AIVL0.575%
as of Jul 17
MCO
GrowthMOODY'S CORP
Moody's Corporation, together with its subsidiaries, operates as an integrated risk assessment firm in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Moody's Analytics (MA) and Moody's Investors Services (MIS). The MA segment develops a range of products and services that support the risk management activities of institutional participants in financial markets.
Close · 3M
+9.22%
Held by 2 AI ETFs
PQUS0.350%
as of Jul 21
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 signals17
Win rate94% (16/17)
Avg buy return+6.12%
AIVL · Weight increase · 4d
MCO is currently trading at $510.86, near 95% of its 52-week high, after achieving a 30-day return of 13.7%. Despite this elevated price relative to its range, AIVL initiated a consecutive weight increase from July 13 to July 16, moving its holding from 0.5602% to 0.5804%. This action reflects AIVL's AI discerning genuine value within its pre-filtered US value-factor pool, likely driven by MCO's fundamental strengths such as a 66.74% ROE and 8.95% revenue growth. The AI's model, which evaluates metrics like return on capital, evidently interpreted these financial figures as outweighing the higher 35.77 PER and 22.48 PBR, concluding MCO is not a value trap even at its current price level.
weight 0.551% → 0.580% (+0.030 pp)·stock up 14.3% in the 30 days before
Jul 16·entry $519.02·now $505.37Fresh
-2.63%
since Jul 16
AIVL · Weight increase · 3d
MCO's current price of $519.02 positions it at 96% of its 52-week high, driven by a +15.8% 30-day return after a flatter +2.8% over the past year. This recent upward momentum, following a period of more modest gains, likely prompted AIVL's AI, which aims to distinguish genuine value from value traps within its US value-factor universe, to reassess MCO. The fund's AI, evaluating MCO's fundamentals such as its 66.74% ROE and 8.95% revenue growth, appears to have confirmed the company's underlying quality. Despite valuation metrics like a P/E of 34.65 and P/B of 22.48, the AI system perceived sufficient intrinsic value, leading to the consecutive weight increase from 0.5602% to 0.5720% between July 13th and 15th. This specific portfolio adjustment reflects AIVL's method of allocating capital to companies demonstrating strong operational performance, even when their stock trades near yearly peaks.
weight 0.551% → 0.572% (+0.021 pp)·stock up 12.6% in the 30 days before
Jul 15·entry $504.46·now $505.37Fresh
+0.18%
since Jul 15
AIVL · Weight increase · 2d
WisdomTree's AIVL, which employs AI to identify genuine value within its approximately 100 US value stock universe, adjusted its MCO allocation based on fundamental analysis. The AI's scoring mechanism, which prioritizes metrics like return on capital, likely highly valued MCO's 66.74% Return on Equity. This strong financial health appeared to override concerns that the stock trades at 93% of its 52-week high. The detected consecutive weight increases indicate the AI's system has continually favored MCO during its periodic rebalancing cycles.
weight 0.551% → 0.562% (+0.011 pp)·stock up 12.0% in the 30 days before
Jul 14·entry $494.73·now $505.37Drifting
+2.15%
since Jul 14
AIVL · Weight decrease · 3d
WisdomTree's AIVL, which employs AI to identify genuine value within its approximately 100-stock US value universe, is likely tempering its exposure to MCO as the stock’s current valuation metrics begin to strain its value thesis. The AI’s model, which considers P/E, P/B, and FCF yield, is reacting to MCO's PER of 34.65 and its PBR of 22.48, figures that stand elevated for a stock within a value-tilted pool. This consecutive, albeit modest, weight decrease observed from July 8th to July 10th aligns with the ETF's stated method of periodic rather than daily rebalancing, allowing for systematic adjustments as the AI reassesses its scores. Furthermore, MCO’s current price, sitting at 92% of its 52-week high, suggests the AI is re-evaluating the stock’s attractiveness given recent appreciation relative to its strict value parameters.
