(IVES) Dan IVES Wedbush AI - NYSE ARCA

ETF Category: Technology | Exchange: NYSE ARCA (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 Dan Ives Wedbush AI Revolution ETF (IVES) is a non-diversified exchange-traded fund that tracks a concentrated index of equity securities and American Depositary Receipts (ADRs) identified in the Dan Ives AI 30 Research Report. The fund mandates that at least 80% of its net assets be allocated to companies directly involved in the artificial intelligence sector.

The AI sector encompasses hardware providers, such as semiconductor manufacturers, and software firms developing large language models or enterprise automation tools. This business model focuses on capturing value from the rapid scaling of compute infrastructure and the integration of generative AI into existing corporate workflows. For a deeper look at underlying fundamentals, you may want to explore the data available on ValueRay.

Headlines to Watch Out For
  • Enterprise spending on generative AI infrastructure fuels core holding revenue
  • Federal interest rate pivots dictate valuation multiples for high-growth tech
  • Monetization of AI software applications drives margin expansion across the portfolio
  • Strategic M&A activity within the AI 30 index triggers price appreciation
  • Supply chain stability for advanced semiconductors impacts portfolio company production capacity
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.