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Upturn AI SWOT - About
Themes Generative Artificial Intelligence ETF (WISE)
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Upturn Advisory Summary
10/20/2025: WISE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 29.71% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.56 - 42.59 | Updated Date 06/30/2025 |
52 Weeks Range 24.56 - 42.59 | Updated Date 06/30/2025 |
Upturn AI SWOT
Themes Generative Artificial Intelligence ETF
ETF Overview
Overview
The Themes Generative Artificial Intelligence ETF (WISE) aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Themes Generative Artificial Intelligence Index. The ETF focuses on companies involved in the development and application of generative artificial intelligence technologies.
Reputation and Reliability
Themes ETFs is a relatively newer entrant in the ETF market. While it may not have the same long-standing reputation as some of the larger firms, it is focused on thematic investing.
Management Expertise
Information on the specific management team's expertise is generally available on the issuer's website and regulatory filings, but is not specific to one individual here.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Themes Generative Artificial Intelligence Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Themes Generative Artificial Intelligence Index.
Composition The ETF primarily holds stocks of companies involved in the generative AI ecosystem. Asset allocation data is not publicly available for this hypothetical fund.
Market Position
Market Share: Assuming a hypothetical market share of 25% for WISE in a hypothetical emerging market.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- BOTZ
- ROBO
- IRBO
Competitive Landscape
The generative AI ETF space is rapidly evolving. WISE's success depends on its index methodology, expense ratio, and ability to attract assets. Advantages could include a more focused index on generative AI compared to broader AI or robotics ETFs. Disadvantages might include lower AUM and trading volume compared to established competitors.
Financial Performance
Historical Performance: Historical performance data is not available for this hypothetical fund.
Benchmark Comparison: Benchmark comparison requires historical data and is not available for this hypothetical fund.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Assuming an average daily trading volume, the ETF's liquidity appears to be moderate.
Bid-Ask Spread
The bid-ask spread varies based on market conditions, and a reasonable spread would suggest fair liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, generative AI sector growth prospects, interest rates, and market sentiment all influence the ETF's performance.
Growth Trajectory
The growth trajectory is tied to the adoption rate of generative AI technologies and the performance of companies within the index. Changes to the index composition may also influence the trajectory.
Moat and Competitive Advantages
Competitive Edge
WISE potentially benefits from a highly focused index on generative AI, distinguishing it from broader technology or AI ETFs. Its concentration on a specific subset of AI allows it to potentially capture higher growth within that niche. Superior index construction and a lower expense ratio relative to peers could also provide advantages. A first-mover advantage is also possible if it was one of the first pure-play generative AI ETFs.
Risk Analysis
Volatility
Assuming moderate volatility, the ETF's price may fluctuate significantly based on market sentiment and sector-specific news.
Market Risk
The ETF is subject to market risk, sector-specific risk related to generative AI, and concentration risk due to its focused holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a high risk tolerance who believes in the long-term growth potential of generative AI.
Market Risk
This ETF is more suitable for long-term investors or active traders who are comfortable with the volatility associated with emerging technologies.
Summary
The Themes Generative Artificial Intelligence ETF (WISE) offers exposure to companies at the forefront of generative AI technologies. Its success hinges on the growth and adoption of this rapidly evolving field. The ETF's performance is subject to market risk, sector-specific risks, and the concentration of its holdings. It is best suited for investors with a high risk tolerance and a long-term investment horizon. Potential advantages could be a focused index and a lower expense ratio compared to competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Themes ETFs website
- ETF.com
- Company Filings
Disclaimers:
This analysis is based on hypothetical information and publicly available data. Investment decisions should be based on thorough research and consultation with a financial advisor. Past performance is not indicative of future results.
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 Themes Generative Artificial Intelligence ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to provide exposure to companies that have business operations in AI related industries. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the index. The fund is non-diversified.
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