Last refreshed: July 21, 2026 (US ET)
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1997

Defensive

WHARF REAL ESTATE INVEST /HKD/

Real Estate·Real Estate Operating CompaniesLocal-currency price

Close · 3M

+3.39%

1997 · 3M

+3.39%

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Held by 2 AI ETFs

AIVI0.252%

as of Jul 17

PQNT0.110%

as of Jul 21

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals11
Win rate82% (9/11)
Avg buy return+4.38%
AIVInow 0.252% of fund20 signals

AIVI · Accumulation · 7d

WHARF REAL ESTATE INVEST, trading at $3.17 with 90-day and 1-year returns of +3.4%, presented as a suitable international developed-market value candidate for the WisdomTree AIVI ETF, given its sustained modest long-term performance. The AI-driven selection process, which focuses on approximately 100 international value stocks, led to a gradual accumulation of this Real Estate sector company, with its weight rising from 0.2249% to 0.2524% between July 7th and July 17th. This incremental increase in AIVI's holding occurred as the stock’s 30-day return registered +8.7% and its current price reached 95% of its 52-week high, indicating the AI identified continued value potential despite recent short-term gains.

weight 0.225% → 0.252% (+0.028 pp)·stock up 13.4% in the 30 days before

Jul 17·entry 3.17·now 3.17Fresh

0.00%
since Jul 17

AIVI · Accumulation · 6d

The stock, WHARF REAL ESTATE INVEST, currently trades at $3.15, placing it at 95% of its 52-week high of $3.33, following recent 30-day returns of +5.5% and 90-day returns of +2.8%. Despite its proximity to a yearly high, AIVI, an international value-factor ETF managed by WisdomTree, initiated a gradual accumulation of this Hong Kong-listed Real Estate company. The AI overlay within AIVI's periodic rebalancing method likely identified the stock's underlying value proposition or a positive fundamental shift, prompting an increase in allocation from 0.2246% to 0.2498% over a ten-day period in July 2026. This controlled weight adjustment suggests the AI detected a sustained signal within its developed-international value criteria, even as the price approached its upper range.

weight 0.225% → 0.250% (+0.025 pp)·stock up 11.0% in the 30 days before

Jul 16·entry 3.15·now 3.17Fresh

+0.55%
since Jul 16

AIVI · Accumulation · 6d

WHARF REAL ESTATE INVEST (1997) has recorded negative returns across its 30-day, 90-day, and 1-year periods, with its current $3.01 price point representing roughly 90% of its 52-week high. For the WisdomTree-managed AIVI, an ETF emphasizing international developed-market value, this financial performance within the Real Estate sector indicates the stock's eligibility for its value-factor pool. AIVI's AI overlay initiated a gradual accumulation throughout July 2026, systematically raising the stock's weight from 0.2208% to 0.2429% over a two-week span. This sustained purchasing during a period when the stock traded around $3.01 and displayed persistent negative returns suggests the AI identified a compelling value proposition within its selection methodology.

weight 0.221% → 0.243% (+0.022 pp)·stock up 6.8% in the 30 days before

Jul 15·entry 3.06·now 3.17Drifting

+3.39%
since Jul 15

AIVI · Accumulation · 5d

Wharf Real Estate Invest (1997), a developed-market real estate company, presents a distinct profile: its current $3.01 price point sits at 90% of its 52-week high, yet it has posted negative returns of -3.0%, -1.8%, and -1.8% over the 30-day, 90-day, and 1-year periods respectively. This combination suggests that AIVI's AI overlay, working within its developed-international value-factor pool, identified an underlying intrinsic value or favorable valuation metrics, despite the stock's recent underperformance relative to its 52-week price range. The gradual accumulation from 0.2243% to 0.2396% between July 1st and July 14th indicates the AI initiated buys, capitalizing on this perceived value as the stock maintained its negative momentum. This precise action demonstrates how WisdomTree's AI selectively targets international value opportunities within an underserved market segment, even when traditional price-based value indicators might seem contradictory at first glance.

