Latest news with #DanIvesWedbushAiRevolutionETF
Yahoo
03-07-2025
- Business
- Yahoo
This Dan Ives-Backed ETF Could Be the Smartest Way to Play the AI Revolution
The Dan Ives AI Revolution ETF limits the influence of mega-cap tech stocks, such as Nvidia and Microsoft. It still explores the exciting AI opportunity with 30 hand-picked stocks in that market. This nearly equal-weighted ETF could appeal to investors seeking more diversification in the AI sector. 10 stocks we like better than Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF › The artificial intelligence (AI) revolution is shaking Wall Street to its very foundations. The "Magnificent Seven" group of market-defining AI stocks all rank among the 12 highest-valued securities on the market today. Together, this group accounts for 32.3% of the S&P 500 (SNPINDEX: ^GSPC) index's total score, and 61.9% of the tech-heavy Nasdaq 100 index. These are the market darlings of this era, all trading at lofty valuations and perhaps headed toward a painful price correction someday soon. What if you're not comfortable giving so much weight to a risky bunch of recent market beaters? Remember, past performance does not guarantee that future returns will be similar. Well-known analyst Dan Ives just launched a hand-vetted fund that provides targeted investments in the AI boom, but with lower influence from the handful of top-ranked giants. Let's see what's different about this exchange-traded fund (ETF), so you can decide whether it belongs in your portfolio. The Dan Ives Wedbush AI Revolution ETF (NYSEMKT: IVES) is technically an index fund, but the underlying index is a custom list that simply reflects the stock pick in Ives' top-30 AI stock-picking reports. It was launched just days before the related ETF. So the index formulation is just a technicality. The Wedbush analyst with a long research history and a penchant for colorful suits is really making these stock picks in a very direct sense. At the same time, the index structure adds some academic rigidity to the ETF. New additions to the index (and ETF) are given a cap-based weight between 1% and 4% of the total portfolio, no exceptions. The index is rebalanced four times a year, on the third Fridays of March, June, September, and December. The hard caps of at least 1% but no more than 4% are reapplied at each of these events, making sure that no single stock ever represents a huge slice of the Dan Ives ETF. The annual expense ratio is 0.75%, far above the leading S&P 500 index funds and comparable to many handpicked stock collections. On June 30, just 27 calendar days after the ETF's inception, the "Magnificent Seven" stocks added up to 32.6% of the Ives fund's value. That's actually a smidge higher than their combined slice of the S&P 500, but megacaps Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) hold significantly lighter weights in the Dan Ives portfolio. Nineteen of the 30 components ran into the 4% top-end weighting cap at the latest rebalancing, making alternatives such as IBM (NYSE: IBM) and Advanced Micro Devices (NASDAQ: AMD) just as important to the ETF's value as any of the Magnificent Seven. No ETF can guarantee market-beating returns, and AI is a volatile field right now. I can't guarantee that Ives' selections will outperform the broader market in the long run, or that the nearly equal-weighted nature of this fund is a better idea than the market cap weightings seen in many other ETFs. But if you're looking for a lower-risk approach to the exciting but risky AI market, the Dan Ives AI Revolution ETF might hit the spot. Its careful rebalancing policy sets this fund apart from most of its rivals. Ives' decades of market analysis experience should be worth something, too. The fund is too young to do a deep dive into its market performance, but it's off to a strong start in its first month of operation. Only time will tell how this ETF will stack up in the long run, but its lower risk profile could be right for your portfolio. After all, it will hurt less to hold the Dan Ives ETF if a top stock like Nvidia or Microsoft takes a big tumble. As always, do your own research before you buy anything -- but if you want a smarter, more diversified way to play the AI revolution, this ETF might just fit the bill. Before you buy stock in Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $692,914!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $963,866!* Now, it's worth noting Stock Advisor's total average return is 1,050% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Anders Bylund has positions in International Business Machines and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, International Business Machines, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. This Dan Ives-Backed ETF Could Be the Smartest Way to Play the AI Revolution was originally published by The Motley Fool
Yahoo
13-06-2025
- Business
- Yahoo
Want Exposure to Nvidia, Microsoft, and Tesla? This New ETF Covers Them All.
