AIVI

AIVI invests in value stocks from developed markets, excluding the US and Canada. The fund employs a proprietary, quantitative AI model that analyzes various inputs, including company fundamentals and market sentiment, to select 60-190 stocks that exhibit value characteristics. The AI model weights stocks based on their overall model scores, capped at 6% per individual security. The sub-adviser generally buys and sells stocks monthly based on the AI model's updated recommendations. As an actively managed fund, the portfolio managers can analyze market and financial data to make buy, sell, and hold decisions at their discretion. Prior to Jan. 18, 2022, the fund was called WisdomTree International Dividend ex-Financials Fund, which traded under the ticker DOO, and tracked the WisdomTree International Dividend ex-Financials Index.