weight 0.224% → 0.240% (+0.015 pp)·stock up 4.9% in the 30 days before

Jul 14·entry 3.01·now 3.17Drifting

+5.31%
since Jul 14

AIVI · Accumulation · 5d

The AI-managed AIVI fund exhibits a gradual accumulation pattern for 1997, increasing its allocation from 0.2230% to 0.2365% over a two-week period with minor fluctuations. This measured build-up, rather than a sudden pivot, aligns with the ETF's AI selection methodology targeting developed-international value stocks. With 1997 trading at $2.95, near its 52-week low of $2.73 and showing negative returns across 30-day, 90-day, and one-year horizons, the underlying real estate company likely screens favorably as a value opportunity for the AI's models. The AI's periodic rebalancing, distinct from daily trading, supports this incremental weighting adjustment as it identifies and capitalizes on the persistent value characteristics presented by the stock within the designated international market segment.

weight 0.223% → 0.236% (+0.013 pp)·stock up 2.1% in the 30 days before

Jul 13·entry 2.95·now 3.17Drifting

+7.50%
since Jul 13

AIVI · Weight increase · 2d

AIVI, leveraging its AI selection within a developed-international value-factor pool, has consecutively increased its weighting in 1997, WHARF REAL ESTATE INVEST, indicating a sustained AI signal for this particular holding. This pattern aligns with the fund's international value + AI overlay style, which identifies undervalued opportunities within its portfolio of approximately 100 international developed-market value stocks. Reflecting its value-centric methodology, the fund likely identified this Real Estate sector company as a value prospect, considering its recent underperformance, including a 30-day return of -5.0%, and its current price of $2.91, which is near the lower boundary of its 52-week range. The sequence of weight increases, culminating in an allocation of 0.2334%, suggests the AI consistently validated its conviction during the fund's periodic rebalancing.

weight 0.225% → 0.233% (+0.009 pp)·stock up 2.5% in the 30 days before

Jul 10·entry 2.91·now 3.17Drifting

+8.75%
since Jul 10

AIVI · Weight decrease · 2d

Wharf Real Estate Invest (1997.HK) trades at $2.76, positioned close to its 52-week low of $2.72 and at 83% of its 52-week high, following a -17.1% 30-day return, compounding -9.9% over the past 90 days and year. Despite these lower price points, the WisdomTree AIVI fund, which employs an AI selection method within an international developed-market value pool, has shown a recent tendency to decrease its weight in the stock, as seen from June 25 to June 30. This action suggests AIVI's AI overlay, which rebalances periodically among approximately 100 international value stocks, may be detecting an erosion of value fundamentals or an increased risk profile for 1997.HK that outweighs its apparent low price relative to its historical range. The AI likely determined that 1997.HK no longer aligns as strongly with its "developed-international value-factor" criteria, potentially due to the sustained negative momentum and broader sector outlooks identified by its algorithms.

weight 0.240% → 0.223% (-0.017 pp)·stock down 12.2% in the 30 days before

Jun 30·entry 2.73·now 3.17

+16.21%
since Jun 30

AIVI · Weight increase · 3d

WisdomTree's AIVI, which utilizes an AI overlay to select developed-international value stocks, registered a consecutive weight increase in 1997, a Hong Kong-listed real estate firm. The AI selection within AIVI's roughly 100 holdings likely identified the stock as a value proposition following a period of decline. With its current price of $2.77 trading at the lower end of its $2.72 to $3.33 52-week range, the system likely flagged it as undervalued. This series of increases, observed from June 23rd to June 25th, suggests a reinforced conviction by the AI, aligning with the fund's periodic rebalancing approach for its international value mandate.

weight 0.217% → 0.240% (+0.023 pp)·stock down 8.3% in the 30 days before

Jun 25·entry 2.88·now 3.17Chased

+10.11%
since Jun 25

AIVI · Weight increase · 2d

WisdomTree's AIVI, which utilizes an AI selection process within an international developed-market value-factor pool, recently showed a consecutive increase in its allocation to WHARF REAL ESTATE INVEST. This upward adjustment on June 23 and 24 within its ~100-stock portfolio indicates the AI identified this Hong Kong real estate company as fulfilling its value criteria. The AI likely initiated these purchases as the stock currently trades at $2.76, the bottom of its 52-week range, reflecting a -16.9% 30-day return. This periodic rebalancing underscores AIVI's distinct approach to finding value in an underserved segment of the international equity market.

