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Upturn AI SWOT - About
WisdomTree International Al Enhanced Value Fund (AIVI)
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Upturn Advisory Summary
09/16/2025: 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 -0.05% | Avg. Invested days 44 | 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 09/16/2025 |
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 (IVAE) seeks to provide total return by investing in dividend-paying companies located outside of the U.S. and Canada, utilizing an AI-driven process to enhance value characteristics.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative, rules-based investment strategies and its focus on dividend-weighted indexes.
Management Expertise
WisdomTree has a strong management team with experience in ETF management, index construction, and quantitative investing.
Investment Objective
Goal
To provide total return by investing in dividend-paying companies located outside of the U.S. and Canada.
Investment Approach and Strategy
Strategy: The fund employs an AI-driven process to identify and overweight companies with attractive value characteristics.
Composition The fund primarily holds dividend-paying stocks of companies located outside of the U.S. and Canada.
Market Position
Market Share: IVAE's market share is relatively small compared to larger, more established international value ETFs.
Total Net Assets (AUM): 67416601
Competitors
Key Competitors
- SPDW
- VEA
- EFV
- IHDG
Competitive Landscape
The international value ETF market is highly competitive, with many established players offering similar strategies. IVAE differentiates itself through its AI-driven stock selection process, which may provide an advantage over traditional value approaches but adds complexity. Its smaller size may limit liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data should be reviewed for various time periods (e.g., 1 year, 3 year, 5 year, 10 year). Please refer to official WisdomTree resources for historical performance data.
Benchmark Comparison: Performance should be compared to a relevant international value benchmark index to assess the effectiveness of the AI-driven strategy.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume of IVAE can vary but generally indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume but generally should be competitive.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, sector growth within international markets, currency fluctuations, and overall global market sentiment impact IVAE.
Growth Trajectory
IVAE's growth is tied to the adoption of AI-driven investment strategies and investor interest in international value stocks. Changes to the AI model or holdings will impact the growth trajectory.
Moat and Competitive Advantages
Competitive Edge
IVAE's competitive edge lies in its AI-driven stock selection process, which aims to identify undervalued companies more effectively than traditional methods. The AI model analyzes vast amounts of data to uncover hidden value opportunities. This provides a potentially superior approach to selecting value stocks. However, the reliance on AI also introduces a dependence on the model's accuracy and adaptability to changing market conditions.
Risk Analysis
Volatility
IVAE's volatility should be assessed based on its historical price fluctuations.
Market Risk
Market risk includes fluctuations in international equity markets, currency risk (due to investments in foreign companies), and geopolitical risks associated with the countries in which the underlying companies operate.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to international value stocks with a potentially enhanced return profile through AI-driven selection. This investor should be comfortable with the risks associated with international investing and the complexities of AI-driven strategies.
Market Risk
IVAE is best suited for long-term investors seeking to diversify their portfolio with international value stocks. It may also appeal to investors who are interested in AI-driven investment strategies and are comfortable with a moderate level of risk.
Summary
The WisdomTree International AI Enhanced Value Fund (IVAE) offers exposure to dividend-paying international companies with a value tilt, enhanced by an AI-driven selection process. IVAE's performance will depend on the effectiveness of the AI model and the overall performance of international equity markets. Potential investors should be comfortable with the risks associated with international investing and the complexities of AI strategies. Its small AUM may limit trading liquidity compared to larger competitors. Overall, IVAE presents a unique option for investors looking for a smarter approach to international value investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and financial circumstances. Data accuracy is not guaranteed.
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.
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