AIVL0.302%
as of Jul 17
HUM
GrowthHUMANA INC
Humana Inc. provides medical and specialty insurance products in the United States. It operates in two segments, Insurance and CenterWell. The Insurance segment offers individual Medicare Advantage products, including health insurance benefits, including wellness programs, chronic care management, and care coordination; individual Medicare stand-alone prescription drug products (PDP); group Medicare advantage and Medicare stand-alone PDP; Medicare supplements; specialty and ancillary insurance comprising dental, vision, life and disability; and administrative services to arrange health care services for active-duty and retired military personnel and dependents, as well as pharmacy benefit managers.
Close · 3M
+123.04%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals23
Win rate91% (21/23)
Avg buy return+12.53%
AIVL · Weight increase · 2d
HUM currently trades at $407.78, at the very top of its 52-week range of $163.67 to $409.42, following a 90-day return of +127.6% and a 30-day return of +27.1%. This positioning at its 52-week high, coupled with a P/E ratio of 41.9, typically makes a stock appear less like a traditional value play. However, AIVL's AI, tasked with distinguishing genuine value from value traps within its pre-filtered US value-factor pool, appears to have confirmed the stock's merits. The fund's methodology, which incorporates fundamentals like 14.08% revenue growth and valuation metrics alongside its value-tilted universe, led to a consecutive weight increase from 0.3080% on July 13th to 0.3103% on July 14th. This signals the AI's assessment that HUM still offers intrinsic value within its criteria, despite its current price level.
weight 0.298% → 0.310% (+0.013 pp)·stock up 10.3% in the 30 days before
Jul 14·entry $406.77·now $398.20Fresh
-2.11%
since Jul 14
AIVL · Accumulation · 5d
Despite HUM's price-to-earnings ratio of 41.9, AIVL's AI, designed to identify genuine value within its US value-factor universe, appears to have weighed HUM's price-to-book ratio of 1.74 and 14.08% revenue growth more heavily. The AI's specific assessment likely determined that the company's fundamentals, including its 6.19% return on equity, presented sufficient underlying merit, prompting a gradual accumulation of the stock. This gradual increase in AIVL's HUM weighting, observed from 0.2937% to 0.3222% between late June and early July 2026, occurred as HUM's stock price moved significantly higher, approaching its 52-week peak after a 30-day return of nearly 30%.
weight 0.294% → 0.304% (+0.010 pp)·stock up 13.2% in the 30 days before
Jul 8·entry $396.29·now $398.20Fresh
+0.48%
since Jul 8
AIVL · Accumulation · 5d
The weight of Humana Inc. in AIVL exhibited a pattern of gradual accumulation from late June, increasing from 0.2870% to 0.3222% over several trading days before some minor periodic adjustments. This measured approach, despite the stock's substantial 90-day return of 108% and its current price of $396.29 near its 52-week high, reflects WisdomTree's AIVL using AI to identify genuine value within its US value-factor universe. The AI's comprehensive scoring model, which evaluates fundamentals like margins and return on capital alongside valuation metrics, appears to have prioritized Humana's 1.74 P/B ratio and 14.08% revenue growth, determining it as a desirable healthcare holding even with a P/E of 43.02. Such a nuanced assessment by the AI ensures that even rapidly appreciating stocks are continually evaluated against a full suite of metrics to prevent allocation to value traps.
weight 0.287% → 0.299% (+0.012 pp)·stock up 12.8% in the 30 days before
Jul 7·entry $394.62·now $398.20Fresh
+0.91%
since Jul 7
AIVL · Weight decrease · 2d
AIVL decreased its weighting in HUM consecutively from July 2nd to July 6th, reducing exposure as the stock traded at 96% of its 52-week high after a 111.2% return over 90 days. This gradual reduction, rather than an abrupt sell-off, suggests a calibrated response to valuation shifts. The AI-managed fund, which screens for US value stocks and aims to differentiate genuine value from value traps, likely re-evaluated HUM’s status given its current PER of 43.02. Such a valuation metric, despite a 14.08% revenue growth, would significantly impact its scoring within AIVL's framework. The AI's model, incorporating fundamentals and valuation metrics like P/E, appears to have detected that HUM’s strong price momentum pushed its relative valuation beyond acceptable parameters for a "value" holding, leading to a managed reduction in its portfolio footprint consistent with periodic rebalancing.
