BSY

AIVL · Weight decrease · 2d

Bentley Systems' significant 1-year return of -39.8% and current price of $31.67, near its 52-week low, initially places it within AIVL's US value-factor universe. However, WisdomTree's AIVL employs AI to scrutinize fundamental metrics like margins and return on capital, alongside valuation metrics, specifically to distinguish genuine value from value traps among undervalued stocks. The observed consecutive decrease in AIVL's weight for BSY, from 0.2278% on July 6th to 0.2225% by July 9th, directly corresponds with Bentley Systems' sustained price depreciation, including a 30-day return of -1.6% and 90-day return of -18.3%. This systematic reduction suggests the AI's scoring model, which assesses underlying company health for a portfolio of ~100 US value stocks, flagged BSY’s declining financial outlook or relative performance as indicative of a potential value trap rather than a compelling opportunity at 54% of its 52-week high.

weight 0.227% → 0.223% (-0.005 pp)·stock down 4.3% in the 30 days before

Jul 9·entry $31.61·now $32.35

AIVL · Weight decrease · 6d

Bentley Systems Inc. currently trades at $28.87, reflecting a significant 1-year return of -39.6% and positioning it at 49% of its 52-week high. WisdomTree's AIVL, which employs AI to distinguish genuine value from value traps based on fundamentals and valuation metrics, likely re-evaluated BSY in light of these deteriorating figures. The fund's consecutive weight decrease in BSY, from 0.2463% on June 5th to 0.2072% by June 22nd, coincides with BSY's 30-day return of -11.9% at the current price level. This systematic reduction indicates the AI's models have identified BSY as potentially no longer meeting AIVL's strict criteria for genuine value within its US value-factor pool.

weight 0.246% → 0.207% (-0.039 pp)·stock down 13.4% in the 30 days before

Jun 22·entry $28.87·now $32.35

AIVL · Weight decrease · 5d

Bentley Systems Inc. has experienced a substantial price depreciation, with a 40.9% decline over the past year and a 12.6% drop in the last 30 days, placing its current $29.38 price near its 52-week low of $29.34. Despite reaching the lower end of its 52-week range, AIVL's AI, tasked with distinguishing genuine value from value traps, initiated a series of weight reductions for BSY, decreasing from 0.2424% on June 10th to 0.2124% by June 18th. This consecutive decrease indicates that, when considering BSY's fundamentals such as margins, return on capital, or debt alongside valuation metrics like P/E and FCF yield, the AI model scored the company unfavorably, even at a depressed share price. For AIVL, the AI's mandate is to score names within its US value-factor pool, suggesting that BSY's declining price did not sufficiently improve its holistic fundamental and valuation scores to warrant maintaining its prior portfolio allocation.

weight 0.246% → 0.212% (-0.034 pp)·stock down 11.0% in the 30 days before

Jun 18·entry $29.38·now $32.35

AIVL · Weight decrease · 4d

AIVL's allocation to Bentley Systems Inc (BSY) shows a distinct pattern of consecutive decreases, shifting from 0.2461% on June 8th to 0.2170% by June 16th, with a more pronounced drop from 0.2424% to 0.2239% occurring between June 10th and 11th. This stepped reduction aligns with the WisdomTree ETF's periodic rebalancing approach for its ~100 US value stocks. While the Information Technology company's current price of $29.34 sits at 50% of its 52-week high, its 1-year return registers a 40.3% decline, indicating a significant downturn. AIVL's AI, tasked with distinguishing genuine value from value traps using a multi-factor analysis of fundamentals like margins and return on capital, alongside valuation metrics, likely identified deteriorating conditions in BSY. Consequently, the fund's AI initiated a reduced weighting, signaling that BSY's sustained price depreciation over the past year, despite its lower current valuation, presented a fundamental concern rather than an opportunistic buy for this specific strategy.

weight 0.246% → 0.217% (-0.029 pp)·stock down 5.9% in the 30 days before

Jun 16·entry $30.17·now $32.35

AIVL · Weight decrease · 3d

Bentley Systems Inc. currently trades at $30.53, registering a 35.9% decline over the past year and now stands at 52% of its 52-week high, indicators typically associated with a value-factor pool. However, AIVL’s AI, which evaluates fundamentals like margins and return on capital alongside valuation metrics, appears to have flagged BSY as a potential value trap rather than genuine value. The continuous negative price performance, including a 9.1% fall over 30 days, likely triggered a lower AI score despite the reduced valuation. Consequently, the AIVL portfolio reduced its allocation to BSY from 0.2612% on June 1st to 0.2225% by June 12th, reflecting the AI's re-evaluation and a measured decrease in exposure. This adjustment aligns with the WisdomTree ETF's strategy of distinguishing sustainable value from deteriorating situations within its US value universe.

weight 0.246% → 0.223% (-0.024 pp)·stock down 1.9% in the 30 days before

Jun 12·entry $30.67·now $32.35

AIVL · Weight decrease · 2d

Bentley Systems Inc (BSY) has experienced a significant downturn, with its price currently at $30.57, marking a 36.0% decline over the past year and placing it at its 52-week low. For the WisdomTree AIVL fund, which uses AI to distinguish genuine value from value traps based on fundamentals like margins, return on capital, and debt, this sustained price depreciation likely signaled deteriorating underlying metrics rather than an emerging buying opportunity. Consequently, AIVL's AI model initiated a consecutive weight decrease for BSY on 2026-06-10 and 2026-06-11, reducing its allocation from 0.2461% to 0.2239%. This targeted divestment at BSY's current price point reflects the fund's specific strategy to reduce exposure to companies where price drops are interpreted as a consequence of weakening fundamentals, consistent with avoiding value traps within its US value-factor pool.

weight 0.246% → 0.224% (-0.022 pp)·stock down 6.4% in the 30 days before

Jun 11·entry $30.57·now $32.35

AIVL · Weight decrease · 2d

The AI ETF likely initiated this consecutive weight decrease for BSY because its sophisticated algorithms detected a subtle, sustained decline in the stock's relative attractiveness, possibly due to minor underperformance, unfavorable momentum shifts, or a slight increase in perceived risk factors against other holdings. For retail investors, this illustrates the AI's continuous, data-driven optimization, signaling that even small, consistent adjustments by AI funds might indicate a nuanced shift in BSY's fundamentals or market conditions, warranting closer observation rather than impulsive trading.

weight 0.254% → 0.245% (-0.010 pp)·stock up 4.3% in the 30 days before

May 11·entry $32.64·now $32.35

AIVL · Weight decrease · 2d

The AI-managed ETF likely initiated this consecutive weight decrease in BSY due to its algorithms identifying deteriorating fundamental indicators or negative short-term catalysts. This could include slowing revenue growth projections, decreasing profitability metrics, or a relative underperformance within the Information Technology sector, leading the AI to strategically de-risk or reallocate capital. For retail investors, this pattern signals that a sophisticated AI has identified potential headwinds for BSY, warranting caution. It serves as a prompt to conduct thorough independent research into Bentley Systems' current financials, market position, and future outlook before considering any investment.

weight 0.256% → 0.241% (-0.015 pp)·stock down 6.6% in the 30 days before

May 6·entry $32.07·now $32.35