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 shown strong gains so far this year and in recent months, indicating positive momentum.
Broad International Diversification
Holdings spread across many countries such as Japan, the UK, France, and others help reduce reliance on any single market.
Supportive Top Holdings
Several major positions, including energy, banking, and healthcare names, have delivered strong or steady results that support the fund’s returns.
Negative Factors
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Tilt Toward Financials
A large share of assets in financial companies increases the fund’s sensitivity to banking and interest-rate risks.
Limited U.S. Exposure
With only a small portion invested in U.S. stocks, the fund may lag if the U.S. market outperforms other regions.
AIVI vs. SPDR S&P 500 ETF (SPY)
AUM62.92M
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.52
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield4.16%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume644
30 Day Avg. Volume2,165
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
61.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering124
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIVI Summary
The WisdomTree International AI Enhanced Value Fund (AIVI) is an ETF that uses artificial intelligence to pick undervalued stocks from markets outside the U.S., mainly in countries like Japan, the UK, and France. It doesn’t track a set index, but instead focuses on “value” companies that the AI model believes are priced cheaply relative to their potential. The fund holds well-known names such as Shell and TotalEnergies. Someone might invest for international diversification and the chance to benefit from AI-driven stock selection. 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 overseas banks, with Singapore’s OCBC and UOB plus Swedbank and National Australia Bank forming the core engine. These financials have been more mixed than exciting lately, with some names losing a bit of steam in recent months even as their longer-term value story holds up. On the brighter side, energy giants like TotalEnergies and Shell have been rising over the quarter and helping to pull the fund forward, while British American Tobacco has been lagging. Overall, it’s a developed-markets, ex-North America play with a clear tilt toward financials and energy value names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| OCBC | 3.25% | $2.02M | S$104.44B | 45.89% | 71 Outperform | |
| TotalEnergies SE | 3.15% | $1.96M | €177.26B | 44.71% | 78 Outperform | |
| UOB | 2.85% | $1.77M | S$62.07B | 8.24% | 65 Neutral | |
| Swedbank | 2.55% | $1.58M | kr376.91B | 34.54% | 74 Outperform | |
| British American Tobacco | 2.32% | $1.44M | £105.79B | 48.51% | 71 Outperform | |
| National Australia Bank Limited | 2.25% | $1.39M | AU$112.57B | 5.71% | 64 Neutral | |
| Shell (UK) | 2.10% | $1.31M | £181.28B | 32.74% | 73 Outperform | |
| ― | 2.09% | $1.30M | ― | ― | ― | |
| Vinci SA | 1.81% | $1.12M | €69.55B | -4.35% | 76 Outperform | |
| Skandinaviska Enskilda Banken AB | 1.80% | $1.12M | kr360.04B | 16.41% | 71 Outperform |
AIVI Technical Analysis
Positive
―
Price Trends
55.60
Positive
55.21
Positive
52.23
Positive
Market Momentum
0.36
Negative
57.54
Neutral
65.07
Neutral
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 56.62, equal to the 50-day MA of 55.60, and equal to the 200-day MA of 52.23, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 57.54 is Neutral, neither overbought nor oversold. The STOCH value of 65.07 is Neutral, 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
57.52
11.81
25.84%
QUIZ
Zacks Quality International ETF
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―
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TACN
T. Rowe Price Active Core International Equity ETF
―
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JIDE
JPMorgan International Dynamic ETF
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―
―
PQNT
Pictet AI Enhanced International Equity ETF
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―
―
IVSI
Applied Finance IVS International Large 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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