weight 0.322% → 0.297% (-0.025 pp)·stock up 19.9% in the 30 days before
Jul 6·entry $392.86·now $398.20
+1.36%
since Jul 6
AIVL · Accumulation · 5d
HUMANA INC. is trading at $396.75, positioned at 97% of its 52-week high, after experiencing a 30-day return of +30.5% and a 90-day return of +127.2%. Despite this upward price momentum and a PER of 43.02, AIVL, which sifts for genuine value within a pre-filtered US value-factor pool, initiated gradual accumulation of HUM, increasing its weight from 0.2844% to 0.3222% over several days. The AI likely scored HUM favorably, considering its PBR of 1.74 and 14.08% revenue growth as key indicators of value within its asset base and operational performance. This methodical accumulation, observed even as the stock approached its 52-week peak, suggests the AI’s model identified intrinsic value and potential for further appreciation in the Health Care sector company based on a comprehensive evaluation of fundamentals and valuation metrics.
weight 0.284% → 0.308% (+0.024 pp)·stock up 23.6% in the 30 days before
Jul 2·entry $396.75·now $398.20Fresh
+0.37%
since Jul 2
AIVL · Accumulation · 5d
AIVL has gradually accumulated shares in HUM, increasing its weighting from 0.2864% to 0.3222% over a two-week period. This incremental build, occurring as HUM trades at its 52-week high with a PER of 43.02, illustrates the ETF’s AI-driven methodology for identifying genuine value within its pre-filtered US value-factor pool. The AI likely interprets HUM's consistent 14.08% revenue growth and a PBR of 1.74 as indicators of underlying strength, justifying continued exposure despite its elevated price performance. Such a measured accumulation suggests the AI is continuously validating its assessment of the company’s fundamentals, distinguishing it from a potential value trap.
weight 0.286% → 0.322% (+0.036 pp)·stock up 24.7% in the 30 days before
Jul 1·entry $409.42·now $398.20Fresh
-2.74%
since Jul 1
AIVL · Weight increase · 3d
WisdomTree's AIVL, tasked with scoring approximately 100 US value stocks using AI to distinguish genuine value from value traps, consistently increased its allocation to Humana over late June. This series of sequential weight increases, from 0.2862% on June 23rd to 0.3102% by June 30th, reflects the AI model's sustained positive assessment during its periodic rebalancing. Despite Humana's share price currently residing at 100% of its 52-week high, the AI likely detected underlying fundamental strength, such as 14.08% revenue growth, making it a compelling candidate within the ETF's value-factor pool. These ongoing adjustments suggest the algorithm perceives a justified valuation, even with a P/E of 38.54, indicating its specific methodology is identifying future potential rather than merely backward-looking cheapness.
weight 0.287% → 0.310% (+0.023 pp)·stock up 30.1% in the 30 days before
Jun 30·entry $397.22·now $398.20Fresh
+0.25%
since Jun 30
AIVL · Weight increase · 2d
HUM currently trades at $388.90, marking its 52-week high after significant returns of +27.5% over the past 30 days and +104.1% over 90 days. Despite this strong price momentum, AIVL's AI system, designed to identify genuine value within a pre-filtered US value-factor pool, has driven a consecutive weight increase for HUM. The allocation grew from 0.2844% on June 22 to 0.3005% by June 26, suggesting the AI's scoring mechanism, which incorporates fundamental data like 14.08% revenue growth and a P/B of 1.74, found compelling reasons to add to the position. This suggests that even with a P/E of 38.54, the AI perceives deeper value, aligning with its mandate to discern true value from mere value traps.
weight 0.287% → 0.300% (+0.013 pp)·stock up 25.3% in the 30 days before
Jun 26·entry $383.84·now $398.20Drifting
+3.74%
since Jun 26
AIVL · Weight decrease · 3d
HUM's current PER of 38.81, coupled with a 6.19% ROE, presents a particular test for AIVL's mandate to identify genuine value within its US value-factor universe using fundamentals and valuation metrics. This valuation framework became more pertinent given the stock’s recent price trajectory, experiencing a 30-day return of +31.2% and trading at 95% of its 52-week high around the time the weight adjustments began. AIVL's AI, specifically tasked with distinguishing genuine value from value traps, likely re-evaluated HUM's position as its elevated price potentially compressed future free cash flow yields and increased perceived valuation risk. This re-evaluation by the AI subsequently informed AIVL's consecutive weight decrease in HUM from June 16th to June 22nd.
weight 0.302% → 0.284% (-0.018 pp)·stock up 18.6% in the 30 days before
Jun 22·entry $360.72·now $398.20
+10.39%
since Jun 22
AIVL · Weight decrease · 2d
The pattern of consecutive, albeit gradual, weight reduction for HUM within AIVL reflects the AI manager's mandate to identify genuine value while sidestepping value traps. Despite Humana's modest PBR of 1.74 and 14.08% revenue growth, its P/E ratio of 38.39 is high for a value-oriented universe, particularly when coupled with a 6.19% return on equity. This decreasing allocation suggests the AI is responsively de-risking as the stock has experienced a 45.9% return over 30 days and currently trades at 95% of its 52-week high, indicating its valuation has expanded beyond AIVL's targeted criteria. The AI's continuous evaluation of fundamentals and valuation metrics likely flagged this health care stock as drifting from its initial value proposition after such swift price appreciation. AIVL’s periodic rebalancing within its approximately 100 US value stocks would naturally adjust exposure to names whose valuations no longer align with its core value-factor strategy.
