6586

AIVI · Weight decrease · 2d

WisdomTree’s AIVI, which deploys an AI overlay to select approximately 100 stocks from a developed-international value-factor pool, appears to be actively managing its exposure to Makita Corp. The AI's periodic re-evaluation within this framework suggests that Makita Corp no longer aligns as strongly with its value characteristics. Despite a recent -3.8% dip in its 30-day return, the stock's current price of $34.28 places it at 91% of its 52-week high, likely indicating a diminished perception of its relative value within the fund’s selection parameters. This gradual reduction in weight reflects the AI’s model systematically recalibrating Makita’s role in a portfolio specifically targeting international value opportunities.

weight 0.838% → 0.819% (-0.018 pp)·stock up 0.1% in the 30 days before

Jul 17·entry 34.28·now 34.28

AIVI · Weight decrease · 4d

Makita Corp, trading at $34.17 and at 91% of its 52-week high, has experienced a -9.3% 30-day return while its 90-day and 1-year returns are both at +1.4%. This price context likely influenced AIVI’s consecutive weight decrease, initiated by its AI selection method within an international value-factor pool. The WisdomTree-managed fund, focusing on international value, appears to be reducing its exposure to Makita, decreasing from 0.8933% on July 6th to 0.8227% by July 13th. Despite the recent monthly price decline, the stock's current position near its 52-week high may suggest a less compelling valuation for AIVI’s AI, which constantly evaluates value criteria for rebalancing decisions among its approximately 100 international developed-market value stocks.

weight 0.893% → 0.823% (-0.071 pp)·stock up 1.8% in the 30 days before

Jul 13·entry 34.17·now 34.28

AIVI · Weight decrease · 3d

AIVI, managed by WisdomTree, employs an AI selection method within its developed-international value-factor pool, periodically rebalancing its approximately 100 international value stocks. The consecutive weight decrease observed in Makita Corp (6586), falling from 0.8933% on July 6th to 0.8322% by July 10th, reflects the AI overlay’s re-evaluation of the stock's value metrics. This adjustment likely stems from Makita’s recent price performance, specifically its 30-day return of -7.4%, which could have diminished its appeal within the fund's international value criteria. The AI’s decision to reduce exposure suggests a dynamic response to the stock’s evolving profile, aiming to optimize the portfolio in line with its periodic review cycles.

weight 0.893% → 0.832% (-0.061 pp)·stock up 2.2% in the 30 days before

Jul 10·entry 34.62·now 34.28

AIVI · Weight decrease · 2d

Makita Corp (6586), trading at $35.30, currently sits at 94% of its 52-week high, a valuation point that may have influenced AIVI’s AI-driven selection within its developed-international value-factor pool. Following a 30-day return of -5.0%, the fund initiated a sequence of weight reductions for Makita, with holdings decreasing from 0.8991% on June 25 to 0.8650% by July 1. This consecutive reduction indicates the AI’s re-evaluation, potentially perceiving the stock’s relatively high perch within its annual range, coupled with recent short-term underperformance, as a diminished value opportunity. Such a move by the WisdomTree-managed AIVI highlights the AI overlay actively adjusting its international value exposure based on evolving metrics, moving away from Makita as its perceived attractiveness declined within the fund's specific criteria.

weight 0.893% → 0.856% (-0.037 pp)·stock up 7.4% in the 30 days before

Jul 8·entry 35.30·now 34.28

AIVI · Weight decrease · 3d

Makita's current price of $35.04 places it at 93% of its 52-week high of $37.67, with a recent 30-day decline of 4.4% after seeing 90-day and 1-year returns of 3.9% each. This valuation profile, while experiencing a short-term dip, positions the stock closer to its higher trading range. AIVI, managed by WisdomTree, employs an AI overlay to select developed-international value-factor stocks, suggesting a focus on companies perceived as undervalued relative to their fundamentals. The consecutive weight decreases from 0.8820% on June 26 to 0.8650% on July 1 indicate that AIVI's AI likely adjusted exposure to Makita, interpreting its current price level and proximity to its 52-week high as a reduced value proposition within the ETF's international value-factor framework.

