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Upturn AI Summary
WisdomTree International Al Enhanced Value Fund(AIVI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIVI
10/23/2026: AIVI (2-star) is currently NOT-A-BUY. Pass it for now.
AIVI provides actively managed exposure to international developed market equities using an AI-enhanced model to target value-priced securities. Its core strength lies in its systematic approach, which attempts to filter out human bias while providing diversified global equity exposure. The fund is best suited for long-term investors who want to tilt their portfolios toward value factors and believe in the efficacy of quantitative AI models. Key risks include the fund's relatively limited size and liquidity, its potential to underperform passive benchmarks, and the inherent volatility of international markets. Investors should monitor the model's performance through different market cycles compared to low-cost passive alternatives.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund's focus on value stocks makes it less suitable for investors prioritizing high-growth companies. |
| Momentum investor | Mixed fit | Fit depends on whether the AI model currently favors momentum-aligned value stocks in the international space. |
| Value investor | Strong fit | The fund is explicitly designed for investors seeking systematic exposure to undervalued international securities. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the primary goal is capital appreciation, not income generation. |
| Low-risk investor | Weak fit | International equity exposure involves inherent market and currency risks that may not suit conservative profiles. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic, AI-driven exposure to international value stocks who are comfortable with the risks of active management and lower liquidity.
Suitability
Best suited for long-term investors looking to tilt their portfolio toward international value factors using a modern, quantitative approach.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to swings in global sentiment and economic conditions. |
| Market risk | High | The fund is fully exposed to systemic risks affecting international developed markets. |
| Concentration | Medium | The AI model may lead to overweighting certain sectors or countries, increasing idiosyncratic risk. |
| Tracking/expense | Medium | As an active fund, it does not aim to track an index, leading to potential divergence from broad market returns. |
| Liquidity | Medium / high | Lower AUM can result in wider spreads and difficulty executing large trades. |
| Business/sector quality | Medium | A focus on 'value' stocks can sometimes include lower-quality companies or those in declining industries. |
Risk Analysis
Volatility
AIVI exhibits volatility consistent with broader international equity indices, with the potential for increased swings due to its active security selection.
Market Risk
The fund carries systemic risks associated with non-US economic, political, and regulatory environments, as well as currency exchange rate risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets (excluding US) | 98 | Provides diversified exposure to stocks in developed regions such as Europe, Japan, and Australia. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains minimal liquidity for operational needs and settlement of trades. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 11.73% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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