AIVL3.237%
as of Jul 17
ICE
GrowthINTERCONTINENTAL EXCHANGE INC
Intercontinental Exchange, Inc., together with its subsidiaries, provides technology and data to financial institutions, corporations, and government entities in the United States, the United Kingdom, the European Union, Canada, Asia Pacific, and the Middle East. It operates through three segments: Exchanges, Fixed Income and Data Services, and Mortgage Technology. The Exchanges segment operates regulated marketplace technology for the listing, trading, and clearing of an array of derivatives contracts and financial securities, such as commodities, interest rates, foreign exchange and equities, and corporate and exchange-traded funds, as well as data and connectivity services related to its exchanges and clearing houses.
Close · 3M
-14.61%
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 signals15
Win rate100% (15/15)
Avg buy return+3.88%
AIVL · Accumulation · 5d
AIVL’s AI-driven methodology likely identified Intercontinental Exchange (ICE) as a compelling selection within its US value factor universe, given its 13.62% Return on Equity and 7.29% revenue growth, indicating underlying operational strength. These fundamental metrics, alongside its 19.49 P/E and 3.19 P/B ratios, likely signaled to the AI that ICE represents genuine value rather than a value trap, fulfilling the fund's specific mandate to distinguish between the two. The fund initiated gradual accumulation of ICE during the first half of July 2026, increasing its weighting from 3.1271% to 3.2647%, coinciding with the stock trading at $141.76, significantly below its 52-week high of $188.45 and after recent 90-day and 1-year declines. This persistent buying suggests AIVL's system interprets the stock's current valuation, after its recent -14.5% 90-day return, as a favorable entry point for a company exhibiting solid profitability and growth.
weight 3.127% → 3.265% (+0.138 pp)·stock down 0.5% in the 30 days before
Jul 15·entry $139.84·now $141.57Fresh
+1.24%
since Jul 15
AIVL · Accumulation · 5d
ICE's P/E of 19.49 and P/B of 3.19, coupled with a 13.62% ROE and 7.29% revenue growth, positioned it within WisdomTree AIVL's pre-filtered US value-factor pool, aligning with the ETF's criteria for strong fundamentals and appealing valuation metrics. Trading at $139.84, which is 74% of its 52-week high and reflecting a -23.1% one-year return, ICE presented itself as a discounted asset in early July. This price context likely prompted AIVL's AI to interpret ICE as a genuine value opportunity rather than a value trap, distinguishing it within its value-tilted universe. Consequently, AIVL initiated a gradual accumulation, increasing its weight from 3.1024% on July 2nd to 3.2193% by July 14th, reflecting the AI model’s specific assessment of this stock at its lower price levels. The sequential increases illustrate the AI’s methodical approach to finding opportunities for this financial sector company within its rebalancing schedule.
weight 3.102% → 3.219% (+0.117 pp)·stock down 1.0% in the 30 days before
Jul 14·entry $137.61·now $141.57Drifting
+2.88%
since Jul 14
AIVL · Accumulation · 5d
The AIVL fund has shown a pattern of gradual accumulation in ICE, with its portfolio weight increasing from 2.0890% to 3.2030% over the first two weeks of July 2026. This measured increase aligns with the ETF’s strategy of identifying value-factor stocks, particularly as ICE’s price has experienced a significant decline, currently trading at $137.61, 73% of its 52-week high, after a -24.3% one-year return. AIVL’s AI, which evaluates fundamentals and valuation, likely assessed ICE’s 7.29% revenue growth and 13.62% ROE, along with its 19.49 PER and 3.19 PBR, determining that the recent price weakness presented a compelling valuation opportunity rather than indicating a value trap. This suggests that within its US value-factor universe, the AI distinguished ICE as a stock with underlying quality now available at a more attractive valuation following its extended price slump, prompting the incremental additions to its position.
