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Upturn AI Summary
WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund(AIVL)
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 AIVL
10/12/2026: AIVL (3-star) is currently NOT-A-BUY. Pass it for now.
AIVL is an actively managed ETF that uses artificial intelligence to identify undervalued U.S. large-cap stocks with positive momentum. Its primary strength lies in its dynamic, data-driven approach, which seeks to outperform traditional passive value indices. It is best suited as a tactical or satellite core holding for long-term investors looking to augment a passive portfolio with an active, quantitative strategy. Key risks include the inherent uncertainty of AI model performance and potential underperformance during bull markets driven by growth stocks. Investors should monitor the fund’s performance relative to traditional benchmarks and ensure its strategy aligns with their broader risk tolerance.
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 | Mixed fit | While primarily a value fund, the AI integration may occasionally tilt towards higher-growth quality companies. |
| Momentum investor | Strong fit while signal remains positive | The fund explicitly incorporates momentum factors into its AI selection process. |
| Value investor | Strong fit | The fund's core mandate is to identify and capitalize on undervalued U.S. equities. |
| Dividend/Income investor | Mixed fit | The fund focuses on value characteristics which often include dividend-paying companies, though yield is not the primary objective. |
| Low-risk investor | Mixed fit | The fund carries equity market risk and the inherent uncertainty of active management strategies. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to U.S. large-cap value with the potential for alpha through active management and AI-driven data analysis.
Suitability
Best suited for long-term investors comfortable with the potential for tracking error relative to passive benchmarks in exchange for the prospect of outperformance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets are subject to daily price fluctuations that affect the fund's net asset value. |
| Market risk | High | The fund is fully exposed to systemic risks affecting the broader U.S. stock market. |
| Concentration | Medium | The AI strategy might lead to thematic tilts that concentrate the portfolio in specific industries. |
| Tracking/expense | Low | The expense ratio is competitive for an active fund, and tracking error is an inherent feature of active management. |
| Liquidity | Low | Large trades may impact the market price, though daily volume is adequate for most investors. |
| Business/sector quality | Medium | The fund's performance depends on the quality of the underlying companies selected by the AI model. |
Risk Analysis
Volatility
AIVL exhibits volatility characteristic of large-cap value equities, influenced by both market beta and the active selection process.
Market Risk
The fund is heavily dependent on the performance of the U.S. equity market; a downturn in this sector will negatively impact the fund.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98 | The fund invests primarily in large, established U.S. companies that meet specific AI-selected value and quality criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage liquidity and daily transaction flows. |
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 24.26% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/12/2026 |
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