(IVES) Dan IVES Wedbush AI - NYSE

ETF Category: Technology | Exchange: NYSE (USA) | Market Cap: 1.109m USD | Total Return: 40.1% in 12m

Artificial Intelligence, Software, Semiconductors, Cloud Computing
Total Rating 49
Safety 9
Buy Signal -1.08
Technology
Category Rotation: -26.7
AUM: 1.11B
Avg Turnover: 19.5M
Risk 3d forecast
Volatility36.4%
VaR 5th Pctl6.92%
VaR vs Median5.60%
Reward TTM
Sharpe Ratio1.24
Rel. Str. IBD75.8
Rel. Str. Peer Group34.9
Character TTM
Beta2.052
Beta Downside2.286
Hurst Exponent0.469
Drawdowns 3y
Max DD22.64%
CAGR/Max DD1.86
CAGR/Mean DD7.41

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IVES Dan IVES Wedbush AI

The Wedbush AI Revolution ETF (IVES) is a non-diversified exchange-traded fund that tracks the Dan Ives AI 30 Research Report. The fund mandates that at least 80% of its net assets are invested in equity securities or ADRs of companies specifically identified as leaders in the artificial intelligence sector. This thematic approach targets firms involved in the development of generative AI models, hardware accelerators, and enterprise software integration.

The AI sector operates on a tiered business model consisting of infrastructure providers, such as semiconductor manufacturers, and application developers who monetize AI through software-as-a-service (SaaS) platforms. As the industry matures, capital expenditure is increasingly directed toward hyperscale data centers to support the massive computational requirements of large language models. For those seeking deeper fundamental analysis on these underlying holdings, ValueRay provides comprehensive valuation tools. This ETF offers concentrated exposure to these technological shifts by maintaining a focused portfolio of thirty high-conviction companies.

Headlines to Watch Out For
  • Hyperscale cloud capital expenditure cycles drive enterprise AI infrastructure demand
  • Monetization of generative AI software applications accelerates recurring revenue growth
  • Semiconductor supply chain capacity constraints impact hardware delivery timelines
  • Federal Reserve monetary policy shifts influence valuation multiples for high-growth tech stocks
What is the price of IVES shares?

As of June 11, 2026, the stock is trading at USD 36.08 with a total of 732,675 shares traded.
Over the past week, the price has changed by -10.23%, over one month by -1.29%, over three months by +19.31% and over the past year by +40.09%.

Is IVES a buy, sell or hold?

Dan IVES Wedbush AI has no consensus analysts rating.