weight 2.089% → 3.203% (+1.114 pp)·stock down 1.9% in the 30 days before
Jul 13·entry $137.67·now $141.57Drifting
+2.83%
since Jul 13
AIVL · Accumulation · 5d
WisdomTree’s AIVL fund, which employs an AI to score US value stocks within its pre-filtered universe, likely identified ICE as a compelling inclusion following its substantial price decline, reflecting a 1-year return of -25.0%. The AI’s method of distinguishing genuine value from value traps likely weighed ICE's positive fundamentals, such as its 13.62% return on equity and 7.29% revenue growth, against its valuation metrics after the market correction. This assessment appears to have driven the significant increase during the fund’s periodic rebalance around July 2, 2026, boosting ICE’s weight from 2.0139% to over 3% in its portfolio of approximately 100 stocks. The subsequent, more gradual accumulation suggests a sustained positive evaluation by the AI for this particular financial firm.
weight 2.014% → 3.148% (+1.134 pp)·stock down 4.5% in the 30 days before
Jul 10·entry $135.26·now $141.57Drifting
+4.67%
since Jul 10
AIVL · Accumulation · 5d
AIVL's AI-driven strategy, focused on sifting genuine value from potential traps within its US value universe of approximately 100 stocks, prompted this accumulation in ICE. The WisdomTree fund's methodology, which evaluates fundamentals like return on capital and debt alongside valuation metrics such as P/E and FCF yield, likely identified the Financials company as increasingly attractive. This is particularly evident given ICE’s current price of $135.26, trading at 72% of its 52-week high after a 1-year return of -25.6%. Such a move reflects the fund's periodic rebalance cycle, where the AI's assessment led to a reallocation of capital, despite a PER of 19.49.
weight 2.031% → 3.155% (+1.124 pp)·stock down 2.8% in the 30 days before
Jul 9·entry $135.11·now $141.57Drifting
+4.78%
since Jul 9
AIVL · Accumulation · 5d
ICE's financial metrics, including a P/E of 19.49, P/B of 3.19, along with a 13.62% ROE and 7.29% revenue growth, positioned the Financials sector company within AIVL's initial pre-filtered US value-factor pool. The AI-driven methodology of WisdomTree's AIVL fund subsequently evaluated these fundamental and valuation metrics, aiming to distinguish genuine value from potential traps. The fund's accumulation pattern, beginning on July 1st, closely followed ICE's 9.8% decline over the prior 30 days and 18.0% over 90 days. This price action, bringing the stock to $135.11 and 72% of its 52-week high of $188.45, likely signaled to the AI a calculated buying opportunity. AIVL then initiated a gradual increase in its allocation from 2.0139% on June 30th to 3.2262% by July 8th, reflecting a systematic re-evaluation of the company at this lower price level.
weight 2.037% → 3.226% (+1.189 pp)·stock down 3.1% in the 30 days before
Jul 8·entry $137.17·now $141.57Drifting
+3.21%
since Jul 8
AIVL · Weight increase · 4d
The AI-driven WisdomTree AIVL fund, which evaluates approximately 100 US value stocks based on fundamentals and valuation metrics, significantly increased its holding in ICE during its periodic rebalance. The consecutive rise in weight from 2.0890% to 3.1691% between July 1st and July 7th indicates the AI system identified ICE as a compelling value opportunity, distinguishing it from a value trap. Despite a PER of 18.75, the AI likely capitalized on ICE's recent price depreciation, noting its current price is 73% of its 52-week high after a -24.0% one-year return. This suggests the AI found a favorable confluence of a discounted price and underlying fundamental health, such as a 13.62% Return on Equity, making it a stronger contender within the value-tilted universe.
weight 2.014% → 3.169% (+1.155 pp)·stock down 3.9% in the 30 days before
Jul 7·entry $136.45·now $141.57Drifting
+3.75%
since Jul 7
AIVL · Weight increase · 3d
ICE shares are currently trading at $136.45, placing the stock at 72% of its 52-week high of $188.45, after experiencing declines of -10.8% over 30 days and -24.6% over the past year. This significant price depreciation likely triggered AIVL's AI system, which is designed to identify genuine value opportunities within a pre-filtered US value universe, particularly when stocks approach their 52-week lows, like ICE's $122.91. The fund's AI evaluates fundamentals such as a 13.62% ROE and 7.29% revenue growth, alongside valuation metrics like a PER of 18.75 and a PBR of 3.19. The consistent weight increases, moving from 2.0890% on July 1 to 3.1271% by July 6, indicate the AI concluded that ICE represented a sound business that had become undervalued, rather than a value trap, at these price levels. This specific activity reflects the AI's objective to capitalize on quality companies whose valuations appear compelling after market downturns.
