9984

AIVI · Weight decrease · 3d

AIVI demonstrated a consecutive three-day weight decrease for Softbank, moving its allocation from 1.0950% on July 15 to 0.9367% by July 17. This measured reduction took place as Softbank’s shares traded at $33.40, nearing their 52-week low and recording a 27.9% decline over the preceding 30 days. The AI selection process, central to this developed-international value-factor ETF, likely identified a weakening of Softbank’s relative value characteristics or an elevated risk profile. Operating within its periodic rebalancing framework, AIVI's system concluded that Softbank no longer maintained the same appeal within its ~100 international developed-market value stock universe, even with the stock at diminished valuations.

weight 1.138% → 0.937% (-0.202 pp)·stock down 25.3% in the 30 days before

Jul 17·entry 33.40·now 33.40

AIVI · Weight decrease · 2d

WisdomTree's AIVI, which employs AI selection to identify international developed-market value stocks for its portfolio of around 100 holdings, likely initiated the recent trimming of Softbank Group during its periodic rebalancing process. This action reflects the AI's assessment of Softbank against its value criteria, particularly given the stock’s recent significant price movement. Despite the current price sitting at 69% of its 52-week high, Softbank experienced a sharp 30-day return of -29.4%, which may have prompted a re-evaluation by the AI's models regarding its relative value proposition or risk within the portfolio. The consecutive weight decrease, observed between July 15th and July 16th, reducing the position from 1.0950% to 1.0244%, illustrates the AI's dynamic adjustment within its defined parameters for this Japanese communication services giant.

weight 1.138% → 1.024% (-0.114 pp)·stock down 17.1% in the 30 days before

Jul 16·entry 36.69·now 33.40

AIVI · Weight decrease · 2d

SoftBank Group (9984) currently trades at $35.64, sitting at 67% of its $53.47 52-week high after a -16.1% return over the past 30 days. This recent decline might typically position a stock favorably within AIVI's developed-international value-factor pool. However, WisdomTree's AI selection mechanism has initiated a consecutive weight decrease for SoftBank, with its allocation falling from 1.0927% on July 2nd to 1.0041% by July 7th. This reallocation suggests that the AI, when applying its overlay to the value pool, identified factors beyond just a lower price that diminished SoftBank's attractiveness for the periodically rebalanced portfolio. The AI model likely perceived shifts in the company's fundamental profile or future value prospects that prompted this reduced weighting at its current level.

weight 1.093% → 1.004% (-0.089 pp)·stock down 31.4% in the 30 days before

Jul 7·entry 35.64·now 33.40

AIVI · Weight decrease · 2d

The weight of Softbank Group in AIVI shows a clear stepped decrease from 1.2797% on June 25th to 1.0566% by June 30th, following earlier fluctuations. This reduction suggests that AIVI's AI selection, operating within its developed-international value-factor pool, recalibrated its assessment of the Japanese Communication Services company. While Softbank's current price of $36.40 sits at 68% of its 52-week high, indicating a fall from peak, its consistent negative 90-day and 1-year returns of -0.6% may have signaled a diminishing value proposition or increasing risk within the AI's model. The multi-day cadence of the weight adjustment aligns with AIVI's stated periodic, not daily, rebalancing approach, allowing the AI overlay to implement its revised allocation over a short window.

weight 1.280% → 1.057% (-0.223 pp)·stock down 25.4% in the 30 days before

Jun 30·entry 36.69·now 33.40

AIVI · Weight decrease · 4d

AIVI, an ETF employing AI selection within a developed-international value-factor pool for its approximately 100 stock portfolio, has shown a consecutive decrease in its SoftBank Group Corp (9984) weighting. This pattern, observed through the periodic rebalancing process, suggests the fund's AI overlay is re-evaluating SoftBank's alignment with its value criteria. Specifically, the AI's assessment may be influenced by SoftBank’s recent appreciation, registering a 30-day return of +17.0%. Such a change implies the AI identifies other developed-international value opportunities as comparatively more compelling, leading to the reduction from 1.5539% to 1.1403%.

weight 1.345% → 1.140% (-0.205 pp)·stock up 6.1% in the 30 days before

Jun 12·entry 40.39·now 33.40

AIVI · Weight decrease · 3d

AIVI, managed by WisdomTree, adheres to an international value strategy enhanced by an AI overlay for stock selection within its approximately 100 holdings. The consecutive weight decrease for Softbank (9984) in the portfolio suggests the AI algorithm detected a shift in the stock's adherence to the fund's developed-international value-factor pool. Softbank’s 30-day return of +22.4% has positioned it at 75% of its 52-week high, likely indicating to the AI that its valuation no longer aligns as strongly with the fund's value mandate. This systematic reduction in allocation reflects the AI's periodic rebalancing in response to changing market dynamics and stock characteristics.

