AIVL0.209%
as of Jul 17
JKHY
DefensiveJack Henry & Associates, Inc.
Jack Henry & Associates, Inc. operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services. It operates through four segments: Core, Payments, Complementary, and Corporate and Other. The Core segment provides core information processing platforms to banks and credit unions, which consist of integrated applications required to process deposit, loan, general ledger transactions, and maintain centralized accountholder information.
Close · 3M
-10.74%
Held by 1 AI ETF
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 signals10
Win rate70% (7/10)
Avg buy return+5.18%
AIVL · Weight increase · 2d
The overall upward trend in JKHY’s weight within AIVL, moving from 0.2027% to 0.2106% with small, consistent additions on several days, suggests the AI’s continuous re-evaluation of its portfolio constituents. This gradual accumulation likely reflects the WisdomTree AI’s method of distinguishing genuine value from value traps, recognizing JKHY’s 24.03% return on equity and 8.44% revenue growth amidst a price that recently traded down 16% over the past year. Now trading at $151.67, significantly off its 52-week high, the AI appears to view the stock’s recent 16% 30-day rebound as a confirmation of emerging genuine value rather than a signal for profit-taking, aligning with its strategy to identify quality within the US value-factor universe. The incremental nature of these adjustments is consistent with a system performing ongoing scoring rather than waiting for a single, large periodic rebalance to adjust its convictions.
weight 0.202% → 0.211% (+0.008 pp)·stock up 18.0% in the 30 days before
Jul 16·entry $153.84·now $153.16Fresh
-0.44%
since Jul 16
AIVL · Accumulation · 5d
JKHY’s PER of 20.55 and PBR of 6.16 positioned it within AIVL’s pre-filtered US value-factor pool, where the AI assesses fundamentals like its 24.03% ROE and 8.44% revenue growth for capital efficiency and growth. The gradual accumulation of weight between late June and early July 2026 coincided with JKHY's recent price depreciation, including a -10.9% 90-day return and trading at 78% of its 52-week high. This indicates the AI likely distinguished JKHY as a genuine value opportunity, leveraging its strong ROE, rather than a value trap, prompting its inclusion during the periodic rebalancing. The AI’s analysis likely found the underlying financials compelling enough to add exposure, even after a recent 30-day return of +10.4%, which might have started to erode some of the initial value.
weight 0.190% → 0.209% (+0.018 pp)·stock up 18.9% in the 30 days before
Jul 9·entry $150.22·now $153.16Fresh
+1.96%
since Jul 9
AIVL · Accumulation · 5d
AIVL’s allocation to JKHY reflects a measured accumulation over roughly two weeks, evidenced by the steady increase from 0.1809% to 0.2062% across multiple trading days. This gradual scaling into the position aligns with the fund's periodic rebalancing approach and its focus on identifying US value stocks that have experienced declines, with JKHY trading at 78% of its 52-week high after a 15.4% drop over the past year. Despite a P/E of 20.55 and P/B of 6.16, the AI's models likely identified the Information Technology company's high return on equity of 24.03% and revenue growth of 8.44% as indicators of underlying business quality. Such fundamental strength, alongside a suppressed stock price, would enable WisdomTree's AI to differentiate JKHY as a genuine value opportunity, rather than a value trap, within its pre-filtered universe of approximately 100 US value stocks.
weight 0.181% → 0.206% (+0.025 pp)·stock up 13.3% in the 30 days before
Jul 8·entry $147.37·now $153.16Drifting
+3.93%
since Jul 8
AIVL · Accumulation · 5d
JKHY has experienced a significant one-year decline of 19.0%, bringing its current price of $146.71 to 76% of its 52-week high, despite a recent 30-day uptick of 4.7%. This valuation backdrop, combined with a 90-day return of -8.9%, positions the stock at a potentially discounted entry point for WisdomTree's AIVL, which employs AI to distinguish genuine value from value traps within its US value-factor pool. The AI models would have considered JKHY's 24.03% Return on Equity and 8.44% Revenue Growth against its P/E of 20.04 and P/B of 6.16. Such an alignment of a recent price downturn with underlying financial metrics that suggest solid profitability and growth likely triggered the observed gradual accumulation in AIVL's portfolio between late June and early July.
