IVES ETF Analysis: Dan IVES Wedbush AI | NYSE

Technology | NYSE, USA | Market Cap: 1.027m USD | 12M Return: 24.1% | Charts, Fundamentals & Technical Analysis

Artificial Intelligence, Semiconductors, Software, Cloud Computing
Total Rating 39
Safety 27
Buy Signal -0.41
Technology
Category Rotation: -17.0
AUM: 1.03B
Avg Turnover: 18.3M
Risk 3d forecast
Volatility26.6%
VaR 5th Pctl5.05%
VaR vs Median5.54%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD48.6
Rel. Str. Peer Group30.8
Character TTM
Beta2.079
Beta Downside2.349
Hurst Exponent0.473
Drawdowns 3y
Max DD22.64%
CAGR/Max DD1.48
CAGR/Mean DD5.34

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.1 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun -11.8% -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IVES Dan IVES Wedbush AI

The Wedbush AI Revolution ETF (IVES) is a technology-focused exchange-traded fund that tracks an index composed of equity securities or ADRs from companies identified in the Dan Ives AI 30 Research Report. The fund concentrates at least 80% of its net assets in AI-related companies and operates as a non-diversified fund, meaning it holds a more concentrated portfolio rather than spreading investments across a broad range of issuers.

The ETF invests in the artificial intelligence sector, which typically includes companies involved in machine learning, data analytics, semiconductors, cloud computing, and AI software development. As an exchange-traded fund, IVES trades on stock exchanges like an individual stock while providing exposure to a curated basket of AI-focused companies selected by Wedbushs research team.

Headlines to Watch Out For
  • Hyperscaler AI capex sustains Nvidia and Microsoft growth
  • AI bubble narrative triggers rotation out of mega-cap tech
  • US export curbs limit China revenue for chipmakers
What is the price of IVES shares?

As of July 28, 2026, the stock is trading at USD 35.09 with a total of 258,551 shares traded. Over the past week, the price has changed by -4.20%, over one month by -6.00%, over three months by +4.97% and over the past year by +24.06%.

Current recommended Stop Loss: 32.60 (which is 7.1% or 2.8 ATR below the current price).

Is IVES a buy, sell or hold?

Dan IVES Wedbush AI has no consensus analysts rating.