AIVI - ETF AI Analysis
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WisdomTree International AI Enhanced Value Fund (AIVI)
Rating:62Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The fund has delivered strong year-to-date and steady short-term returns, suggesting its strategy has been working in the current market.
Strong Financial and Energy Holdings
Several top positions in banks and an energy major have shown strong gains, helping drive the ETF’s overall performance.
Broad International Diversification
Holdings spread across multiple countries such as Japan, the UK, France, and Australia reduce reliance on any single market.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of your returns go toward fees each year.
Heavy Tilt to Financials
A large allocation to financial stocks increases the fund’s sensitivity to issues affecting banks and other financial companies.
Mixed Performance Among Top Holdings
While many leading positions have performed well, at least one major holding has shown weak returns, which can drag on overall results.
AIVI vs. SPDR S&P 500 ETF (SPY)
AUM61.85M
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.55
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield4.99%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,430
30 Day Avg. Volume1,417
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering126
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIVI Summary
AIVI, the WisdomTree International AI Enhanced Value Fund, is an ETF that uses artificial intelligence to pick “value” stocks—companies outside the U.S. that appear underpriced but still have solid business prospects. It doesn’t track a traditional index, but follows a total international market theme with a tilt toward financials and other steady sectors. Well-known holdings include Shell and TotalEnergies. Someone might invest in AIVI to diversify beyond the U.S. and seek long-term growth from cheaper international stocks. A key risk is that these value stocks, and foreign markets in general, can go up and down significantly over time.
How much will it cost me?The WisdomTree International AI Enhanced Value Fund (AIVI) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using AI-driven analytics to select undervalued stocks with growth potential in developed markets outside North America.
What would affect this ETF?AIVI's focus on developed markets outside North America and its strong exposure to financial and industrial sectors could benefit from stable economic growth and increased global infrastructure spending. However, potential risks include regulatory changes in key regions, fluctuating interest rates that may impact financial stocks, and economic slowdowns in developed markets. The use of AI for stock selection adds innovation but may face challenges if market conditions shift unpredictably.
AIVI Top 10 Holdings
AIVI is leaning heavily on big international banks, with Swedish names like Skandinaviska Enskilda Banken and Swedbank, plus Singapore’s UOB and OCBC, doing much of the heavy lifting as they’ve been steadily rising and giving the fund a solid financial backbone. Energy giants TotalEnergies and Shell add a punch of cyclical exposure and have mostly been supportive, though with some mixed shorter-term moves. On the downside, National Australia Bank has been lagging, acting like a small anchor on performance. Overall, the fund is firmly rooted in developed markets outside North America, with a clear tilt toward financials and energy value plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| National Australia Bank Limited | 3.63% | $2.23M | AU$128.49B | 9.34% | 64 Neutral | |
| Skandinaviska Enskilda Banken AB | 3.26% | $2.00M | kr437.18B | 31.72% | 71 Outperform | |
| UOB | 3.13% | $1.92M | S$71.62B | 20.27% | 65 Neutral | |
| TotalEnergies SE | 2.99% | $1.84M | €170.58B | 46.58% | 78 Outperform | |
| Swedbank | 2.74% | $1.68M | kr427.27B | 47.81% | 74 Outperform | |
| OCBC | 2.40% | $1.47M | S$130.91B | 62.90% | 71 Outperform | |
| British American Tobacco | 2.19% | $1.35M | £98.57B | 10.63% | 71 Outperform | |
| ― | 2.11% | $1.30M | ― | ― | ― | |
| Shell (UK) | 2.04% | $1.25M | £187.43B | 24.99% | 73 Outperform | |
| Bridgestone | 1.99% | $1.22M | ¥5.00T | 30.38% | 73 Outperform |
AIVI Technical Analysis
Positive
―
Price Trends
56.46
Positive
55.21
Positive
52.97
Positive
Market Momentum
0.67
Negative
71.56
Negative
96.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIVI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.49, equal to the 50-day MA of 56.46, and equal to the 200-day MA of 52.97, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 71.56 is Negative, neither overbought nor oversold. The STOCH value of 96.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AIVI.
AIVI Peer Comparison
Comparison Results
Performance Comparison
AIVI
WisdomTree International AI Enhanced Value Fund
59.60
13.81
30.16%
QUIZ
Zacks Quality International ETF
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―
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JIDE
JPMorgan International Dynamic ETF
―
―
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ENHI
iShares Enhanced International Active ETF
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―
―
TACN
T. Rowe Price Active Core International Equity ETF
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―
―
PQNT
Pictet AI Enhanced International Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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