WisdomTree U.S. AI Enhanced Value Fund (AIVL)
ARCA ARCA Primary Summary
AIVL Chart
AIVL: This AI-Powered ETF Still Has To Prove Itself
WisdomTree U.S. AI Enhanced Value Fund is an actively managed ETF targeting value stocks with an AI model. AIVL was launched in January 2022 in the shell of an old ETF. All data prior to 1/18/2022 must be ignored. AIVL is well-diversified across sectors and holdings, but valuation is uncompelling for a mid-cap value fund.
WisdomTree U.S. AI Enhanced Value Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,172 | $114,010.65 | $153,280.02 | $39,269.37 | 34.44% |
 Jeff Ameen Spire Wealth Management | 2,647 | $288,590.52 | $345,229.68 | $56,639.16 | 19.63% |
 John Mezzasalma Mezzasalma Advisors LLC | 2,365 | $252,220.39 | $309,152.8 | $56,932.41 | 22.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 200 | $26,226 | $26,105 | -$121 | -0.46% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 27,000 | $2.4M | $3.53M | $1.13M | 46.89% |
WisdomTree U.S. AI Enhanced Value Fund (AIVL) FAQ
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WisdomTree U.S. AI Enhanced Value Fund Profile
| ARCA Exchange | US Country |
Overview
The fund described is distinguished by its proactive approach toward equity investment, focusing primarily on companies within the United States that demonstrate valuable characteristics. This selection process is underpinned by a specifically developed proprietary, quantitative Artificial Intelligence (AI) model managed by the Sub-Adviser. It explicitly targets to allocate at least 80% of its net assets in securities affiliated with U.S.-based companies, whether by organization, principal business location, or primary trading platform being in U.S. exchanges. This fund takes a non-diversified stance, concentrating its investments more narrowly compared to diversified funds.
Products and Services
- Actively Managed Equity Investments: The fund's primary investment focus lies in equity securities, specifically those displaying value characteristics in the U.S. market. Through the utilization of an exclusive, AI-driven quantitative model designed by the Sub-Adviser, it dynamically selects equities that promise potential for growth and value increment. This approach aims to capitalize on market fluctuations and valuation gaps identified by advanced algorithms, setting it apart from traditional, passive investment strategies.
- Focus on U.S.-based Companies: Committing at least 80% of its net assets to securities of companies that are either organized, headquartered, or predominantly traded within the U.S. This strict geographical focus ensures that all investment avenues fall within the regulatory and economic framework of one of the world's largest and most liquid markets. The emphasis on U.S. entities integrates a layer of domestic market insulation, potentially reducing exposure to international market volatilities and currency risks.
- Non-Diversified Fund Structure: Unlike diversified funds, this fund adopts a non-diversified investment strategy. This allows it to hold higher stakes in fewer selected equities, thereby potentially increasing the fund's return on those investments. However, it also involves a higher risk level since the fund's performance is more closely tied to the specific successes or failures of the chosen securities. This strategy seeks to benefit from concentrated bets on high-conviction picks identified by the Sub-Adviser’s proprietary AI model.
