CHRW

AIVL · Accumulation · 5d

CHRW’s 41.03 PER and 10.29 PBR initially appear at odds with AIVL’s value-factor pool, yet the AI manager, designed to distinguish genuine value from value traps using fundamentals, likely prioritized the company's 33.32% ROE as a key strength. While revenue growth was negative 6.68%, the fund’s AI algorithm evidently identified a persistent fundamental appeal despite high valuation metrics. The gradual accumulation of CHRW, increasing AIVL’s weighting between July 8th and July 17th, coincided with the stock trading at its 52-week high of $208.50 following a 115.5% one-year return, suggesting the AI's internal scoring system continued to find merit even after significant price appreciation.

weight 0.576% → 0.623% (+0.047 pp)·stock up 10.1% in the 30 days before

Jul 17·entry $208.50·now $205.80Fresh

AIVL · Accumulation · 5d

WisdomTree’s AIVL, which employs AI to identify genuine value within its pre-filtered US value-factor universe, appears to be focusing on CHRW's fundamental strength rather than traditional low valuation multiples. The AI’s consideration of fundamentals like return on capital likely highlights CHRW's 33.32% ROE, outweighing the elevated P/E and P/B ratios that might otherwise suggest a value trap. Despite the stock trading at $208.50, marking 100% of its 52-week high after a 115.5% return over the past year, the AI model’s analysis suggests continued intrinsic worth. This incremental accumulation, observed over several days, aligns with the ETF’s strategy of periodic rebalancing within its approximately 100 US value stock portfolio, rather than daily adjustments.

weight 0.572% → 0.611% (+0.039 pp)·stock up 8.1% in the 30 days before

Jul 16·entry $205.75·now $205.80Fresh

AIVL · Accumulation · 5d

CHRW's PER of 38.16 and PBR of 10.29 position it outside typical low-multiple value screens. However, AIVL’s AI-driven approach explicitly aims to distinguish genuine value from value traps within its pre-filtered universe, weighing fundamental strengths like a 33.32% Return on Equity heavily. Despite a -6.68% revenue growth, this significant ROE suggests the AI identified a company with efficient capital management, potentially seeing future earnings power that justifies the current multiples. The gradual accumulation, observed from July 6-14, 2026, occurred as CHRW traded at its 52-week high of $205.75, following a 109.9% one-year return. This action indicates AIVL's AI algorithm perceives overlooked intrinsic value or continued positive momentum, leading to increased exposure even as the stock reached peak prices for the year, rather than adhering strictly to conventional low-P/E buying.

weight 0.563% → 0.594% (+0.031 pp)·stock up 1.9% in the 30 days before

Jul 15·entry $197.50·now $205.80Drifting

AIVL · Accumulation · 5d

WisdomTree's AIVL, which applies AI to distinguish genuine value from value traps within its US value-factor universe of approximately 100 stocks, appears to be focusing on CHRW's underlying capital efficiency. The gradual accumulation of CHRW, evidenced by the weight increasing from 0.5709% to 0.6019% over two weeks, aligns with the ETF’s periodic rebalancing cadence. The AI model likely identified CHRW's strong 33.32% return on equity as a key fundamental, justifying an increased allocation even with a high price-to-earnings ratio of 38.16. This strategic increment indicates the AI perceives sustained value in the company's operational strength at its current $197.50 price, despite the stock trading near its 52-week high, suggesting a deeper value assessment beyond conventional valuation metrics.

weight 0.571% → 0.602% (+0.031 pp)·stock up 4.4% in the 30 days before

Jul 14·entry $199.61·now $205.80Drifting

AIVL · Accumulation · 5d

CHRW exhibits a PER of 38.16 and PBR of 10.29, figures that might typically screen out traditional value names; however, its return on equity stands at a significant 33.32%. AIVL's AI, designed to distinguish genuine value from value traps within a US value-factor pool using fundamentals like return on capital, likely prioritizes this strong capital efficiency and fundamental health over higher traditional valuation metrics alone. The fund's gradual accumulation of CHRW, increasing its weight from 0.5540% to 0.5803% between June 26th and July 9th, aligns with the stock's recent price movement, currently trading at $193.50 and near its 52-week high after a 10.3% 30-day return. This move indicates the AI's assessment that CHRW's underlying profitability provides a basis for continued investment despite the negative revenue growth of -6.68% and the stock's recent appreciation.