weight 0.217% → 0.225% (+0.008 pp)·stock down 11.8% in the 30 days before

Jun 24·entry 2.77·now 3.17Chased

+14.46%
since Jun 24

AIVI · Weight decrease · 4d

WisdomTree's AIVI, employing AI selection within an international developed-market value pool, systematically reduced its weighting in WHARF REAL ESTATE INVEST throughout June. The consecutive decreases over multiple trading days suggest the AI’s algorithm made a phased adjustment during its periodic rebalancing cycle for this Hong Kong real estate firm. This systematic reduction likely reflects the AI's re-evaluation of the stock's value characteristics, considering its 30-day return of -14.6%. The AI, managing roughly 100 international value stocks, adjusted its position as it continuously assesses the relative attractiveness of its holdings.

weight 0.231% → 0.217% (-0.014 pp)·stock down 14.0% in the 30 days before

Jun 22·entry 2.79·now 3.17

+13.38%
since Jun 22

AIVI · Weight decrease · 3d

AIVI, which deploys AI selection within a developed-international value-factor pool of approximately 100 stocks, has shown a persistent re-evaluation of Wharf Real Estate Investment, evidenced by its consecutive weight decrease from 0.2411% to 0.2233% between June 5 and June 18. This gradual adjustment, even given the fund's periodic rebalancing cadence, suggests the AI's model is detecting a change in the stock's relative attractiveness as a value play. The system appears to be reacting to recent market performance, where Wharf Real Estate has experienced a -14.6% return over the past 30 days, placing it at its 52-week low of $2.79. Such a consistent reduction in exposure indicates the AI's algorithms no longer perceive 1997 as aligning with its established value parameters as strongly as other components within its diversified international portfolio.

weight 0.231% → 0.223% (-0.007 pp)·stock down 16.1% in the 30 days before

Jun 18·entry 2.79·now 3.17

+13.38%
since Jun 18

AIVI · Weight decrease · 2d

Trading at $2.87, Wharf Real Estate Invest (1997 /HKD/) is positioned near its 52-week low of $2.84, reflecting a -8.1% decline over the past 30 days. Despite this price movement potentially presenting a value entry point, AIVI, managed by WisdomTree, initiated a consecutive weight decrease from 0.2419% to 0.2252% between June 4th and June 16th. This systematic divestment suggests the AI selection overlay within AIVI's international developed-market value framework did not identify sustained value in the Hong Kong-based real estate sector company, or perhaps it signaled a deterioration in fundamental conditions as the stock approached its lower price boundary. The AI's continuous adjustment of 1997's allocation, despite the stock being at 86% of its 52-week high but declining sharply, indicates its algorithm likely flagged the recent performance and current price relative to its value criteria for this specific entity.

weight 0.231% → 0.225% (-0.005 pp)·stock down 14.8% in the 30 days before

Jun 16·entry 2.84·now 3.17

+11.59%
since Jun 16

AIVI · Weight decrease · 3d

Shares of WHARF REAL ESTATE INVEST (1997) currently trade at $2.84, representing a 30-day return of -8.5% and sitting at its 52-week low. While traditionally such a price point might attract an international value-focused ETF like AIVI, the fund's AI selection method appears to be detecting a different signal. The consecutive weight decrease from 0.2543% to 0.2312% observed during June 2026 directly overlaps with the period where 1997's price declined to its current 52-week low, coinciding with its -8.5% 30-day return. This consistent reduction in exposure indicates that WisdomTree's AI overlay, even within its developed-international value-factor pool, is likely assessing factors beyond just a low current price, possibly identifying persistent negative momentum or a deterioration in the stock's intrinsic value characteristics within the real estate sector. The AI's periodic rebalancing decided to incrementally reduce its holding in 1997, rather than buying into the apparent 'discount,' suggesting its models prioritize forward-looking value stability or risk considerations over a simple current price-to-high ratio.

