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Upturn AI SWOT - About
WisdomTree International Al Enhanced Value Fund (AIVI)
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Upturn Advisory Summary
07/08/2025: 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 -4.63% | Avg. Invested days 38 | 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 07/08/2025 |
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 (IEVL) seeks to provide capital appreciation. It uses artificial intelligence (AI) to identify and weight undervalued companies in developed markets outside of the U.S. and Canada, potentially enhancing returns compared to traditional value strategies. It generally invests in dividend-paying companies.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative, fundamentally weighted and dividend-focused ETFs.
Management Expertise
WisdomTree has a dedicated investment team experienced in quantitative investing and the application of AI in portfolio construction.
Investment Objective
Goal
The fund's goal is to achieve capital appreciation by investing in undervalued international equities identified using an AI-enhanced approach.
Investment Approach and Strategy
Strategy: The ETF employs an active investment strategy that utilizes artificial intelligence to screen and select undervalued companies based on financial metrics and market data.
Composition The ETF primarily holds dividend-paying stocks from developed countries, excluding the U.S. and Canada.
Market Position
Market Share: IEVLu2019s market share is relatively small but growing within the international value ETF category.
Total Net Assets (AUM): 230000000
Competitors
Key Competitors
- IVLU
- EFV
- PID
Competitive Landscape
The international value ETF market is competitive with a few large players dominating the space. IEVL's AI-driven approach offers a differentiated strategy that could attract investors seeking potentially enhanced returns. However, it competes against well-established ETFs with significant AUM and longer track records.
Financial Performance
Historical Performance: Historical performance data should be gathered from official ETF resources. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance is typically compared to a broad international equity index or a specific international value index.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
The average trading volume for IEVL indicates moderate liquidity, suitable for many investors.
Bid-Ask Spread
The bid-ask spread for IEVL is generally tight, reflecting its trading activity.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, interest rate policies, and currency fluctuations can significantly impact IEVL's performance.
Growth Trajectory
IEVL's growth depends on its ability to attract investors seeking a unique approach to international value investing and demonstrate strong risk-adjusted returns.
Moat and Competitive Advantages
Competitive Edge
IEVLu2019s primary competitive advantage lies in its AI-driven stock selection process, which aims to identify undervalued companies more effectively than traditional fundamental analysis. This innovative approach could potentially lead to higher returns and improved risk management. Furthermore, WisdomTree's experience in factor-based investing provides a solid foundation for managing the fund. This gives them a distinct position from other ETF's in this market
Risk Analysis
Volatility
Volatility is commensurate with international equity investments and potentially mitigated by the AI-driven value selection process.
Market Risk
IEVL is subject to market risk associated with international equities, including political and economic instability in the countries represented in the portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor for IEVL is someone seeking international equity exposure with a value tilt and a willingness to invest in an AI-driven investment strategy.
Market Risk
IEVL is suitable for long-term investors seeking capital appreciation through international equity investments, particularly those interested in factor-based strategies.
Summary
The WisdomTree International AI Enhanced Value Fund (IEVL) offers a differentiated approach to international value investing by utilizing artificial intelligence to identify undervalued companies. While the ETF's AI-driven strategy presents potential advantages, it also carries risks associated with international equity markets and the application of AI. Itu2019s AUM and Market Share are low. Overall, IEVL may appeal to investors seeking a unique and potentially higher-returning approach to international value investing, but careful due diligence is crucial before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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.
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.