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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
11/11/2026: AIVL (3-star) is a STRONG-BUY. BUY for 17 days. Simulated Profits (1.91%). Updated daily EoD!
AIVL provides active exposure to U.S. large-cap equities, utilizing an AI-enhanced model to identify undervalued opportunities. Its main strengths lie in its systematic, non-emotional selection process and ability to adapt to changing fundamental data. The fund serves as a differentiated core holding for investors seeking to capture a value factor premium. Key risks include model-based errors, higher expense ratios compared to passive peers, and exposure to market-wide volatility. It is best suited for long-term investors comfortable with active strategy deviations who prioritize factor-based research.
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 model may tilt toward growth if fundamentals dictate. |
| Momentum investor | Strong fit while signal remains positive | The AI model is designed to detect shifts in momentum and valuation, making it suitable when the signal is positive. |
| Value investor | Strong fit | The core investment philosophy of the fund is deeply rooted in value-based factor selection. |
| Dividend/Income investor | Mixed fit | The fund focuses on total return, which may not prioritize high dividend yields as much as dedicated income funds. |
| Low-risk investor | Mixed fit | Active management and concentrated factor bets introduce more volatility than a broad market index. |
Investor Profile
Ideal Investor Profile
Investors looking for a systematic, factor-based approach to value investing within their core equity allocation.
Suitability
Best for long-term investors who believe in the efficacy of quantitative, AI-driven selection over traditional passive indexing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active strategies and factor-based shifts can lead to higher performance volatility than passive peers. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic market downturns. |
| Concentration | Medium | The AI model may occasionally concentrate holdings in specific sectors that appear undervalued. |
| Tracking/expense | Medium | The active management expense ratio is higher than ultra-low-cost passive index alternatives. |
| Liquidity | Low | The fund holds highly liquid large-cap stocks, minimizing liquidity risk. |
| Business/sector quality | Medium | Value investing can sometimes lead to exposure in low-quality firms that are cheap for structural reasons. |
Risk Analysis
Volatility
AIVL displays moderate historical volatility, consistent with the U.S. large-cap value equity segment.
Market Risk
The fund faces standard equity market risk, specifically systemic risk associated with economic cycles affecting the U.S. domestic market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98.5 | The fund focuses on established U.S. companies to provide exposure to the broader equity market with a value tilt. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage daily liquidity and settlement needs. |
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 26.63% | Avg. Invested days 70 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/11/2026 |
Sector & Industry Intelligence
Sector snapshot as of 2026-11-10
This fund is not assigned to one sector.
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.
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