weight 0.241% → 0.231% (-0.010 pp)·stock down 11.7% in the 30 days before

Jun 11·entry 2.89·now 3.17

+9.77%
since Jun 11

AIVI · Weight decrease · 2d

WHARF REAL ESTATE INVEST currently trades at $2.89, near the lower end of its $2.84 to $3.33 52-week range, following a 7.1% decline over the past 30 days and a 5.8% decrease over the last year. Despite this relatively low price point, WisdomTree's AIVI, which employs an AI overlay for international developed-market value stock selection, initiated a consistent reduction in its holding of 1997. This continuous adjustment saw the Hong Kong-listed real estate company's weight in the ETF drop from 0.2716% on May 15th to 0.2330% by June 10th. Such sustained trimming suggests the AI's model, evaluating the company against its value-factor criteria, perceives a deteriorating value proposition or increased risk that outweighs the stock's current position near its annual low, driving these periodic rebalancing decisions within the portfolio.

weight 0.241% → 0.233% (-0.008 pp)·stock down 14.4% in the 30 days before

Jun 10·entry 2.84·now 3.17

+11.44%
since Jun 10

AIVI · Weight decrease · 4d

weight 0.272% → 0.242% (-0.030 pp)·stock down 4.6% in the 30 days before

Jun 4·entry 2.99·now 3.17

+6.11%
since Jun 4

AIVI · Weight decrease · 3d

weight 0.272% → 0.245% (-0.026 pp)·stock down 0.7% in the 30 days before

Jun 3·entry 3.10·now 3.17

+2.18%
since Jun 3

AIVI · Weight decrease · 2d

AIVI initiated a consecutive decrease in its allocation to WHARF REAL ESTATE INVEST (1997.HKD), reducing the real estate company's weight from 0.2543% to 0.2522% between June 1st and June 2nd, 2026. This methodical reduction suggests the AI selection process, focusing on developed-international value stocks, identified a shift in the company’s valuation profile or a diminished alignment with its value-factor criteria. For WHARF REAL ESTATE INVEST, a Hong Kong-based entity, this multi-day de-emphasis by WisdomTree’s AIVI signifies a specific algorithmic re-assessment rather than a reactive daily trade. The AI's decision to continuously trim this particular holding underscores its dynamic evaluation within the ETF’s ~100-stock international value portfolio.

weight 0.272% → 0.252% (-0.019 pp)·stock down 2.0% in the 30 days before

Jun 2·entry 3.07·now 3.17

+3.28%
since Jun 2

AIVI · Accumulation · 5d

The AI ETF is likely gradually accumulating WHARF REAL ESTATE due to a perceived long-term value or a favorable shift in sector outlook, using a phased approach to mitigate market volatility and average its cost. This methodical build-up suggests a belief in the stock's stability and future appreciation potential. Retail investors can learn from this by adopting a disciplined, dollar-cost averaging strategy for long-term investments, rather than attempting to time entries perfectly. Focus on fundamentally sound companies and patiently build positions over time.

weight 0.250% → 0.267% (+0.018 pp)

May 11·entry 3.32·now 3.17Fresh

-4.61%
since May 11

AIVI · Accumulation · 5d

The AI ETF is likely employing gradual accumulation for 1997.HK to minimize market impact and achieve an optimal average purchase price for its target allocation in the real estate stock. This systematic, staggered approach prevents significant price movements and suggests a focus on efficient execution over rapid position building. For retail investors, this demonstrates the value of dollar-cost averaging or gradually building positions over time to mitigate risk and improve average entry prices. It emphasizes thoughtful, measured execution for portfolio construction.

weight 0.248% → 0.269% (+0.021 pp)

May 7·entry 3.12·now 3.17Fresh

+1.50%
since May 7

AIVI · Accumulation · 3d

The AI likely employs gradual accumulation for WHARF REAL ESTATE INVEST to minimize market impact, especially given real estate sector sensitivities, and to achieve an optimal average entry price over time. This systematic approach reduces risk by avoiding large single-day purchases that could move the market or be poorly timed. For a retail investor, this pattern underscores the value of dollar-cost averaging, regularly investing smaller amounts to mitigate price volatility and improve long-term entry points.

weight 0.251% → 0.258% (+0.007 pp)

May 4·entry 3.13·now 3.17Fresh

+1.21%
since May 4

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.