WisdomTree U.S. AI Enhanced Value Fund (AIVL) — ETF Analysis on Winston

Key Facts

• Issuer: WisdomTree
• Category: Equity
• Asset Class: US Equity
• Price: $131.70
• Expense Ratio: 38.00%
• Assets Under Management: $423M
• Number of Holdings: 104
• Inception Date: 2006-06-16
• Currency: USD

Winston Score

WisdomTree U.S. AI Enhanced Value Fund has a Winston Score of 71 out of 100.

Performance

• 1-Year Return: 15.76%
• 3-Year Return: 33.05%
• 5-Year Return: 26.92%

Top Holdings

Micron Technology Inc (N/A%), Bank of America Corp (N/A%), Ciena Corp (N/A%), Altria Group Inc (N/A%), Procter & Gamble Co/The (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)