weight 2.014% → 3.127% (+1.113 pp)·stock down 2.6% in the 30 days before
Jul 6·entry $134.91·now $141.57Drifting
+4.94%
since Jul 6
AIVL · Weight increase · 2d
WisdomTree’s AIVL, structured to discern genuine value from potential value traps within its approximately 100 US value stocks, initiated a distinct weight increase for ICE (Intercontinental Exchange Inc). The consecutive upward adjustment from 2.0890% to 3.1024% on July 1st and 2nd suggests the AI algorithm, which scores names based on fundamentals and valuation metrics, identified new appeal in the Financials sector company. This reallocation occurred as ICE shares traded at $132.99, marking 71% of its 52-week high, indicating a notable dip in price. The AI's periodic rebalancing mechanism likely interpreted the combination of this lower valuation alongside the company’s 13.62% ROE as a compelling opportunity for inclusion.
weight 2.014% → 3.102% (+1.089 pp)·stock down 6.6% in the 30 days before
Jul 2·entry $132.99·now $141.57Drifting
+6.45%
since Jul 2
AIVL · Weight decrease · 4d
ICE's PER of 19.03 and PBR of 3.19, alongside a 13.62% ROE and 7.29% revenue growth, inform AIVL's AI scoring mechanism, which distinguishes genuine value from potential value traps within its pre-filtered US value universe. This AI-driven manager, WisdomTree, has systematically reduced ICE's weight from 2.1615% on June 24th to 2.0139% by June 30th. This period of decreasing allocation coincided with ICE trading at $123.11, notably near its 52-week low of $122.91 and representing a 21.1% decline over 30 days. The AI's model likely interpreted the combination of falling price, nearing its annual low, and the current fundamental and valuation metrics as a signal to reduce exposure, indicating a reassessment of its value proposition within the ETF's investment parameters.
weight 2.220% → 2.014% (-0.206 pp)·stock down 16.7% in the 30 days before
Jun 30·entry $123.11·now $141.57
+14.99%
since Jun 30
AIVL · Weight decrease · 3d
The AIVL fund has systematically pared its holding in ICE through a series of incremental weight reductions across mid-June, moving from 2.3453% to 2.0311% over two weeks. This measured reduction, despite ICE's market price hitting its 52-week low and experiencing a 30-day return of -20.4%, aligns with WisdomTree's AI methodology designed to distinguish genuine value from value traps. The AI, evaluating fundamentals such as revenue growth of 7.29% and an ROE of 13.62% alongside valuation metrics like a PER of 19.03, likely determined that even at the current $122.91 price, ICE did not meet its criteria for long-term genuine value within its pre-filtered US value-factor universe. Successive downward adjustments to the weighting suggest the AI's models continued to find better opportunities or an increasing risk profile for ICE, even as the stock became nominally cheaper.
weight 2.220% → 2.031% (-0.189 pp)·stock down 17.3% in the 30 days before
Jun 26·entry $123.86·now $141.57
+14.30%
since Jun 26
+13.72%
since Jun 25
+7.79%
since Jun 22
+5.74%
since Jun 18
AIVL · Weight increase · 2d
stock down 7.8% in the 30 days before
Jun 5·entry $141.50·now $141.57Fresh
+0.05%
since Jun 5
PQUS · Weight decrease · 2d
ICE's financial summary, including a PER of 19.49, PBR of 3.19, Revenue Growth of 7.29%, and ROE of 13.62%, positions it as a US large-cap stock suitable for PQUS's investment universe, which emphasizes measured turnover. However, the stock’s longer-term performance, with 90-day and 1-year returns of -14.5% and -22.6% respectively, and its current price of $141.76 at 75% of its 52-week high, provides context for the AI’s adjustments. The consecutive weight decrease from 1.10% to 1.09% on July 16th and 17th, 2026, after a brief uptick, indicates Pictet Asset Management's AI ranking system is making precise portfolio calibrations. This subtle shift suggests the AI, operating with sector-balance and concentration rules, may have recalibrated ICE’s position within the ~165 US large-cap portfolio, potentially prioritizing other opportunities or re-weighting within sector constraints, despite its recent 30-day price gain of +2.4%.
