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AIVI - ETF AI Analysis
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WisdomTree International AI Enhanced Value Fund (AIVI)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Leading Financial Holdings
Several of the largest bank holdings have shown strong year-to-date performance, helping support the fund’s overall returns.
Broad International Diversification
The ETF spreads its investments across many countries such as the UK, Japan, France, and others, reducing reliance on any single market.
Sector Spread Beyond Financials
While financials are the largest slice, the fund also holds industrials, consumer stocks, energy, and other sectors, which can help balance different parts of the market cycle.
Negative Factors
High Concentration in Financials
Over one-third of the portfolio is in financial companies, so a downturn in the banking sector could hit the fund hard.
Mixed Performance Among Top Holdings
Some key positions, including a major Australian bank and other large holdings, have shown weaker recent performance, which can drag on overall returns.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, meaning more of the gross return is eaten up by fees each year.
AIVI vs. SPDR S&P 500 ETF (SPY)
AUM59.28M
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.50
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield4.52%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,550
30 Day Avg. Volume2,895
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
58.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering121
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., with big exposure to countries like the UK and Japan. It focuses on “value” companies that look cheap compared with their fundamentals, across many sectors, especially financials and industrials. Well-known holdings include Shell and TotalEnergies. Someone might invest in AIVI to diversify internationally and seek long-term growth from bargain-priced 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 overseas banks and energy names, with National Australia Bank clearly in the driver’s seat as its strong, rising trend helps pull the fund higher. Singapore’s OCBC and UOB, along with Sweden’s Swedbank, form a powerful financial backbone, though their recent trading has been more mixed, occasionally losing a bit of steam. On the energy side, TotalEnergies and Shell are steady engines of support. With holdings spread across Europe, Asia, and Australia and little tech exposure, this is a value-focused, developed-markets ex-North America story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TotalEnergies SE | 3.44% | $2.00M | €154.71B | 25.67% | 78 Outperform | |
| OCBC | 3.39% | $1.97M | S$92.71B | 29.42% | 71 Outperform | |
| National Australia Bank Limited | 3.07% | $1.78M | AU$144.11B | 63.92% | 64 Neutral | |
| UOB | 2.92% | $1.70M | S$59.75B | 0.62% | 65 Neutral | |
| Swedbank | 2.76% | $1.61M | kr371.42B | 25.87% | 74 Outperform | |
| Shell (UK) | 2.40% | $1.40M | £189.65B | 27.87% | 73 Outperform | |
| British American Tobacco | 2.32% | $1.35M | £97.95B | 42.78% | 71 Outperform | |
| ― | 2.30% | $1.34M | ― | ― | ― | |
| Vinci SA | 2.02% | $1.17M | €72.20B | 11.38% | 76 Outperform | |
| Swiss Re AG | 1.89% | $1.10M | CHF35.11B | -3.88% | 73 Outperform |
AIVI Technical Analysis
Neutral
―
Price Trends
54.95
Negative
52.44
Positive
50.13
Positive
Market Momentum
-0.49
Positive
31.85
Neutral
15.66
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIVI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 56.24, equal to the 50-day MA of 54.95, and equal to the 200-day MA of 50.13, indicating a neutral trend. The MACD of -0.49 indicates Positive momentum. The RSI at 31.85 is Neutral, neither overbought nor oversold. The STOCH value of 15.66 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AIVI.
AIVI Peer Comparison
Comparison Results
Performance Comparison
AIVI
WisdomTree International AI Enhanced Value Fund
54.02
11.28
26.39%
JIRE
JPMorgan International Research Enhanced Equity ETF
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―
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QUIZ
Zacks Quality International ETF
―
―
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TACN
T. Rowe Price Active Core International Equity ETF
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―
―
IVSI
Applied Finance IVS International Large 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.
Disclaimer
This 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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