weight 0.302% → 0.286% (-0.016 pp)·stock up 16.1% in the 30 days before
Jun 18·entry $360.65·now $398.20
+10.41%
since Jun 18
AIVL · Accumulation · 5d
Humana’s PER of 39.45 appears elevated, yet its PBR of 1.74, combined with 14.08% revenue growth, provided a mixed signal within AIVL’s value-factor screening. The ETF's AI component, tasked with differentiating genuine value from traps using metrics like margins and return on capital, likely identified favorable underlying fundamentals in Humana. This perceived fundamental strength prompted AIVL to gradually accumulate the stock between early and mid-June, increasing its weight from 0.2657% to 0.3021%, even as Humana’s price climbed towards $380.26, 95% of its 52-week high. The AI's decision to add shares while the stock experienced a +47.0% 30-day return indicates its model found continued justification for the position based on its specific set of valuation and fundamental criteria, rather than reacting to the price movement alone.
weight 0.266% → 0.292% (+0.026 pp)·stock up 21.1% in the 30 days before
Jun 16·entry $369.49·now $398.20Drifting
+7.77%
since Jun 16
AIVL · Accumulation · 5d
The weight change for HUM in AIVL shows a consistent, albeit measured, increase over approximately two weeks, from 0.2673% to 0.3021%, aligning with AIVL's periodic rebalancing schedule rather than daily adjustments. Despite HUM's current price reaching 100% of its 52-week high after a near 60% gain in 30 days and a 96.5% gain in 90 days, its relatively low PBR of 1.74 likely kept it within the initial value-factor screened pool for AIVL. The AI's continued gradual accumulation suggests that, while HUM’s PER of 39.45 appears elevated, the AI's scoring mechanism, which incorporates fundamentals like revenue growth of 14.08% and potentially other metrics such as free cash flow yield and margins, identifies underlying value or improving financial health that warrants a slightly larger allocation within its portfolio. This incremental buying indicates the AI perceives HUM as a genuine value opportunity, distinguishable from a value trap, even amid its considerable recent price momentum.
weight 0.267% → 0.302% (+0.035 pp)·stock up 24.4% in the 30 days before
Jun 12·entry $379.22·now $398.20Drifting
+5.01%
since Jun 12
AIVL · Weight increase · 4d
HUMANA INC. has recently seen a significant price appreciation, with its stock currently trading at $364.46, marking 100% of its 52-week high after a +49.9% return over the past 30 days. AIVL's strategy for identifying genuine value from value traps within a pre-filtered US value-factor pool, relying on fundamentals and valuation metrics like P/E and P/B, typically screens for less elevated price levels. Despite a PER of 39.45, the AI model likely identified underlying merits such as HUM's PBR of 1.74 or its 14.08% revenue growth as key contributors to its valuation score within its value universe. The consecutive weight increases from June 4 to June 10, moving from 0.2835% to 0.2990%, indicate the AI’s persistent assessment of HUM’s relative attractiveness improved during this period, even after a substantial upward price movement.
weight 0.266% → 0.299% (+0.033 pp)·stock up 32.9% in the 30 days before
Jun 10·entry $364.46·now $398.20Drifting
+9.26%
since Jun 10
AIVL · Weight increase · 3d
HUMANA INC currently trades at $363.18, reaching its 52-week high after recording 30-day returns of +58.1% and 90-day returns of +86.1%. Despite this considerable price ascent, AIVL, an AI-managed ETF designed to score US value stocks based on fundamentals and valuation, increased its HUMANA INC allocation from 0.2835% on June 4th to 0.2915% by June 8th. This consecutive weighting adjustment suggests AIVL's AI algorithm, tasked with distinguishing genuine value from value traps within its pre-filtered universe, likely identified specific underlying attributes. The AI model's assessment of metrics like HUMANA's PBR of 1.74 and 14.08% revenue growth positioned the company as compelling enough to warrant a higher position, even with a PER of 34.87, aligning with the ETF's strategy of discerning overlooked value.
