MC

PQNT · Weight increase · 2d

Pictet Asset Management's PQNT, which employs AI signals alongside factor exposures for its international developed-market universe, initiated a consecutive weight increase in MC after July 16th. This adjustment likely stemmed from the fund's AI identifying a renewed positive signal, possibly leveraging the stock’s underlying 90-day return of 22.9% even with a recent shorter-term pullback. The system, managing approximately 300 stocks with periodic rebalances rather than daily ones, dynamically raised its allocation to the Financials sector company from 0.90% to 0.95% over two trading days. Such responsive positioning reflects the AI's continuous evaluation of evolving factors like sentiment and fundamentals within its investment framework. The current price of $67.51, positioned at 87% of its 52-week high, may have also presented an attractive valuation opportunity for the algorithm.

weight 0.900% → 0.950% (+0.050 pp)·stock down 2.7% in the 30 days before

Jul 18·entry $67.04·now $67.04Fresh

PQNT · Weight increase · 2d

Moelis & Company shares are trading at $64.48, sitting at 83% of the 52-week high after a one-year return of +15.2% but only a -0.4% return over the past 30 days. This recent price behavior, showing consolidation after a strong longer-term trajectory, interacted directly with PQNT’s strategy. Pictet Asset Management’s AI overlay, which combines quantitative signals with factor exposures for developed-international stocks, appears to have identified favorable conditions for this financial company. Consequently, the fund initiated a consecutive adjustment in its MC weighting, increasing it from 0.91% to 0.95% between June 24 and June 26, 2026, at this price point. This action indicates AI-driven signals prioritized accumulation, even with the fund's periodic rebalancing schedule, for a stock demonstrating recent sideways movement following sustained growth.

weight 0.910% → 0.950% (+0.040 pp)·stock down 2.1% in the 30 days before

Jun 26·entry $64.48·now $67.04Drifting

PQNT · Weight increase · 2d

PQNT’s recent position in Moelis & Company shows a distinct pattern of stepped weight increases from 0.9000% to 0.9800% over the early June period, with some consolidation between adjustments. This cadence, differing from continuous daily shifts, aligns with Pictet Asset Management's strategy for PQNT, which employs periodic rebalancing informed by AI signals and factor exposures across its broad ex-US developed-market universe. The AI's factor models likely identified favorable conditions for MC within the Financials sector, considering its current price of $67.70, which, while 87% of its 52-week high, follows a +4.5% 30-day return after a preceding 90-day decline. Such a controlled accumulation suggests the AI is integrating short-term momentum with underlying valuation and fundamental strength signals, indicating a sustained positive outlook for this specific international stock in the fund's portfolio.

weight 0.960% → 0.980% (+0.020 pp)·stock up 6.7% in the 30 days before

Jun 15·entry $69.09·now $67.04Fresh

PQNT · Weight increase · 2d

The weight for MC within the PQNT portfolio shows a stepped accumulation pattern, characterized by an initial rise from 0.9000% to 0.9300% on May 16th, followed by a four-day plateau, and then two consecutive daily increases to 0.9500% by May 22nd. This precise cadence aligns with Pictet Asset Management's strategy for PQNT, which utilizes AI signals combined with factor exposures and rebalances periodically, not daily. The fund’s AI likely identified a compelling opportunity in MC, a Financials company, as it trades at $65.65, demonstrating a 30-day return of +4.1% following a 90-day decline of -10.8%. This suggests the AI's models are detecting strengthening momentum and potentially favorable valuation after the recent price correction, prompting the fund to increase its allocation within a structured rebalancing framework.