weight 0.899% → 0.865% (-0.034 pp)·stock down 4.4% in the 30 days before

Jul 1·entry 35.04·now 34.28

AIVI · Weight decrease · 2d

Makita Corp trading at $35.63 is near its 52-week high of $37.67, currently 95% of that upper range, reflecting longer-term +5.7% returns over both 90 days and one year, despite a recent -4.8% 30-day decline. This price elevation likely influenced AIVI’s AI selection process. The fund, which targets developed-international value stocks, registered a consecutive weight decrease for Makita, moving from 0.8820% on June 26th to 0.8744% on June 30th. This adjustment suggests AIVI’s AI component determined Makita's valuation, at its current higher price level, no longer aligned as strongly with the fund's core value criteria within its international value factor pool. Such a rebalance demonstrates the AI overlay’s function in dynamically managing holdings to maintain strategy alignment.

weight 0.899% → 0.874% (-0.025 pp)·stock down 3.1% in the 30 days before

Jun 30·entry 35.63·now 34.28

AIVI · Weight decrease · 2d

Makita Corp (6586) saw its weight in the AIVI ETF decline from 0.8745% on June 22, 2026, to 0.8523% on June 23, 2026, marking a consecutive reduction. This pattern indicates AIVI’s AI overlay, which operates within a developed-international value-factor pool, made a specific assessment. At the prevailing price levels during that period, Makita’s valuation characteristics likely became less appealing when measured against AIVI’s strict international value investment style. Consequently, the AI algorithm signaled for a reduced allocation, reflecting its specific rebalancing decision for this stock within its portfolio of approximately 100 international developed-market value companies. This move underscores the AI's focused application of its value criteria on a periodic basis, not daily, to maintain its portfolio's alignment.

weight 0.882% → 0.852% (-0.030 pp)·stock down 4.3% in the 30 days before

Jun 23·entry 35.15·now 34.28

AIVI · Weight decrease · 2d

WisdomTree's AIVI fund, utilizing an AI selection method within its developed-international value pool, appears to have systematically reduced its exposure to Makita. Operating with a portfolio of around 100 international developed-market value stocks, the fund likely identified shifts in Makita's profile during a periodic rebalance. The significant reduction from 1.0425% on May 15 to 0.8245% by June 1 suggests the AI's assessment determined the company's value characteristics no longer warranted its previous weight, perhaps reflecting a projected decline in net income to ¥60 billion. This strategic adjustment ensures AIVI maintains its distinct international value + AI overlay, actively managing its factor exposure.

weight 1.042% → 0.809% (-0.234 pp)

Jun 2·entry 32.88·now 34.28

AIVI · Weight decrease · 3d

The AI ETF likely initiated a consecutive weight decrease for Makita Corp because its algorithms detected unfavorable quantitative signals, such as declining momentum, deteriorating fundamental health, or increased risk metrics. This indicates the AI is proactively reducing exposure, anticipating potential underperformance or correcting a perceived overvaluation in the stock. For retail investors, this pattern from an AI-managed fund is a strong signal to re-evaluate their own position in Makita. It suggests underlying issues are prompting sophisticated models to de-risk, indicating a need for personal due diligence into recent company news or sector trends.

weight 1.089% → 1.025% (-0.063 pp)

May 14·entry 35.45·now 34.28

AIVI · Weight decrease · 2d

The AI ETF's consecutive weight decreases in Makita likely stem from its algorithms detecting a sustained deterioration in fundamental indicators, weakening market signals, or an elevated risk profile for the company. This systematic reduction indicates the AI perceives ongoing negative trends affecting Makita's future performance or its attractiveness as an asset. For a retail investor, this pattern serves as a critical signal to perform deep due diligence on Makita, considering the AI's sophisticated analysis suggests potential underperformance or increased downside risk.

weight 1.089% → 1.061% (-0.028 pp)

May 13·entry 36.65·now 34.28

AIVI · Weight decrease · 2d

The AI ETF likely initiated a consecutive weight decrease for Makita Corp due to a perceived decline in short-term momentum or increasing risk identified through its algorithmic analysis of market data and potentially company-specific news. For retail investors, this pattern serves as a prompt to research recent news or price action for Makita, confirming if the AI's signal aligns with fundamental changes rather than just short-term volatility.

weight 1.083% → 1.068% (-0.014 pp)

May 6·entry 36.73·now 34.28