A new exchange-traded fund offers investors a way to gain exposure to some of the hottest stocks in the AI market. The new ETF uses proprietary research to evaluate the top AI companies to invest in. Wedbush tech analyst Dan Ives oversees the ETF that bears his name. 10 stocks we like better than Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF › Exchange-traded funds (ETFs) are a great way to gain exposure to the hot field of artificial intelligence (AI). ETFs provide a diversified portfolio of AI stocks while typically charging low fees. A new AI ETF emerged recently, and what makes this one stand out is that it's overseen by Dan Ives, the global head of technology research at Wall Street firm Wedbush Fund Advisors. Naturally, the fund, the Dan Ives Wedbush AI Revolution ETF (NYSEMKT: IVES), is named after its founder. But just because it sports the name of a well-known stock market analyst doesn't mean the ETF is a buy. Here's a deeper look into this new opportunity to invest in the hot field of artificial intelligence. Ives started his namesake ETF because he's excited about the transformative power artificial intelligence brings to every industry. He told Fox Business, "In 25 years covering tech, I've never seen a bigger theme than the AI revolution." The fund is made up of 30 businesses across a number of industries ranging from semiconductor manufacturing and robotics to cybersecurity and consumer products. What ties these disparate companies together is that each has developed strong AI capabilities in their fields. The Dan Ives Wedbush AI Revolution ETF encompasses many key players in the AI space, including tech stalwarts Microsoft, Tesla, Apple, Palo Alto Networks, and of course, AI darling Nvidia. Some newcomers to the AI arena are also included, such as SoundHound AI and All 30 stocks were handpicked using Ives' proprietary investment framework. Ives intends to actively manage the roster of companies in his ETF, and the plan is to reconfigure and rebalance the stocks quarterly. At the time of this writing, Microsoft has the heaviest weighting in the ETF at 5.65%. Ives described this process to CNBC, saying: It's based on our research. So as new companies come in, then some companies could come out. This is a living organism, in terms of this AI 30. It's not static. And that's a key part of the theme here, because the theme will continue to evolve. While available to all investors, the ETF is aimed at retail investors. Ives explained there's "a heavy focus on retail for all the investors that follow me." The Dan Ives Wedbush AI Revolution ETF charges an annual fee of 0.75%, which is higher than several other AI ETFs. That's not surprising because the fund is actively managed, so investors will be paying $75 annually in fees for every $10,000 invested. In fact, Cullen Rogers, chief investment officer at Wedbush Fund Advisers, told CNBC, "We're kind of walking this line between active and passive." This is actually a strength of Ives' ETF compared to a passively managed fund. The AI industry is dynamic and evolving rapidly. Having Ives and his team researching and staying on top of who the important AI players are across diverse industries is essential to the fund's performance over time. And Ives wasn't modest when he highlighted another reason to invest in his ETF, telling Yahoo! Finance, "There is only one Dan Ives." He elaborated, "There are plenty of other great vehicles out there, but there's only one that encompasses my investing team and the research that investors have trusted me to deliver." Is there enough reason to invest in the Dan Ives Wedbush AI Revolution ETF? It boasts a number of exceptional AI stocks. For example, it includes shares of Facebook parent Meta Platforms, which rose 42%, and Pegasystems, which skyrocketed 78% over the past 12 months. But because the fund is so new, with an inception date of June 3, the ETF lacks a track record to assess how it's performed over time. Some of the veteran companies in the fund, for example, Nvidia, are a solid choice, but others, such as Soundhound, are newer businesses that may not succeed over the long run. So there's risk this ETF can underperform the overall market. If so, you're better off opting for one of the ETFs focused on the S&P 500. Moreover, the method Ives is taking with his fund warrants careful consideration. He told Yahoo! Finance: "I've never been too focused on valuations. It's about the themes, the best places, and the disruptors." To say stock valuation is taking a bit of a back seat is concerning. It's also counter to how investing legend Warren Buffett approaches stocks. As Buffett has famously said, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." As a result, before deciding to invest, wait to see how the ETF performs over the next few quarters. This gives you some history to evaluate whether Ives can deliver worthwhile returns in the dynamic, ever-evolving AI industry. Before you buy stock in Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,871!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $875,479!* Now, it's worth noting Stock Advisor's total average return is 998% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Robert Izquierdo has positions in Apple, Meta Platforms, Microsoft, Nvidia, Palo Alto Networks, SoundHound AI, and Tesla. The Motley Fool has positions in and recommends Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends Palo Alto Networks, and Pegasystems and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Want Exposure to Nvidia, Microsoft, and Tesla? This New ETF Covers Them All. was originally published by The Motley Fool
