hedged SmallCap Equity Index.
About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.*
* The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.
WisdomTree currently has approximately $127.3 billion in assets under management globally.
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