AIVLWisdomTree U.S. Al Enhanced Value Fund
Grow my money#1055 of 2944 for Grow my money
Seeks income and capital appreciation.
WisdomTree · Since 2006 (19 years)
Annual Cost
0.38%
#1680 out of 5,332 ETFs
Fund Size
$374M
#1665 out of 5,332 ETFs
Dividend Yield
1.59%
Track Record
19 years
#319 out of 5,332 ETFs
Performance
1 Year
+17.5%
3 Years
+13.2%
5 Years
+7.4%
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Factor
value
Focus
Artificial Intelligence
Asset allocation
Stocks
100.0%
Sector breakdown
Financial Services
17.9%
Industrials
16.6%
Technology
13.6%
Healthcare
10.6%
Utilities
10.0%
Consumer Defensive
9.4%
Energy
6.3%
Basic Materials
5.7%
Other
9.9%
Top holdings
Comcast Corp Class ACMCSA3.4%
Teledyne Technologies IncTDY3.3%
Bank of America CorpBAC3.3%
Procter & Gamble CoPG3.3%
NiSource IncNI3.2%
Medtronic PLCMDT3.1%
Intercontinental Exchange IncICE3.0%
U.S. BancorpUSB3.0%
Honeywell International IncHON2.9%
Fortive CorpFTV2.8%
Risk profile
Volatility (1Y)
11.5%
Moderate
Max drawdown
-41.2%
Worst peak-to-trough loss
Sharpe (3Y)
0.75
Decent risk-adjusted returns
Sortino (3Y)
1.08
Good downside protection
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Data updated on 2026-05-05