weight 0.266% → 0.291% (+0.026 pp)·stock up 44.1% in the 30 days before
Jun 8·entry $355.98·now $398.20Chased
+11.86%
since Jun 8
AIVL · Weight increase · 2d
weight 0.266% → 0.288% (+0.022 pp)·stock up 42.1% in the 30 days before
Jun 5·entry $350.08·now $398.20Chased
+13.75%
since Jun 5
+21.57%
since Jun 3
+30.51%
since May 15
+32.14%
since May 14
LQAI · New entry · 1d
weight 0 → 0.100% (new)·stock up 12.8% in the 30 days before
Jul 7·entry $394.62·now $398.20Fresh
+0.91%
since Jul 7
LQAI · Exit · 1d
HUMANA INC's weight in LQAI first saw a gradual ascent from 0.42% to 0.51% over nine days, suggesting Qraft's AI engine initially identified a favorable outlook and incrementally increased exposure, consistent with its AI-driven selection approach. Subsequently, a complete divestiture occurred on June 9th, following the stock reaching $363.18, its 52-week high, after a 90-day return of 86.1%. This decisive rebalance by the LG-Qraft AI, particularly given LQAI's "core large-cap" style without a heavy factor tilt, indicates that the stock’s stretched valuation—a PER of 34.87 coupled with hitting peak price—likely triggered a negative re-ranking, despite 14.08% revenue growth. The system, positioned between broad market and concentrated momentum strategies, prioritized recalibrating its core portfolio exposure rather than maintaining a position after such a rapid price run.
weight 0.510% → 0 (exited)·stock up 32.1% in the 30 days before
Jun 9·entry $363.18·now $398.20
+9.64%
since Jun 9
LQAI · Weight increase · 3d
weight 0.440% → 0.510% (+0.070 pp)·stock up 42.1% in the 30 days before
Jun 5·entry $350.08·now $398.20Chased
+13.75%
since Jun 5
LQAI · Weight increase · 2d
stock up 46.0% in the 30 days before
Jun 4·entry $349.80·now $398.20Chased
+13.84%
since Jun 4
+31.12%
since May 21
+30.94%
since May 20
+28.22%
since May 19
LQAI · Weight increase · 2d
stock up 49.2% in the 30 days before
May 18·entry $306.00·now $398.20Chased
+30.13%
since May 18
+24.10%
since Jun 2
AIEQ · Exit · 1d
AIEQ's management of HUM concluded with an abrupt removal on 2026-07-01, following a period where the stock maintained a small, steady allocation around 0.15-0.16% for a week, even seeing a slight weight increase on 2026-06-26. This sudden exit, despite the company’s recent 14.08% revenue growth, occurred as HUM’s price reached its 52-week high of $409.42, having climbed 126.0% over the preceding 90 days. Such a rapid ascent, coupled with a PER of 43.02, likely triggered the risk overlay of EquBot’s IBM Watson NLP-driven system, which continuously analyzes market sentiment and fundamentals from thousands of sources. The fund's daily rebalancing and high turnover facilitate such decisive actions when its hybrid model indicates a shift in its conviction, leading to the complete divestment.
weight 0.160% → 0 (exited)·stock up 24.7% in the 30 days before
Jul 1·entry $409.42·now $398.20
-2.74%
since Jul 1
AIEQ · Weight increase · 2d
weight 0.130% → 0.150% (+0.020 pp)·stock up 42.1% in the 30 days before
Jun 5·entry $350.08·now $398.20Chased
+13.75%
since Jun 5
+21.29%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
AIEQ recently initiated a position in Humana, and LQAI showed periods of gradual accumulation before a slight decrease, indicating some AI models perceive value in the company. This activity contrasts with the framework's 'Fail' verdict, which is primarily driven by concerns over Humana's low return on equity and the absence of a clear margin of safety at its current valuation.
- Circle of CompetenceThe health insurance industry, with its actuarial basis and stable demand for healthcare services, allows for reasonable projection of unit economics and cash flows over a ten-year period.
- Economic MoatHumana benefits from scale-driven cost advantages, switching costs for members and employers, and regulatory barriers to entry, which together form a durable economic moat.
- ManagementAssessment of management's candor, capital allocation discipline, and skin in the game is not possible with the provided financial data.
- Financial HealthThe company's most recent ROE of 6.19% falls significantly below the required threshold of a 10-year average of at least 15% with no single year below 10%.
- Margin of SafetyThe current PER of 32.45 and EV/EBITDA of 35.94 for a company with a low ROE of 6.19% do not present a defensible margin of safety relative to intrinsic value.
Humana qualifies within the circle of competence and appears to possess a durable economic moat. However, the company fails on financial health due to a low return on equity, and its current valuation metrics do not offer a sufficient margin of safety. This suggests a disconnect between the company's operational strength and its current financial performance and market pricing relative to the framework's strict criteria.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.