weight 1.110% → 1.090% (-0.020 pp)·stock down 1.2% in the 30 days before
Jul 17·entry $139.65·now $141.57
+1.37%
since Jul 17
PQUS · Weight decrease · 2d
The two-day consecutive decrease in ICE's weight from 1.12% to 1.08% within PQUS indicates a deliberate, albeit moderate, scaling back of exposure by the AI. This measured reduction aligns with the ETF’s strategy of periodic rebalances and measured turnover, where its AI ranking system likely responded to ICE’s sustained price weakness, shown by a -25.6% one-year return and its current price at 72% of its 52-week high. Even with its PER at 19.49 and ROE at 13.62%, the prolonged underperformance, including a -8.8% 30-day return, likely prompted the AI to lower ICE's relative attractiveness within the US large-cap universe, leading to a decreased allocation while adhering to the fund's sector-balance rules.
weight 1.120% → 1.080% (-0.040 pp)·stock down 4.5% in the 30 days before
Jul 11·entry $137.67·now $141.57
+2.83%
since Jul 11
PQUS · Weight increase · 2d
Pictet Asset Management's AI ranking system, applied to PQUS's US large-cap universe, likely identified ICE as an increasingly compelling allocation during a periodic rebalance. Despite ICE's recent 90-day return of -16.4%, the AI’s model may have prioritized the company’s 13.62% Return on Equity, finding its valuation attractive for the Financials sector. The ETF’s embedded rules for sector-balance and managing its portfolio of around 165 holdings, combined with updated AI rankings, drove the consecutive weight increases observed for ICE from July 8th to July 9th. This measured allocation adjustment suggests the AI is actively optimizing the portfolio within its predefined constraints, leveraging quantitative signals to reshape its exposure to specific US large-cap names.
weight 1.090% → 1.120% (+0.030 pp)·stock down 2.8% in the 30 days before
Jul 9·entry $135.11·now $141.57Drifting
+4.78%
since Jul 9
PQUS · Weight decrease · 2d
ICE currently trades at $126.73, near its 52-week low of $122.91, having experienced significant depreciation with a 30-day return of -17.8% and a 1-year return of -29.5%. Given this sustained downtrend, the Pictet Asset Management AI ranking system for PQUS likely de-emphasized ICE despite its price-to-earnings ratio of 18.75, price-to-book of 3.19, and revenue growth of 7.29%. The consecutive weight decrease from 1.06% on June 30th to 1.01% on July 2nd signals that during a periodic rebalance, the AI identified a need to reduce exposure to the company, perhaps due to its falling market cap or other quantitative factors related to its valuation. This adjustment within the approximately 165 US large-cap holdings of PQUS would align with the fund's sector-balance and concentration rules, ensuring the portfolio's overall risk and thematic exposure remains within parameters, even as ICE maintains a return on equity of 13.62%.
weight 1.060% → 1.010% (-0.050 pp)·stock down 6.6% in the 30 days before
Jul 2·entry $132.99·now $141.57
+6.45%
since Jul 2
PQUS · Weight increase · 2d
ICE's financial metrics—a P/E ratio of 19.03, P/B of 3.19, and ROE of 13.62%, alongside 7.29% revenue growth—likely positioned it favorably within the US large-cap universe for Pictet Asset Management's AI ranking system, which prioritizes fundamental strength for its ~165-stock portfolio. This underlying financial profile became particularly compelling as the stock's price reached $124.49, marking its 52-week low and a 30.5% decline over the past year. The AI algorithm, managing the PQUS ETF with its periodic rebalances and sector-balance rules, initiated an increase on 2026-06-25 from 0.73% to 0.75%, further adjusting the weight to 1.11% on 2026-06-26. This consecutive adjustment indicates the AI identified significant value in ICE at these depressed price levels, aligning with the fund's measured turnover approach to its US large-cap selections despite previous short-term declines.
