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AIVL

WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund (AIVL)

$110.93

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

01/21/2025: AIVL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF

Historic Profit 1.78%

Avg. Invested days 53

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

4.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 3070	Beta 0.89	52 Weeks Range 94.35 - 113.81	Updated Date 04/2/2025
52 Weeks Range 94.35 - 113.81	Updated Date 04/2/2025

Upturn AI SWOT

WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund

ETF Overview

Overview

The WisdomTree U.S. AI Enhanced Value Fund (AIEQ) seeks long-term capital appreciation by investing in U.S. companies identified through an AI-driven model focusing on value characteristics. It allocates assets based on an AI model's assessment of company fundamentals and macroeconomic factors, primarily targeting value stocks within the U.S. equity market.

Reputation and Reliability

WisdomTree is a well-established ETF issuer known for its innovative and rules-based investment strategies.

Management Expertise

WisdomTree has a team of experienced investment professionals with expertise in ETF management and quantitative strategies.

Investment Objective

Goal

To achieve long-term capital appreciation.

Investment Approach and Strategy

Strategy: The fund utilizes an artificial intelligence (AI) driven model to select and weight securities based on value characteristics.

Composition The ETF primarily holds U.S. equities selected based on their value characteristics as determined by the AI model.

Market Position

Market Share: Insufficient data available to determine market share.

Total Net Assets (AUM): 310000000

Competitors

Key Competitors

iShares Russell 1000 Value ETF (IWD)
Vanguard Value ETF (VTV)
Schwab U.S. Dividend Equity ETF (SCHD)

Competitive Landscape

The value ETF market is highly competitive, with several large, established funds. AIEQ differentiates itself through its AI-driven stock selection, which may provide an advantage over traditional value strategies. However, larger funds like IWD and VTV have significantly lower expense ratios and greater liquidity. AIEQ's performance depends on the effectiveness of its AI model.

Financial Performance

Historical Performance: Insufficient data available to provide structured historical performance data.

Benchmark Comparison: Insufficient data available to provide a structured benchmark comparison.

Expense Ratio: 0.50

Liquidity

Average Trading Volume

The average trading volume suggests adequate liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally competitive, indicating reasonable trading costs.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, and investor sentiment towards value stocks can impact AIEQ's performance. Sector-specific trends and technological advancements also influence the AI model's stock selection.

Growth Trajectory

AIEQ's growth depends on the continued adoption of AI-driven investment strategies and the fund's ability to deliver competitive returns compared to traditional value funds. Changes in the AI model and portfolio holdings can impact its future performance.

Moat and Competitive Advantages

Competitive Edge

AIEQ's competitive advantage lies in its use of artificial intelligence for stock selection, potentially identifying undervalued companies more efficiently than traditional methods. This AI-driven approach can adapt to changing market conditions and incorporate a wider range of data points. The active management style and AI-enhanced screening process aim to provide superior risk-adjusted returns compared to passive value funds. The AI's constant data analysis gives it potential for dynamic adaptation to market shifts.

Risk Analysis

Volatility

Historical volatility can be assessed using standard deviation and beta. However, structured data is unavailable at this time.

Market Risk

AIEQ is subject to market risk, particularly the risk associated with value stocks and the potential for the AI model to make incorrect investment decisions. General economic conditions and sector-specific risks can also impact performance.

Investor Profile

Ideal Investor Profile

The ideal investor for AIEQ is someone seeking long-term capital appreciation, comfortable with AI-driven investment strategies, and willing to accept moderate market risk.

Market Risk

AIEQ may be suitable for long-term investors looking for a value-oriented investment approach with a technological twist, but less suitable for passive index followers or active traders seeking short-term gains.

Summary

The WisdomTree U.S. AI Enhanced Value Fund (AIEQ) aims to deliver long-term capital appreciation using an AI-driven approach to select undervalued U.S. equities. Its AI-driven stock selection process differentiates it from traditional value funds, however it faces competition from larger, lower-cost ETFs in the value space. Investors should be comfortable with the active management and the potential for the AI model to underperform. AIEQ may appeal to those seeking a technologically enhanced value strategy.

Similar Companies

IVE

iShares S&P 500 Value ETF

$190.33

ETF

ETF

PASS

Sources and Disclaimers

Data Sources:

WisdomTree Website
ETF.com
Morningstar
Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About WisdomTree Trust - WisdomTree U.S. AI 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 U.S. equities that exhibit value characteristics based on the selection results of a proprietary, quantitative AI model developed by Sub-Adviser. It will normally invest at least 80% of its net assets in securities of companies that are organized in the U.S., maintain a principal place of business in the U.S., or are traded principally on a U.S. exchange. The fund is non-diversified.

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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.