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AIVL
+3.76 · +3.24%
$119.89 · NYSE ARCA

WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund (AIVL) ETF Analysis | Mid-Cap Value

WisdomTree · USA
AUM:$391.1M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.38% — moderate cost. Consider how fees compound over long holding periods.

What is AIVL?

The fund is actively managed and seeks to invest primarily in equity securities selected from a universe of U. equities that exhibit value characteristics based on the selection results of a proprietary, quantitative AI model developed by Sub-Adviser.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AIVL delivered 18.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.38%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 33.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$391.1M
Expense Ratio0.38%
Dividend Yield1.59%
Holdings50
Inception DateJun 2006
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta0.86
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.5%
1Y
+18.9%
3Y
+50.8%
5Y
+52.0%
OpenBook InsightIf you had invested £10,000 in AIVL 5 years ago, it would have grown to £15,199 — a gain of £5,199.

Annual Returns

Calendar year performance

AIVL delivered positive returns in 4 of the last 5 calendar years.
YearAIVL
2026 YTD+17.3%
2025+10.0%
2024+13.2%
2023+6.7%
2022-7.3%
CAGR 4yr+5.3%
4/5 positive yearsAvg return: +8.0%Worst year: -7.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.4%
Low
Momentum
+2.7%
30-day change
Support Level
133.75
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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