weight 0.180% → 0.202% (+0.022 pp)·stock up 10.0% in the 30 days before
Jul 6·entry $146.38·now $153.16Drifting
+4.63%
since Jul 6
AIVL · Accumulation · 6d
JKHY exhibits a 24.03% Return on Equity and an 8.44% revenue growth, indicating solid fundamental performance that aligns with AIVL’s assessment of return on capital. Coupled with a PER of 20.04 and PBR of 6.16, these figures position Jack Henry & Associates within the US value-factor pool AIVL considers, suggesting an attractive valuation relative to its underlying quality. This perspective on value is reinforced by the stock trading at $146.87, approximately 76% of its 52-week high after a 17.6% decline over the past year. From late June through early July 2026, the fund gradually increased its position from 0.1751% to 0.2052%, reflecting AIVL's AI distinguishing this price-depressed stock as a genuine value opportunity, not a value trap, given its underlying financials and current market level.
weight 0.175% → 0.205% (+0.030 pp)·stock up 8.0% in the 30 days before
Jul 2·entry $146.87·now $153.16Drifting
+4.28%
since Jul 2
AIVL · Accumulation · 5d
With a Return on Equity of 24.03% and revenue growth of 8.44%, Jack Henry & Associates demonstrates fundamental strength for AIVL's AI, which evaluates return on capital and margins among its criteria. While its P/E of 20.04 and P/B of 6.16 reflect specific valuation metrics, the stock’s current price of $142.42, trading at 74% of its 52-week high following a 21.5% decline over the past year, aligns with a value-seeking approach. The fund initiated a gradual accumulation, increasing its weight from 0.1803% on June 18th to 0.2016% by July 1st. This suggests AIVL's AI, designed to distinguish genuine value from value traps within its US value-factor pool, recognized a compelling buying opportunity based on the company's financial merits and recent price depreciation.
weight 0.180% → 0.202% (+0.021 pp)·stock up 1.6% in the 30 days before
Jul 1·entry $142.42·now $153.16Drifting
+7.54%
since Jul 1
AIVL · Weight increase · 2d
WisdomTree's AIVL, utilizing an AI system to distinguish genuine value from value traps within its approximately 100 US value stock holdings, increased its allocation to Jack Henry & Associates. This consecutive weight adjustment reflects the ETF's periodic rebalancing, where the AI's algorithms reassess names based on fundamental strengths and valuation metrics. Given JKHY's 1-year return of -23.6% and its current price at 72% of its 52-week high, the AI likely identified the stock as presenting a more compelling value proposition. The system's analytical focus on factors like return on capital, supported by JKHY's 24.03% ROE, suggests the AI perceives a durable underlying business despite recent market depreciation.
weight 0.181% → 0.194% (+0.013 pp)·stock up 1.0% in the 30 days before
Jun 30·entry $137.74·now $153.16Chased
+11.20%
since Jun 30
AIVL · Weight increase · 2d
Currently trading at $128.06, JKHY sits near its 52-week low of $123.42, having seen its price decrease by 28.8% over the past year. This significant price depreciation positions the stock as a potential value candidate, directly aligning with AIVL's mandate to invest in US value stocks. WisdomTree's AI, tasked with distinguishing genuine value from value traps, likely assessed JKHY's underlying financials, noting a 24.03% return on equity and 8.44% revenue growth. Considering these strong fundamentals against the lowered valuation metrics derived from the recent price decline, the AI system determined JKHY to be a compelling genuine value opportunity, prompting the recent increase in its portfolio weighting from 0.1796% to 0.1829%.
weight 0.175% → 0.183% (+0.008 pp)·stock down 8.7% in the 30 days before
Jun 24·entry $128.06·now $153.16Chased
+19.60%
since Jun 24
AIVL · Weight decrease · 2d
The AIVL fund has implemented a series of gradual, small decreases in its allocation to JKHY, with its weight reducing from 0.1923% to 0.1751% over roughly two weeks. This measured, persistent reduction aligns with AIVL's AI method of distinguishing genuine value from value traps within its pre-filtered US value pool, rather than making abrupt, reactive changes. Despite JKHY's significant 31.4% price decline over the past year, bringing its current price to $123.42 and 64% of its 52-week high, the AI appears to be re-evaluating the stock's underlying value proposition. While the company maintains a 24.03% return on equity and 8.44% revenue growth, the AI's analysis, considering a relatively high PBR of 6.16 and the prolonged price depreciation, suggests that JKHY might be viewed as a less compelling value opportunity or one with greater potential 'trap' characteristics compared to other holdings in AIVL's approximately 100-stock universe.