weight 0.930% → 0.950% (+0.020 pp)·stock down 2.2% in the 30 days before

May 22·entry $65.76·now $67.04Fresh

AIVI · Weight increase · 2d

With MC's 30-day return at -2.5%, the AI-driven AIVI fund, which screens for developed-international value stocks, is actively increasing its allocation to this Financials sector company. This aligns with the most recent consecutive increases in MC's weight, such as the rise from 0.2594% on July 15th to 0.2634% on July 16th, signaling a growing conviction. While MC's current price of $67.51 places it at 87% of its 52-week high, the AI's selection method likely identifies specific underlying value attributes for Moelis & Company, particularly given the recent short-term price dip. For an ETF focused on an underserved international value segment, these specific adjustments reflect the AI's assessment of opportunity within its defined investment parameters.

weight 0.254% → 0.263% (+0.009 pp)·stock up 0.2% in the 30 days before

Jul 16·entry $69.25·now $67.04Fresh

AIVI · Weight increase · 3d

MC currently trades at $64.48, which is 83% of its 52-week high of $77.75, following a slight 30-day return of -0.4% amidst a 1-year return of +15.2%. This positioning, off its recent peak but with a positive long-term trajectory, likely aligned with AIVI’s strategy of identifying value opportunities among developed-international stocks. The WisdomTree-managed fund, which employs AI for stock selection, may have flagged Moelis & Company (MC) as having an improved value profile or relative discount at this price point, a characteristic sought within the international value segment. Consequently, AIVI increased its weighting in MC for three consecutive days, from 0.2525% on June 22nd to 0.2677% on June 25th, indicating a calculated re-evaluation and allocation adjustment by the AI algorithm for this financial services firm.

weight 0.253% → 0.268% (+0.015 pp)·stock down 1.0% in the 30 days before

Jun 25·entry $65.46·now $67.04Drifting

AIVI · Weight increase · 2d

WisdomTree's AIVI, employing AI selection within its developed-international value-factor pool, has recently increased its weighting in Moelis & Company (MC). The fund's models likely identified this Financials sector company as an appealing value opportunity following its 90-day return of -1.2%, signaling a potential dip worthy of accumulation. Operating with approximately 100 international developed-market value stocks and rebalancing periodically rather than daily, the AI's decision is reflected in the consecutive weight increase from 0.2525% to 0.2608% in recent days. This strategic move highlights the AI’s current conviction in MC at its $65.15 price point.

weight 0.253% → 0.261% (+0.008 pp)·stock down 0.9% in the 30 days before

Jun 24·entry $65.15·now $67.04Drifting

AIVI · Accumulation · 5d

Trading at $66.33, Moelis & Company (MC) currently sits at 85% of its 52-week high of $77.75, having recorded a 90-day return of -9.4% despite a recent 30-day gain of 4.0%. This price trajectory aligns with AIVI's AI selection method, which targets international developed-market value stocks after a notable pullback but with signals of a rebound. The fund's artificial intelligence likely identified the Financials sector company at this valuation as it traded significantly below its 52-week peak. Correspondingly, AIVI engaged in a gradual accumulation from 0.2606% to 0.2752% over eight trading days, a pattern consistent with its periodic rebalancing schedule for new positions or increased allocations.

weight 0.261% → 0.275% (+0.015 pp)·stock up 8.9% in the 30 days before

Jun 16·entry $69.41·now $67.04Fresh

AIVI · Accumulation · 5d

WisdomTree's AIVI, utilizing AI selection within a developed-international value-factor pool, steadily accumulated shares of Moelis & Company over the recent period. This incremental increase, seen within its approximately 100 developed-market value holdings, indicates the AI identified characteristics in the Financials sector company aligning with its specific value criteria. Despite a +10.9% 30-day return, MC's current price of $69.09, sitting at 89% of its 52-week high, suggests the AI perceives continued upside potential or sustained value, particularly following a 90-day return of -3.6%. The gradual rise in weighting, from 0.2523% to 0.2719% over several trading days, reflects the AI's refined conviction and its rebalance cadence adapting to prevailing market conditions.

