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AIVI - ETF AI Analysis
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WisdomTree International AI Enhanced Value Fund (AIVI)
Rating:61Neutral
Price Target:
$53.00
Positive Factors
Strong Geographic Diversification
The ETF is well-diversified across multiple countries, reducing reliance on any single economy.
Solid Financial Sector Exposure
With over 32% of the portfolio in financial stocks, the fund benefits from steady performance in this sector.
Healthy Year-to-Date Performance
The ETF has shown strong year-to-date returns, indicating positive momentum.
Negative Factors
High Expense Ratio
The fund charges a relatively high expense ratio compared to some other ETFs, which can eat into returns over time.
Underperforming Holdings
Some top holdings, such as TotalEnergies SE and UOB, have lagged in performance, potentially dragging down overall returns.
Overweight in Financials
The heavy concentration in financial stocks increases vulnerability to sector-specific risks.
AIVI vs. SPDR S&P 500 ETF (SPY)
AUM58.10M
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.51
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield3.75%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,093
30 Day Avg. Volume2,432
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
53.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering123
AIVI Summary
The WisdomTree International AI Enhanced Value Fund (AIVI) is an ETF that uses artificial intelligence to find undervalued companies with strong growth potential in international markets. It focuses on value stocks across various sectors, including financials, industrials, and consumer goods. Some well-known companies it holds are British American Tobacco and TotalEnergies SE. Investors might consider AIVI for diversification, as it provides exposure to global markets and a unique AI-driven approach to stock selection. However, new investors should be aware that the fund’s performance can fluctuate with global market conditions, and its focus on value stocks may not always align with broader market trends.
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
The WisdomTree International AI Enhanced Value Fund (AIVI) leans heavily into financials, with names like Swedbank and OCBC driving steady performance thanks to strong profitability and attractive valuations. Swedbank, in particular, has been rising on robust revenue growth and a high dividend yield, while OCBC faces mixed momentum due to technical headwinds. Energy giant TotalEnergies is lagging slightly, weighed down by declining cash flow despite its appealing valuation. Meanwhile, British American Tobacco is losing steam, with bearish technical signals offsetting its high dividend yield. Overall, the fund’s developed markets focus and financial sector tilt provide a stable yet concentrated approach to value investing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| OCBC | 3.34% | $1.91M | S$75.95B | 20.91% | 73 Outperform | |
| Swedbank | 3.28% | $1.88M | kr324.43B | 31.38% | 75 Outperform | |
| TotalEnergies SE | 3.25% | $1.86M | €115.36B | -9.85% | 71 Outperform | |
| UOB | 2.89% | $1.66M | S$57.89B | 4.06% | 69 Neutral | |
| British American Tobacco | 2.62% | $1.50M | £85.53B | 47.84% | 60 Neutral | |
| M&G Plc | 2.59% | $1.48M | £6.29B | 36.15% | 52 Neutral | |
| Vinci SA | 2.44% | $1.39M | €66.08B | 13.87% | 76 Outperform | |
| FinecoBank SpA | 2.41% | $1.38M | €11.76B | 25.19% | 72 Outperform | |
| Zurich Insurance Group | 2.30% | $1.31M | CHF81.23B | 21.64% | 80 Outperform | |
| Imperial Brands | 2.30% | $1.31M | £24.26B | 34.60% | 76 Outperform |
AIVI Technical Analysis
Positive
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Price Trends
49.76
Positive
48.92
Positive
45.77
Positive
Market Momentum
0.16
Negative
51.40
Neutral
70.02
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 49.77, equal to the 50-day MA of 49.76, and equal to the 200-day MA of 45.77, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 51.40 is Neutral, neither overbought nor oversold. The STOCH value of 70.02 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
49.87
9.96
24.96%
JIRE
JPMorgan International Research Enhanced Equity ETF
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FENI
Fidelity Enhanced International ETF
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IMOM
Alpha Architect International Quantitative Momentum ETF
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RAYD
Rayliant Quantitative Developed Market Equity ETF
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QUIZ
Zacks Quality International 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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