Yahoo
09-06-2025
- Business
- Yahoo
This AI-Focused ETF Just Launched -- Here's What's Inside and Why It Matters
Wedbush's Dan Ives is one of the best-known AI stock analysts. He just launched an ETF made up of his top picks. It includes many of the top AI stocks. 10 stocks we like better than Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF › Not too many Wall Street analysts have name recognition, but Wedbush's Dan Ives is one of the best-known commentators and AI cheerleaders. Ives is a frequent guest on CNBC and other financial news outlets, as well as social media, typically wearing a bright-colored jacket and a loud shirt. He's known for his bullish commentary on stocks like Nvidia and Palantir. In fact, Ives recently said that Palantir would hit a market cap of $1 trillion within three years. Now, the Wedbush analyst has taken the next logical step, creating an exchange-traded fund (ETF). On Wednesday, Wedbush Fund Advisers launched the Dan Ives Wedbush AI Revolution (NYSEMKT: IVES), which trades on the New York Stock Exchange and is based on his picks and research in the artificial intelligence (AI) sector. The ETF holds 30 stocks, ranging from semiconductors to hyperscalers to cybersecurity, robotics, and other industries. Ives says he is more focused on themes and disruptive impact, rather than valuation, and the ETF features many of the best-known names in AI. The top 10 holdings in the IVES ETF are as follows: Company Percent of Fund Microsoft 5.67% Nvidia 5.37% Broadcom 5.25% Tesla 4.65% Taiwan Semiconductor Manufacturing 4.63% Meta Platforms 4.61% Amazon 4.41% Palantir 4.33% Alphabet 4.31% Apple 4.24% That list shouldn't come as a big surprise. It includes the "Magnificent Seven" and three other well-known AI stocks, Broadcom, Taiwan Semiconductor, and Palantir. Combined, those stocks make up nearly half of the fund. Of the remaining stocks, there are several cloud software and cybersecurity names like ServiceNow, Palo Alto Networks, Salesforce, Adobe, Snowflake, and Zscaler. Among the lesser-followed stocks it owns are Innodata, Elastic, and Pegasystems, which are all relatively small positions in the fund. Each stock is at least 1% of the fund. As of June 4, the fund had net assets of $26.4 million, and its expense ratio is 0.75%, meaning investors will pay $0.75 out of every $100 invested in the fund to Wedbush to manage it. The launch of the IVES ETF matters to investors for a few reasons. First, if the fund serves as a big draw, bringing billions into the fund, it will funnel that money to the stocks it holds, helping them rise further. The fund is also contributing to a greater proliferation of AI ETFs, potentially making it easier to invest in AI stocks. We're about 2.5 years into the AI boom, which kicked off with the launch of ChatGPT in 2022, and some AI ETFs have been created. However, the formation of AI ETFs has generally lagged in the sector, and many of the funds that purport to track AI stocks don't invest in the household names that investors might expect an AI ETF to hold. For instance, the Global X Robotics & Artificial Intelligence ETF holds little-known stocks like ABB, Keyence, and Fanuc, which are focused on robotics and automation, among its top five holdings. The IVES ETF gives investors exposure to the more traditional AI stocks that have become associated with the AI boom. If you backtested the IVES ETF over the last year or two, it would have outperformed the S&P 500. The ETF doesn't get credit for that, but the top holdings are many of the stocks that Ives has been publicly bullish on during that time. If the AI boom continues, the IVES ETF is likely to be a winner as it offers exposure to a range of stocks driving the "AI revolution." With an expense ratio of 0.75%, the IVES ETF is more expensive than most ETFs, but on par with actively managed funds. For investors looking for easy exposure to a range of AI stocks, investing a bit of money into the IVES ETF is a good way to do it. Before you buy stock in Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jeremy Bowman has positions in Amazon, Broadcom, Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Abb, Adobe, Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, Palantir Technologies, Salesforce, ServiceNow, Snowflake, Taiwan Semiconductor Manufacturing, Tesla, and Zscaler. The Motley Fool recommends Broadcom, Elastic, Fanuc, Palo Alto Networks, and Pegasystems and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. This AI-Focused ETF Just Launched -- Here's What's Inside and Why It Matters was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