weight 0.252% → 0.272% (+0.020 pp)·stock up 6.7% in the 30 days before

Jun 15·entry $69.09·now $67.04Fresh

AIVI · Accumulation · 5d

Moelis & Company (MC) at $67.70, positioned 13% below its 52-week high following a 90-day decline of 4.5%, appears to fit the value-factor criteria for WisdomTree's AIVI. Operating with an AI overlay within a developed-international value-factor pool, the fund likely identified MC, a financial sector company, as presenting a compelling valuation opportunity. The methodical accumulation, with AIVI's weight in MC increasing from 0.2606% to 0.2731% between June 2nd and June 12th, corresponds to MC’s recent price stabilization. This consistent pattern of buying suggests the AI continued to favor the stock as it started a modest recovery, evidenced by its 30-day return of +4.5%, making it suitable for AIVI's rebalancing cycle.

weight 0.261% → 0.273% (+0.013 pp)·stock up 5.7% in the 30 days before

Jun 12·entry $67.70·now $67.04Fresh

AIVI · Accumulation · 5d

MC's 90-day return of -0.6%, contrasted with its 1-year return of +20.7%, suggested a potential value opportunity for AIVI’s AI selection model. This financial pattern, indicating a recent price dip after a period of growth, aligns directly with the international developed-market value-factor criteria AIVI prioritizes. During the first eleven days of June, AIVI’s AI-managed portfolio gradually increased its Moelis & Company allocation from 0.2572% to 0.2679% as the stock traded around $68.93. This accumulation phase occurred while MC recorded a 30-day return of +5.9%, placing its current price at 89% of its 52-week high, indicating a recovery from a recent trough. The AI likely identified Moelis & Company, a Financials sector company, as offering compelling value within its approximately 100-stock international developed-market universe, leveraging its periodic rebalancing strategy to capture this emerging opportunity.

weight 0.257% → 0.268% (+0.011 pp)·stock up 7.8% in the 30 days before

Jun 11·entry $68.93·now $67.04Fresh

AIVI · Accumulation · 5d

Currently trading at $66.80, MC is positioned at 86% of its 52-week high of $77.75, having experienced a 6.8% decline over the past 90 days. This price movement, where the stock pulled back from higher levels despite a 15.5% 1-year gain, likely signaled a potential value opportunity to the WisdomTree-managed AIVI. Utilizing its AI selection within a developed-international value-factor pool, the fund began gradually accumulating shares of MC, a financial sector company. The observed accumulation, transitioning from a 0.0000% allocation on May 15, 2026, to 0.2652% by June 10, 2026, reflects a deliberate, periodic rebalancing decision by the AI, which identified MC as a suitable developed-market value candidate at its prevailing price.

weight 0.257% → 0.265% (+0.008 pp)·stock up 4.6% in the 30 days before

Jun 10·entry $66.80·now $67.04Fresh

AIVI · Weight increase · 2d

weight 0.252% → 0.263% (+0.011 pp)·stock up 6.4% in the 30 days before

Jun 5·entry $67.86·now $67.04Fresh

AIVI · Weight increase · 2d

MC, a company in the Financials sector, likely met AIVI's international value criteria following a 90-day return of -6.0%, which would have made its shares appear more attractive to the fund's AI selection method. Although currently at 89% of its 52-week high, the stock's $69.25 price point and a positive 30-day return of +0.7% suggested a recent stabilization or rebound. This timing prompted AIVI to initiate a 0.2572% position in MC on June 1st, 2026. The subsequent increase to 0.2606% on June 2nd, a consecutive weight increase, indicates the AI's algorithm detected continued alignment with its underlying value factors and positive momentum signals in the stock.

weight 0 → 0.261% (new)·stock up 6.9% in the 30 days before

Jun 2·entry $69.25·now $67.04Fresh

AIVI · New entry · 1d

weight 0 → 0.257% (new)·stock up 6.3% in the 30 days before

Jun 1·entry $69.21·now $67.04Fresh