weight 0.730% → 1.110% (+0.380 pp)·stock down 17.3% in the 30 days before
Jun 26·entry $123.86·now $141.57Chased
+14.30%
since Jun 26
+7.79%
since Jun 20
PQUS · Weight increase · 2d
stock down 9.2% in the 30 days before
Jun 12·entry $140.53·now $141.57Fresh
+0.74%
since Jun 12
PQUS · Weight increase · 2d
stock down 7.8% in the 30 days before
Jun 7·entry $139.05·now $141.57Fresh
+1.81%
since Jun 7
AIEQ · Weight decrease · 2d
ICE is currently trading at $126.73, positioned at 67% of its 52-week high and experiencing considerable negative momentum with a 30-day return of -17.8% and a 1-year return of -29.5%. Against this backdrop of sustained price weakness and proximity to its 52-week low, AIEQ's IBM Watson NLP engine likely identified a significantly deteriorating sentiment trend across news, social posts, and analyst commentary concerning ICE. This daily NLP-driven analysis, coupled with EquBot's risk overlay, informed the fund's decision to progressively reduce its ICE allocation from 0.3400% to 0.3200% over several days, culminating in a sharp cut to 0.0500% on July 1st. Despite the company’s PER of 18.75 and Revenue Growth of 7.29%, the fund’s high-turnover, sentiment-hybrid approach prioritizes these real-time shifts in market perception and price trajectory, leading to the rapid de-risking as the stock neared its yearly floor.
weight 0.330% → 0.050% (-0.280 pp)·stock down 12.6% in the 30 days before
Jul 1·entry $126.73·now $141.57
+11.71%
since Jul 1
AIEQ · Weight decrease · 2d
Trading at $123.86, ICE sits at 66% of its 52-week high and has experienced significant declines, posting a -20.5% return over the last 30 days and a -30.6% drop over the past year. Amplify ETFs’ AIEQ, which leverages IBM Watson NLP to analyze news, social posts, and thousands of US equities, integrates this rapid price deterioration into its sentiment and fundamental hybrid style. As a fund known for its daily rebalancing and high turnover, AIEQ’s AI likely identified a persistent negative signal surrounding ICE through its NLP processing, leading to the consecutive weight decrease from 0.3600% on June 16 to 0.3300% on June 26. This consistent reduction occurred even as ICE reported a 7.29% revenue growth and a 13.62% ROE, suggesting the AI's ranking system prioritized the recent market perception and sentiment shifts over solely positive fundamental metrics when making its daily portfolio adjustments for this specific financial sector holding.
weight 0.350% → 0.330% (-0.020 pp)·stock down 17.3% in the 30 days before
Jun 26·entry $123.86·now $141.57
+14.30%
since Jun 26
+7.79%
since Jun 21
AIEQ · Weight increase · 2d
stock down 7.8% in the 30 days before
Jun 7·entry $139.05·now $141.57Fresh
+1.81%
since Jun 7
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 Jun 21
While AI ETFs are holding INTERCONTINENTAL EXCHANGE, recent activity indicates a trend of decreasing weights across multiple funds. This cautious or slightly negative stance from the AIs partially aligns with the framework's "Fail" verdict, which suggests the company does not meet all the stringent value investing criteria.
- Circle of CompetenceThe company's core business as a financial exchange and data provider, coupled with its mortgage technology segment, offers sufficiently stable and predictable unit economics to project future cash flows.
- Economic MoatICE possesses strong network effects, high switching costs for participants, and significant regulatory barriers to entry, which collectively form a durable economic moat.
- ManagementThe provided data does not offer sufficient detail on management's candor, capital allocation track record, or skin in the game to make a definitive judgment.
- Financial HealthThe reported ROE of 13.62% falls below the 10-year average threshold of 15%, and other crucial financial health indicators like debt specifics and owner earnings are not available for full assessment.
- Margin of SafetyWithout a detailed projection of future cash flows and a conservative estimate of intrinsic value, it is not possible to determine if the current market price offers a sufficient margin of safety.
The analysis indicates INTERCONTINENTAL EXCHANGE operates within a predictable circle of competence and benefits from a strong economic moat. However, a "Fail" verdict is issued primarily due to the reported ROE falling short of the required 15% average and insufficient data to fully assess other critical financial health metrics. The lack of data for a margin of safety assessment and detailed management review also contributed to this conservative outcome within the framework.
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.