weight 0.554% → 0.580% (+0.026 pp)·stock up 2.5% in the 30 days before

Jul 9·entry $192.76·now $205.80Drifting

AIVL · Weight increase · 2d

AIVL’s strategy employs AI to score US value stocks, specifically tasked with distinguishing genuine value from value traps through fundamental and valuation metrics. Despite C.H. Robinson Worldwide’s PER of 38.16, its 33.32% Return on Equity (ROE) likely signaled a compelling underlying quality for the AI model during its periodic rebalancing process. This AI-driven assessment, within the fund's ~100-stock portfolio, led to the observed consecutive weight increases even as the stock reached $192.76, near its 52-week high. The system prioritizes this demonstrated capital efficiency, interpreting it as genuine value that warrants increased exposure at current price levels.

weight 0.563% → 0.576% (+0.013 pp)·stock up 3.2% in the 30 days before

Jul 8·entry $189.95·now $205.80Drifting

AIVL · Weight increase · 2d

C.H. Robinson Worldwide’s financial profile reveals a P/E of 37.51 and P/B of 10.29, coupled with revenue growth of -6.68%, figures that might typically deter a conventional value strategy. However, AIVL’s AI, designed to distinguish genuine value from value traps by evaluating fundamentals like return on capital, likely prioritized the company's 33.32% ROE as a core indicator of underlying quality. This algorithmic assessment drove the consecutive weight increases to 0.5804% and then 0.5939% on June 30th and July 1st, respectively. These adjustments transpired as CHRW’s price stood at $191.27, trading at 95% of its 52-week high following a 30-day return of 10.5%, signaling the AI’s determination of continued value within its value-tilted universe even at this elevated price point.

weight 0.554% → 0.594% (+0.040 pp)·stock up 6.3% in the 30 days before

Jul 1·entry $191.27·now $205.80Drifting

AIVL · Accumulation · 5d

CHRW displays a Price-to-Earnings Ratio of 36.96 and a Price-to-Book Ratio of 10.29, which are high for a typical value-factor investment, yet its 33.32% Return on Equity likely signaled a fundamental strength to AIVL’s pre-filtered US value-factor pool. The AI component of the WisdomTree ETF, designed to distinguish genuine value from value traps using fundamentals like return on capital, likely prioritized CHRW's profitability despite the -6.68% revenue growth. AIVL gradually increased its allocation to CHRW, moving from 0.5786% to 0.6091% over the first two weeks of June 2026. This accumulation occurred while CHRW experienced a +9.9% 30-day return and approached 92% of its 52-week high, suggesting the AI found continued value even as the stock price ascended from its 90-day dip.

weight 0.579% → 0.591% (+0.012 pp)·stock up 15.8% in the 30 days before

Jun 16·entry $189.40·now $205.80Drifting

AIVL · Accumulation · 5d

WisdomTree's AIVL, which uses an AI model to distinguish genuine value from value traps within its approximately 100-stock US value universe, appears to be making a considered re-evaluation of C.H. Robinson Worldwide. Despite the stock trading near its 52-week high at $190.25 and carrying a P/E of 36.96, the fund incrementally increased its weighting from 0.5779% to 0.6091% over the first two weeks of June. This gradual accumulation, consistent with AIVL’s periodic rebalancing schedule, suggests the AI’s fundamental scoring likely prioritizes the company's strong 33.32% Return on Equity, interpreting it as a durable quality metric that offsets conventional valuation concerns and indicates genuine long-term value. The AI's method seemingly finds CHRW attractive even after its 30-day return of +18.0%, based on its core profitability within the industrials sector.

