AIVL
NYSEWisdomTree U.S. AI Enhanced Value Fund
About AIVL
AIVL is WisdomTree's actively-managed AI fund focused on the US value factor. Rather than running a broad market mandate, AIVL constrains the AI to pick from the value end of the US equity universe — companies trading at lower valuations relative to fundamentals — and uses the AI to decide which value names to hold and how to weight them.
This is a different design philosophy from funds like AIEQ or PQUS, where the AI has wider latitude across the full market. AIVL bakes a factor decision in upfront (value) and uses AI for the harder problem of distinguishing genuinely cheap names from value traps. The fund typically holds around 100 names.
For readers comparing AI approaches on this site, AIVL pairs with AIVI (its international developed-markets sibling) and contrasts against momentum-oriented funds like AMOM. The Buffett-style screens on this site rate holdings against value-investing criteria, which makes AIVL a natural fit for that lens.
Top 10 holdings
All 103 holdingsRecent portfolio changes
Full diff viewHow AIVL selects stocks
AIVL filters the US equity universe to value-tilted candidates first, then applies WisdomTree's AI model to score and select within that pool. Inputs combine fundamental quality signals (margins, return on capital, debt) with valuation metrics (P/E, P/B, free-cash-flow yield). The portfolio rebalances periodically rather than at a daily cadence.