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Upturn AI SWOT - About
WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund (AIVL)
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Upturn Advisory Summary
08/14/2025: AIVL (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 9.68% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 95.52 - 113.34 | Updated Date 06/29/2025 |
52 Weeks Range 95.52 - 113.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
ETF Overview
Overview
The WisdomTree U.S. AI Enhanced Value Fund (AIEQ) seeks long-term capital appreciation by investing in U.S. companies identified as undervalued using artificial intelligence (AI) to analyze financial data and predict company performance.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and rules-based investment strategies.
Management Expertise
WisdomTree has a team of experienced investment professionals and leverages AI technology from Qraft Technologies to enhance investment decision-making.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund utilizes an AI-driven model to select undervalued U.S. equities.
Composition The ETF primarily holds U.S. common stocks across various sectors, selected based on their value characteristics identified by the AI model.
Market Position
Market Share: AIEQ holds a small market share within the value ETF segment.
Total Net Assets (AUM): 92586296
Competitors
Key Competitors
- VTV
- IWD
- IUSV
Competitive Landscape
The value ETF landscape is highly competitive, dominated by large, established funds. AIEQ differentiates itself through its AI-driven stock selection, which may offer the potential for outperformance but also introduces model risk. AIEQ has higher volatility and lower AUM compared to most competitors, potentially impacting liquidity and tradability.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. (Unable to provide specific numerical data without real-time API access).
Benchmark Comparison: Comparison data needs to be sourced from financial data providers. (Unable to provide specific numerical data without real-time API access).
Expense Ratio: 0.68
Liquidity
Average Trading Volume
AIEQ's average trading volume is moderate, which may affect the ease of buying or selling large positions.
Bid-Ask Spread
The bid-ask spread for AIEQ can vary depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector performance can influence the performance of AIEQ. The fund's AI model is designed to adapt to changing market conditions.
Growth Trajectory
AIEQ's growth trajectory depends on its ability to attract assets and generate returns through its AI-driven investment strategy. Changes in the AI model or its inputs could affect performance.
Moat and Competitive Advantages
Competitive Edge
AIEQ's primary competitive advantage is its use of artificial intelligence to identify undervalued stocks. This approach aims to improve stock selection and portfolio construction compared to traditional value investing strategies. The AI model continuously learns and adapts, potentially enhancing its ability to identify opportunities in the market. However, the AI-driven approach also introduces model risk, and its effectiveness depends on the quality of the data and the sophistication of the algorithms.
Risk Analysis
Volatility
Volatility data needs to be sourced from financial data providers. (Unable to provide specific numerical data without real-time API access).
Market Risk
AIEQ is subject to market risk, which is the possibility that the value of its investments will decline due to overall market conditions or factors affecting specific industries. There is also risk associated with reliance on an AI model; model malfunctions or errors can negatively impact performance.
Investor Profile
Ideal Investor Profile
AIEQ is suitable for investors seeking long-term capital appreciation and willing to accept moderate to high risk. It may appeal to those interested in AI-driven investment strategies.
Market Risk
AIEQ may be suitable for long-term investors, who would likely benefit from the appreciation based on the AI selection criteria of the fund. But investors should carefully consider its performance relative to peers.
Summary
AIEQ is a value ETF that utilizes AI to identify undervalued US stocks to deliver long-term capital appreciation. It offers a unique approach to value investing but also carries model and market risks. The fund's performance is highly dependent on the effectiveness of its AI model and its ability to adapt to changing market conditions. Investors should carefully evaluate their risk tolerance and investment objectives before investing. Investors must be cognizant of the potential for low liquidity compared to its peers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- SEC Filings
- Morningstar
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Trust - WisdomTree U.S. AI 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 U.S. equities that exhibit value characteristics based on the selection results of a proprietary, quantitative AI model developed by Sub-Adviser. It will normally invest at least 80% of its net assets in securities of companies that are organized in the U.S., maintain a principal place of business in the U.S., or are traded principally on a U.S. exchange. 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.