weight 0.184% → 0.175% (-0.009 pp)·stock down 11.7% in the 30 days before
Jun 22·entry $123.42·now $153.16
+24.10%
since Jun 22
AIVL · Weight decrease · 3d
weight 0.206% → 0.191% (-0.016 pp)·stock down 12.5% in the 30 days before
Jun 4·entry $130.73·now $153.16
+17.16%
since Jun 4
AIVL · Weight decrease · 2d
weight 0.206% → 0.194% (-0.012 pp)·stock down 12.7% in the 30 days before
Jun 3·entry $133.13·now $153.16
+15.05%
since Jun 3
AIVL · Weight decrease · 2d
The AI ETF is likely decreasing its weight in JKHY due to valuation concerns, as its high Price-to-Book ratio of 6.16 might be considered stretched given its revenue growth rate. This consecutive reduction suggests the AI is systematically rebalancing away from a potentially overvalued asset. A practical takeaway for retail investors is to view this sustained selling by a sophisticated AI as a warning sign regarding JKHY's current valuation and to thoroughly re-evaluate the stock's fundamentals and potential for future growth before making their own investment decisions.
weight 0.215% → 0.199% (-0.016 pp)·stock down 12.6% in the 30 days before
May 14·entry $134.03·now $153.16
+14.27%
since May 14
AIVL · Weight decrease · 2d
The AI ETF likely reduced JKHY's weight due to its high Price-to-Book ratio of 6.16, indicating potential overvaluation, combined with either declining momentum or a re-evaluation of its attractiveness relative to other portfolio holdings. Retail investors should interpret this as a signal that even fundamentally strong companies can trigger algorithm-driven de-risking when valuation or short-term market dynamics shift, warranting independent re-assessment of their own position.
weight 0.218% → 0.213% (-0.005 pp)·stock down 2.4% in the 30 days before
May 11·entry $143.65·now $153.16
+6.62%
since May 11
AIVL · Weight decrease · 3d
The AI ETF likely initiated the consecutive weight decrease for JKHY due to valuation concerns, as its high PBR of 6.16 and PER of 21.14 might be considered expensive relative to its moderate 8.41% revenue growth, suggesting limited upside or increased risk. For retail investors, this consistent reduction by an AI indicates that the algorithm sees better opportunities or lower risk elsewhere, prompting them to re-evaluate the stock's intrinsic value and current market price against their own investment objectives.
weight 0.231% → 0.212% (-0.019 pp)·stock down 9.8% in the 30 days before
May 6·entry $142.88·now $153.16
+7.19%
since May 6
AIVL · Weight decrease · 2d
The AI ETF likely initiated the consecutive weight decrease in JKHY due to a re-evaluation of its valuation, finding it potentially overextended given its moderate revenue growth despite strong profitability. This suggests the algorithm is seeking better risk-adjusted returns elsewhere or mitigating perceived valuation risk. For retail investors, this pattern highlights the importance of scrutinizing a stock's valuation metrics like PER and PBR in context with its growth rates, rather than solely relying on strong ROE figures. It signals a potential shift in the market's assessment of its intrinsic value.
weight 0.231% → 0.223% (-0.008 pp)·stock down 5.5% in the 30 days before
May 5·entry $149.34·now $153.16
+2.56%
since May 5
AIVL · Accumulation · 3d
The AI ETF likely implemented gradual accumulation for JKHY, driven by its robust financials including an excellent 23.75% ROE and consistent 8.41% revenue growth, signaling a high-quality technology company with strong underlying value. For retail investors, this highlights the strategy of slowly building positions in fundamentally sound companies that demonstrate efficient capital utilization and steady growth, rather than attempting to time the market.
weight 0.228% → 0.231% (+0.003 pp)·stock down 1.0% in the 30 days before
May 1·entry $154.03·now $153.16Fresh
-0.56%
since May 1
AIVL · Weight increase · 2d
The AI ETF likely increased its weight in JKHY due to its strong profitability and efficient capital utilization, highlighted by an excellent 23.75% ROE and consistent revenue growth. This signals the AI identifies JKHY as a financially robust company with strong operational performance. For retail investors, this emphasizes the value of scrutinizing profitability metrics like ROE to find high-quality companies that effectively generate returns from their equity.
weight 0.228% → 0.234% (+0.007 pp)·stock down 1.7% in the 30 days before
Apr 29·entry $153.75·now $153.16Fresh
-0.38%
since Apr 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.