AIVI - ETF AI Analysis
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WisdomTree International AI Enhanced Value Fund (AIVI)
AIVI, the WisdomTree International AI Enhanced Value Fund, has a solid overall rating driven mainly by strong, diversified holdings like HSBC, Swiss Re, Shell, and Swedbank, which combine healthy profitability, reasonable valuations, and supportive technical trends. These strengths are partly offset by risks such as bearish or overbought technical signals in some bank holdings (like UOB and OCBC) and company-specific challenges in revenue, cash flow, or leverage, so investors should be aware that financial-sector and energy exposure are key drivers of both the fund’s potential and its risk.
AIVI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 57.98M
- Region
- Developed Markets
- Expense Ratio
- 0.58%
- Beta
- 0.54
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Dividend Yield
- 4.97%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AIVI Summary
WisdomTree International AI Enhanced Value Fund (AIVI) is an ETF that uses artificial intelligence to pick undervalued companies from markets outside the U.S., aiming to find stocks with solid long-term potential. It doesn’t track a traditional index, but follows a value-focused theme across many countries like Japan, the UK, and France, and across sectors such as financials, energy, and consumer goods. Well-known holdings include TotalEnergies and HSBC. Investors might consider AIVI for international diversification and exposure to value stocks. A key risk is that these stocks can rise or fall with global markets, and value stocks can stay out of favor for long periods.
How much will it cost me?
This ETF has an expense ratio of 0.58%, which means you’ll pay about $5.80 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because it uses active, AI-enhanced stock selection rather than simple passive indexing.
What would affect this ETF?
Future returns for AIVI could benefit if developed markets outside North America grow steadily, if banks and insurance companies stay healthy, and if energy and consumer defensive stocks remain in demand, giving its AI-driven value strategy more chances to find winners. On the other hand, rising interest rates, financial sector stress, stricter energy or tobacco regulations, or economic slowdowns in Europe and Asia could hurt its major holdings and weigh on performance.
AIVI Top 10 Holdings
AIVI’s story is all about big overseas value names, with Europe and Asia doing most of the heavy lifting. TotalEnergies and Shell have been rising on the back of solid balance sheets and firm energy markets, giving the fund a strong engine in the oil patch. Swiss Re and British American Tobacco add a steady, cash-rich backbone that’s helped performance stay on track. On the flip side, major bank holdings like National Australia Bank, HSBC, and UOB have been lagging lately, acting as a bit of a brake on this developed-markets ex-North America portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 FR:TTE | TotalEnergies SE | 2.91% | $1.67M | EUR 190.70B | 54.98% | 78Outperform |
 AU:NAB | National Australia Bank Limited | 2.21% | $1.27M | AUD 129.05B | -6.21% | 64Neutral |
 GB:BATS | British American Tobacco | 2.09% | $1.20M | GBP 98.70B | 17.16% | 71Outperform |
 GB:SHEL | Shell (UK) | 1.93% | $1.11M | GBP 229.30B | 37.70% | 73Outperform |
 CH:SREN | Swiss Re AG | 0.70% | $399.80K | CHF 41.66B | 4.81% | 73Outperform |
 SG:O39 | OCBC | 1.76% | $1.01M | SGD 131.63B | 66.29% | 71Outperform |
 GB:HSBA | HSBC Holdings | 1.62% | $928.02K | GBP 218.81B | 20.69% | 80Outperform |
 JP:5108 | Bridgestone | 1.48% | $848.11K | JPY 4.86T | 19.25% | 73Outperform |
 SG:U11 | UOB | ― | ― | ― | ― | 65Neutral |
AIVI Technical Analysis
Price Trends
Market Momentum
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 57.93 is above the 20-day moving average (MA) of 57.51, below the 50-day MA of 58.47, and above the 200-day MA of 55.99, indicating a neutral trend. The MACD of -0.09 indicates Negative momentum. The RSI at 50.80 is Neutral, neither overbought nor oversold. The STOCH value of 49.89 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AIVI | $57.93 | $62.00(7.03% Upside) | $57.98M | 0.58% | 64Neutral |
 QUIZ | $28.04 | $33.97(21.17% Upside) | $96.16M | 0.55% | 65Neutral |
 JIDE | $50.74 | $60.17(18.57% Upside) | $64.69M | 0.55% | 68Neutral |
 TACN | $28.50 | $34.10(19.64% Upside) | $24.17M | 0.00% | 66Neutral |
 ENHI | $26.54 | $32.83(23.70% Upside) | $21.19M | 0.27% | 66Neutral |
 IVSI | $29.16 | $34.20(17.29% Upside) | $9.48M | 0.65% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AIVI | WisdomTree International AI Enhanced Value Fund | 57.93 | 11.21 | 23.99% | |
| QUIZ | Zacks Quality International ETF | 28.04 | 2.64 | 10.38% | |
| JIDE | JPMorgan International Dynamic ETF | 50.74 | 1.43 | 2.89% | |
| TACN | T. Rowe Price Active Core International Equity ETF | 28.50 | 3.26 | 12.93% | |
| ENHI | iShares Enhanced International Active ETF | 26.54 | 2.30 | 9.48% | |
| IVSI | Applied Finance IVS International Large ETF | 29.16 | 3.58 | 14.01% |
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.