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Upturn AI SWOT - About
WisdomTree International Al Enhanced Value Fund (AIVI)
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Upturn Advisory Summary
08/14/2025: AIVI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.7% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 37.53 - 48.23 | Updated Date 06/29/2025 |
52 Weeks Range 37.53 - 48.23 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree International Al Enhanced Value Fund
ETF Overview
Overview
The WisdomTree International AI Enhanced Value Fund (IIVL) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree International AI Enhanced Value Index. The fund focuses on international developed markets, excluding the U.S. and Canada, and uses artificial intelligence to identify value stocks with high potential.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its innovative, fundamentally weighted and factor-based ETFs.
Management Expertise
WisdomTree has a strong track record in managing ETFs, with a focus on quantitative strategies and international markets.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the WisdomTree International AI Enhanced Value Index.
Investment Approach and Strategy
Strategy: The fund uses a quantitative, rules-based approach powered by artificial intelligence to select and weight value stocks in international developed markets.
Composition The fund primarily holds stocks of companies located in international developed markets, excluding the U.S. and Canada.
Market Position
Market Share: IIVLu2019s market share is relatively small compared to broad international equity ETFs.
Total Net Assets (AUM): 42650000
Competitors
Key Competitors
- VEA
- EFA
- IVLU
Competitive Landscape
The international value ETF market is highly competitive, dominated by large, low-cost ETFs. IIVL distinguishes itself through its AI-driven stock selection process, potentially offering superior risk-adjusted returns. However, its smaller size and higher expense ratio compared to competitors may be a disadvantage.
Financial Performance
Historical Performance: Historical performance data should be obtained from reputable financial data providers to assess the ETFu2019s returns over various time periods.
Benchmark Comparison: Compare IIVL's performance against its benchmark, the WisdomTree International AI Enhanced Value Index, and other relevant international value indices to evaluate its effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume provides an indication of how easily shares can be bought or sold without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread shows the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, indicating the cost of trading.
Market Dynamics
Market Environment Factors
Economic conditions in international developed markets, currency fluctuations, and geopolitical events can significantly impact the performance of IIVL.
Growth Trajectory
Monitor changes in the fund's strategy, asset allocation, and holdings to understand its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
IIVL's competitive edge lies in its AI-driven stock selection process, which aims to identify undervalued companies with strong growth potential. This approach differentiates it from traditional value ETFs that rely on standard valuation metrics. The AI-enhanced methodology could lead to better risk-adjusted returns over the long term. However, the effectiveness of the AI strategy is dependent on the quality of the data and the sophistication of the algorithms used.
Risk Analysis
Volatility
Assess IIVL's historical volatility (e.g., standard deviation) to understand its price fluctuations relative to the market.
Market Risk
Specific risks include currency risk, political risk in international markets, and the potential for the AI model to underperform.
Investor Profile
Ideal Investor Profile
IIVL is suitable for investors seeking exposure to international value stocks with potential for enhanced returns through AI-driven stock selection.
Market Risk
This ETF may be suitable for long-term investors with a higher risk tolerance who believe in the potential of AI to identify undervalued companies.
Summary
The WisdomTree International AI Enhanced Value Fund (IIVL) offers exposure to international value stocks using an AI-driven stock selection process. While the AI-enhanced approach provides a potential competitive advantage, the fund has a relatively small AUM and higher expense ratio compared to larger, more established international value ETFs. Investors should carefully consider their risk tolerance and investment objectives before investing. The fund's performance is dependent on the effectiveness of the AI model and economic conditions in international markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree International Al Enhanced Value Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is actively managed and seeks to invest primarily in equity securities selected from a universe of developed market equities, excluding the United States and Canada, that exhibit value characteristics based on the selection results of a proprietary, quantitative artificial intelligence ("AI") model developed by Sub-Adviser. The equity securities selected by the AI model typically have a lower price-to-book ratio, a lower price-to-earnings ratio, and greater free cash flow. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.