8591

AIVI · Exit · 1d

The weighting of ORIX CORP in AIVI demonstrated a slight decrement over several days, moving from 0.5406% to 0.5287% before a complete divestment to 0.0000% on July 6, 2026. This phased reduction preceding a full exit aligns with the stock’s recent performance, trading at 97% of its 52-week high after delivering a 90-day return of 28.1%. For an AI-managed ETF focused on international value, such appreciation likely diminished ORIX CORP’s attractiveness as a value play, triggering the AI’s re-evaluation. The AI, operating within WisdomTree’s developed-international value-factor pool, would progressively decrease exposure as the valuation shifted away from its established value criteria, culminating in its removal during a periodic portfolio adjustment.

weight 0.537% → 0 (exited)·stock down 0.5% in the 30 days before

Jul 6·entry 38.98·now 38.19

AIVI · Weight decrease · 2d

ORIX CORP is currently priced at $37.90, placing it at 94% of its 52-week high of $40.20, following a +24.6% return over the last 90 days and the past year. AIVI, managed by WisdomTree and focusing on international developed-market value stocks, utilizes AI to select holdings within this value-factor pool. This significant price appreciation likely pushed ORIX CORP beyond the valuation thresholds deemed appropriate by AIVI's AI for a value stock, prompting a consecutive decrease in its weight within the ETF from 0.5478% on June 18th to 0.5287% by June 30th.

weight 0.538% → 0.529% (-0.010 pp)·stock down 5.2% in the 30 days before

Jun 30·entry 37.83·now 38.19

AIVI · Weight decrease · 2d

ORIX CORP’s recent 30-day return of +11.6% and its current price of $39.21, situated at 98% of its 52-week high, indicate significant appreciation. For AIVI, an AI-managed ETF designed for international value selection, this price movement likely reduced ORIX CORP's attractiveness within its developed-market value-factor pool. From June 22nd to June 24th, AIVI consequently reduced its weight in ORIX CORP from 0.5470% to 0.5313%, aligning the portfolio with its mandate to target comparatively undervalued companies. This rebalancing reflects the WisdomTree AI overlay identifying a shift in the Japanese financial stock’s valuation relative to its international peers.

weight 0.547% → 0.531% (-0.016 pp)·stock down 2.0% in the 30 days before

Jun 24·entry 38.36·now 38.19

AIVI · Weight decrease · 2d

ORIX CORP currently trades at $38.02, 95% of its 52-week high of $39.93, reflecting a 14.7% return in the last 30 days and 25.0% over the past year. This period of sustained price growth has likely caused AIVI's AI selection mechanism, focused on identifying international value-factor stocks, to screen ORIX CORP differently. As such, the system adjusted its exposure to the financial stock, leading to a consecutive weight decrease within AIVI's portfolio, from 0.5515% on June 3rd to 0.5217% by June 12th. The AI's criteria for inclusion in its value-factor pool appear to have been impacted by ORIX CORP's valuation, as its price moved closer to its yearly peak.

weight 0.537% → 0.522% (-0.015 pp)·stock up 8.3% in the 30 days before

Jun 12·entry 38.02·now 38.19

AIVI · Weight decrease · 3d

ORIX CORP, trading at $38.11, sits at 95% of its 52-week high after registering a 30-day return of +24.6% and a 90-day return of +25.3%. This upward trajectory likely prompted AIVI's AI-driven methodology, which selects from a developed-international value-factor pool, to reassess the stock's fit within its value mandate. Beginning June 1st, AIVI initiated a consistent reduction in its allocation to ORIX CORP, decreasing the weight from 0.8730% on May 15th to 0.5336% by June 8th, reflecting a diminished value characteristic. The consecutive daily decreases in weight from June 1st to June 8th suggest the AI determined the significant appreciation had moved ORIX CORP outside the parameters of its optimal international value selection.

weight 0.551% → 0.534% (-0.018 pp)·stock up 13.1% in the 30 days before

Jun 8·entry 38.11·now 38.19

AIVI · Weight decrease · 2d

weight 0.551% → 0.538% (-0.013 pp)·stock up 15.5% in the 30 days before

Jun 5·entry 38.14·now 38.19

AIVI · Sudden change · 1d

AIVI's AI selection method, operating within a developed-international value-factor pool, initiated a significant reduction in its ORIX CORP allocation. Given the fund's periodic rebalancing schedule and its portfolio of approximately 100 holdings, the marked weight decrease on June 1st for this Financials sector company signifies a specific re-evaluation by the AI. This adjustment likely occurred because the algorithm's value screens determined ORIX CORP no longer met its criteria as favorably as other international value opportunities. The AI, acting as the manager, continually assesses and recalibrates holdings to maintain alignment with its developed-international value-factor methodology.

weight 0.873% → 0.543% (-0.330 pp)·stock up 17.8% in the 30 days before

Jun 1·entry 39.18·now 38.19

AIVI · Weight decrease · 2d

The AI ETF is likely reducing its weight in ORIX CORP due to persistent negative quantitative signals detected by its algorithms, such as weakening technical momentum, deteriorating fundamental metrics, or an increasing risk profile within the financials sector. For retail investors, this consecutive de-weighting serves as a cautionary signal from a data-driven model, suggesting the need for thorough independent analysis of the company's recent performance and market conditions before making investment decisions.

weight 0.805% → 0.795% (-0.011 pp)

May 6·entry 33.16·now 38.19

AIVI · Weight decrease · 2d

The AI ETF likely initiated consecutive weight decreases for ORIX due to its models detecting deteriorating technical indicators or a negative shift in fundamental outlook, such as weakening price momentum or new concerns within the financial sector impacting the company's prospects. For retail investors, this systematic reduction by an AI should serve as a practical warning to thoroughly investigate recent company-specific news and broader sector trends, suggesting a potential increase in risk or a declining return profile for the stock.

weight 0.893% → 0.799% (-0.095 pp)

May 1·entry 33.25·now 38.19