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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
10/24/2025: AIVL (1-star) is currently NOT-A-BUY. Pass it for now.
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 9.9% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 (AIVL) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree U.S. AI Enhanced Value Index. It employs an AI-driven model to identify undervalued U.S. companies with strong financial characteristics, aiming for long-term capital appreciation.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its innovative and factor-based investment strategies. They have a solid track record in the ETF market.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in quantitative analysis, factor investing, and artificial intelligence.
Investment Objective
Goal
To track the investment results of the WisdomTree U.S. AI Enhanced Value Index.
Investment Approach and Strategy
Strategy: The fund aims to select and weight companies based on an AI-driven process that identifies value stocks with attractive financial metrics.
Composition Primarily composed of U.S. equity securities that are deemed undervalued by the AI model.
Market Position
Market Share: Data unavailable to accurately determine the exact market share.
Total Net Assets (AUM): 44400000.0
Competitors
Key Competitors
- iShares Russell 1000 Value ETF (IWD)
- Vanguard Value ETF (VTV)
- Schwab U.S. Large-Cap Value ETF (SCHV)
Competitive Landscape
The value ETF market is highly competitive, with several large, established players. AIVL differentiates itself through its AI-driven stock selection process. Its advantage lies in its potential to identify undervalued companies more efficiently than traditional methods; however, it lacks the established track record and AUM of its larger competitors, which is a disadvantage.
Financial Performance
Historical Performance: Historical performance data is unavailable in the current context.
Benchmark Comparison: Unable to provide a benchmark comparison due to data limitations.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
The average trading volume can vary but is usually moderate for a fund of its size.
Bid-Ask Spread
The bid-ask spread is typically tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and value investing trends significantly influence the performance of AIVL. Sector growth prospects and overall market sentiment also play crucial roles.
Growth Trajectory
The growth trajectory depends on the effectiveness of the AI model in identifying undervalued companies and the overall performance of the value investing style.
Moat and Competitive Advantages
Competitive Edge
AIVL's competitive edge lies in its use of artificial intelligence to identify undervalued companies. This approach aims to provide a more sophisticated and dynamic stock selection process compared to traditional value investing strategies. The AI model may adapt to changing market conditions, potentially leading to improved performance over time. However, the long-term effectiveness of this approach remains to be seen and needs further observation to fully evaluate its ability to outperform benchmark ETFs.
Risk Analysis
Volatility
Volatility can be influenced by market fluctuations and the specific holdings selected by the AI model.
Market Risk
Market risk includes the possibility of losses due to broad market downturns or sector-specific weaknesses affecting the fund's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through value investing, and is comfortable with an AI-driven approach. Investors who believe AI can enhance stock selection may find this fund attractive.
Market Risk
Suitable for long-term investors and those who prefer active management strategies with a value orientation.
Summary
The WisdomTree U.S. AI Enhanced Value Fund aims to outperform traditional value ETFs by leveraging artificial intelligence in its stock selection process. It offers a unique approach to value investing but has a limited track record compared to its larger competitors. The fund is suitable for investors seeking long-term growth with a tolerance for moderate risk and an interest in AI-driven investment strategies. Potential investors should carefully consider the fund's investment approach and expense ratio relative to its potential benefits.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual financial circumstances and after consulting with a qualified financial advisor. Market share data can fluctuate.
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.