weight 0.578% → 0.609% (+0.031 pp)·stock up 18.7% in the 30 days before

Jun 12·entry $193.74·now $205.80Drifting

AIVL · Accumulation · 5d

WisdomTree’s AIVL, employing AI to identify genuine value within its approximately 100 US value stock portfolio, began accumulating CHRW following a period of zero weight. The AI's mandate to distinguish valuable companies from "value traps" likely prioritized CHRW's strong 33.32% Return on Equity, a key fundamental indicating efficient capital use. This metric appears to have outweighed initial valuation signals like its PER of 36.96 and negative revenue growth, which might typically place a stock in the "value trap" category. The measured accumulation from May 15th to early June, culminating in a 0.6068% weight, reflects the ETF’s periodic rebalance schedule, allowing the AI to build its position incrementally. This specific move highlights the AI’s nuanced assessment, acquiring a stock trading at $191.11 and 95% of its 52-week high, based on deeper fundamental quality.

weight 0.578% → 0.607% (+0.029 pp)·stock up 14.3% in the 30 days before

Jun 11·entry $191.11·now $205.80Drifting

AIVL · Weight increase · 3d

WisdomTree's AIVL fund, which scores names within a pre-filtered US value-factor pool, likely initiated its position in CHRW by June 1st, reflecting fundamental attributes such as its 33.32% Return on Equity. Subsequently, the AI's mechanism for distinguishing genuine value from value traps drove a continuous allocation increase, pushing the stock's weight from 0.5779% to 0.6079% across several days within the fund's periodic rebalance schedule. Despite the stock trading at $191.65, near its 52-week high and with a 1-year return of +100.5%, the AI seems to interpret CHRW's capital efficiency as a sustained value characteristic, even overriding traditional high P/E and P/B ratios that might otherwise signal a value trap.

weight 0.579% → 0.608% (+0.029 pp)·stock up 9.8% in the 30 days before

Jun 8·entry $188.14·now $205.80Drifting

AIVL · Weight increase · 2d

weight 0.579% → 0.597% (+0.018 pp)·stock up 9.2% in the 30 days before

Jun 5·entry $184.09·now $205.80Chased

AIVL · New entry · 1d

C.H. Robinson Worldwide's current price-to-earnings ratio of 35.69 and price-to-book ratio of 10.29, coupled with a -6.68% revenue growth, would typically raise questions for traditional value investors, yet AIVL's methodology is tailored to distinguish genuine value from value traps by assessing fundamentals such as the company’s strong 33.32% return on equity. The AI-driven rebalance on June 1, 2026, initiated a 0.5779% position in the stock after a 30-day return of -2.8%, indicating the fund’s AI may have capitalized on a recent price dip. Despite trading at $178.52, near 89% of its 52-week high, the system likely identified an entry point where CHRW's underlying quality metrics warranted inclusion within the pre-filtered US value universe.

weight 0 → 0.578% (new)·stock down 1.1% in the 30 days before

Jun 1·entry $179.89·now $205.80Chased

QRFT · New entry · 1d

stock down 11.6% in the 30 days before

Apr 2·entry $167.84·now $205.80Chased

AMOM · Accumulation · 5d

The AI likely chose gradual accumulation in CHRW due to its exceptional 32.52% ROE, signaling strong underlying profitability and efficient capital utilization despite high valuation and negative revenue growth. This disciplined, phased entry suggests a long-term conviction in the company's fundamental strength while carefully navigating current market conditions. For retail investors, this illustrates the benefit of focusing on core profitability metrics like ROE and employing gradual investment strategies to manage risk effectively rather than making impulsive large bets.

weight 0.850% → 0.880% (+0.030 pp)·stock up 16.3% in the 30 days before

Apr 28·entry $187.96·now $205.80Drifting

AMOM · Weight increase · 2d

stock up 8.7% in the 30 days before

Apr 21·entry $183.64·now $205.80Chased

AMOM · Weight increase · 2d

stock down 8.5% in the 30 days before

Apr 6·entry $169.01·now $205.80Chased