weight 1.345% → 1.144% (-0.201 pp)·stock up 15.8% in the 30 days before

Jun 11·entry 43.98·now 33.40

AIVI · Weight decrease · 2d

SoftBank Group's recent 30-day return of +33.7% and its current price of $43.98, reaching 82% of its 52-week high, signify a substantial appreciation that impacted its fit within AIVI's criteria. The WisdomTree-managed AIVI, which utilizes AI selection within a developed-international value-factor pool, began a consecutive weight decrease in 9984 from June 3rd through June 10th, moving from 1.4977% to 1.1578%. This specific adjustment demonstrates the AI's continuous evaluation of the stock, indicating SoftBank's significantly higher valuation likely moved it away from the ETF's international value mandate. The fund’s AI overlay adapted to the stock's changed financial profile, initiating a reduction in exposure for a company no longer meeting its former value characteristics.

weight 1.345% → 1.158% (-0.187 pp)·stock up 10.1% in the 30 days before

Jun 10·entry 40.26·now 33.40

AIVI · Weight decrease · 2d

weight 1.554% → 1.331% (-0.223 pp)·stock up 49.8% in the 30 days before

Jun 4·entry 51.99·now 33.40

AIVI · Weight decrease · 2d

May 14·entry 36.49·now 33.40

AIVI · Weight decrease · 2d

May 11·entry 36.58·now 33.40

AIVI · Weight decrease · 2d

May 6·entry 34.70·now 33.40

PQNT · Weight decrease · 3d

SoftBank Group Corp currently trades at $33.40, residing near its 52-week low of $32.90 and only 62% of its $53.47 52-week high, following a substantial 35.8% drop in the past 30 days. This recent sharp decline, against an -8.8% return over both 90 days and the past year, likely triggered negative signals from Pictet Asset Management's AI, which integrates momentum, valuation, and sentiment factors for its PQNT ETF. Consequently, as the stock's short-term performance deteriorated significantly, the fund's AI overlay initiated a consecutive reduction in its position, moving from 0.24% on July 17 to 0.19% by July 19. Operating within a broad ex-US developed-market universe and rebalancing periodically, PQNT's AI-driven strategy responded to the company's sustained price weakness, prompting a targeted decrease in exposure to this Japanese Communication Services constituent.

weight 0.250% → 0.190% (-0.060 pp)·stock down 25.3% in the 30 days before

Jul 19·entry 33.40·now 33.40

PQNT · Weight decrease · 2d

Experiencing a 30-day return of -29.4%, SoftBank Group Corp.'s recent price performance provides insight into its reduced weighting within the PQNT ETF. This significant short-term decline, combined with the stock currently trading at 69% of its 52-week high, likely triggered signals within Pictet Asset Management’s AI system. As an ex-US developed-market fund incorporating momentum and other factor exposures, PQNT began a consecutive weight decrease, moving from 0.2500% on July 16 to 0.2000% by July 18 in this Communication Services holding. The periodic rebalancing by this 2025-launched fund reflects the AI's dynamic adjustment to the stock's recent negative price trend.

weight 0.250% → 0.200% (-0.050 pp)·stock down 25.3% in the 30 days before

Jul 18·entry 33.40·now 33.40

PQNT · Weight decrease · 3d

PQNT initiated a noticeable, consecutive reduction in its SoftBank Group holdings, decreasing the weight in three distinct steps from 0.3700% on June 11th to 0.3100% by June 13th. This measured adjustment by Pictet Asset Management’s AI-driven strategy makes sense considering its multi-factor approach to developed-international equities. While SoftBank Group recently posted a +22.4% return over 30 days, placing it at $40.26 and 75% of its 52-week high, the AI likely re-evaluated the stock’s valuation or sentiment factors. For this newer fund, such a systematic scaling back of exposure aligns with its periodic rebalancing, preventing over-concentration in a security whose swift price appreciation may have outpaced its underlying fundamental attractiveness relative to other ex-US opportunities.

weight 0.390% → 0.310% (-0.080 pp)·stock up 6.1% in the 30 days before

Jun 13·entry 40.39·now 33.40

PQNT · Weight decrease · 2d

The 30-day return of +22.4% for SoftBank Group, with its current price of $40.26 nearing 75% of its 52-week high, shows a period of significant appreciation for the stock. While momentum is a factor considered by Pictet Asset Management's PQNT, which combines AI signals with various factor exposures across developed-international markets, a subsequent shift in its broader assessment of 9984 occurred. Following an increase to 0.3900% through June 8, the fund began a consecutive weight reduction, moving to 0.3700% on June 11 and further to 0.3400% on June 12. This rebalance by the newer ex-US developed-market fund reflects the AI’s dynamic assessment, indicating that other factor exposures, such as valuation or sentiment, began to outweigh the recent positive price performance for SoftBank Group within its ~300 international developed-market stock portfolio.

weight 0.390% → 0.340% (-0.050 pp)·stock up 6.1% in the 30 days before

Jun 12·entry 40.39·now 33.40

PQNT · Exit · 1d

May 2·entry 34.53·now 33.40

PQNT · Exit · 1d

May 1·entry 32.90·now 33.40

PQNT · Exit · 1d

Apr 30·entry 32.90·now 33.40