weight 0.565% → 0.551% (-0.014 pp)·stock up 8.3% in the 30 days before
Jul 10·entry $487.28·now $505.37
+3.71%
since Jul 10
AIVL · Accumulation · 5d
MCO's 66.74% Return on Equity and 8.95% Revenue Growth likely signaled strong fundamental health to AIVL's AI, indicating a quality company. Despite MCO's higher Price/Earnings ratio of 34.65 and Price/Book ratio of 22.48, AIVL's unique method scores names within a US value-factor pool, using its AI to distinguish genuine value from value traps by assessing fundamentals like return on capital. The AI appears to have identified MCO as offering intrinsic value, considering its high profitability metrics relative to its longer-term price movement. The gradual accumulation from late June through early July 2026, increasing MCO's weight from 0.5141% to 0.5524%, occurred as the stock had a flat 1-year return of -0.2% but saw a recent 8.2% gain over 30 days, suggesting the AI capitalized on a perceived revaluation during a periodic rebalance.
weight 0.514% → 0.552% (+0.038 pp)·stock up 9.7% in the 30 days before
Jul 9·entry $487.02·now $505.37Drifting
+3.77%
since Jul 9
AIVL · Accumulation · 6d
WisdomTree's AIVL, which distinguishes genuine value from value traps within its universe of approximately 100 US value stocks, initiated a gradual accumulation in Moody's (MCO). This fund's AI-driven methodology likely flagged MCO's highly efficient capital use, underscored by its 66.74% return on equity, as a key differentiator. Despite a P/E ratio of 34.65, the AI's continuous evaluation of fundamentals and valuation metrics, in line with its periodic rebalancing cadence, led to an increase in the MCO position from 0.5003% to 0.5646% over a two-week span. This measured adjustment indicates the AI's perception of MCO as a quality holding that offers genuine value, even with the stock trading at 90% of its 52-week high.
weight 0.500% → 0.554% (+0.054 pp)·stock up 7.5% in the 30 days before
Jul 8·entry $485.10·now $505.37Drifting
+4.18%
since Jul 8
AIVL · Accumulation · 6d
The gradual accumulation of MCO shares, moving from 0.5209% to 0.5646% over several trading days, indicates a sustained allocation decision by the WisdomTree AIVL ETF. This measured increase in weighting suggests AIVL's AI component, which distinguishes genuine value from value traps, has identified MCO as a compelling investment within its pre-filtered US value-factor pool. Despite valuation metrics like a PBR of 22.48, MCO’s 66.74% return on equity and 8.95% revenue growth likely flagged it as a fundamentally sound company for the AI's models focusing on capital efficiency and growth. The steady accumulation occurred with MCO trading near $485.10, roughly 90% of its 52-week high, indicating the AI perceived continued upside potential or an expanding value proposition even after its recent 7.5% 30-day return. The periodic rebalancing methodology of the ETF, rather than daily adjustments, aligns with the observed multi-day accumulation, as the AI’s re-evaluation of MCO’s underlying financial characteristics and current market price prompted a phased increase in its portfolio share.
weight 0.521% → 0.565% (+0.044 pp)·stock up 11.4% in the 30 days before
Jul 7·entry $500.49·now $505.37Fresh
+0.98%
since Jul 7
AIVL · Accumulation · 6d
WisdomTree's AIVL ETF utilizes AI to discern genuine value from potential value traps within its universe of approximately 100 US value stocks, and the gradual accumulation of MCO aligns with this specialized approach. Despite MCO's PER of 33.59 and PBR of 22.48, the AI likely recognizes fundamental strength in its 66.74% ROE and 8.95% revenue growth, signaling MCO as a quality company. The continuous increase in MCO's weight, spread over several days through periodic rebalances rather than daily adjustments, suggests the AI maintains a positive assessment. This indicates MCO's underlying metrics are compelling enough for the AI to add exposure, even as the stock trades at 93% of its 52-week high.
weight 0.516% → 0.562% (+0.045 pp)·stock up 11.2% in the 30 days before
Jul 6·entry $498.78·now $505.37Fresh
+1.32%
since Jul 6
AIVL · Accumulation · 6d
MCO currently trades at $490.51, reaching 91% of its 52-week high after seeing 30-day and 90-day returns of +10.4% and +8.4% respectively, a context that might typically deter a conventional value investor. Despite its PER of 33.59 and PBR of 22.48, which are higher multiples, the company's 66.74% ROE and 8.95% revenue growth likely provided positive fundamental signals to AIVL’s AI. This particular AI-managed ETF, tasked with distinguishing genuine value from value traps using metrics like return on capital and FCF yield within its US value-factor pool, increased its MCO allocation from 0.5161% to 0.5558% between June 30th and July 2nd, suggesting the AI's model identifies underlying worth despite the recent price appreciation. The gradual accumulation pattern reflects the system's assessment that MCO's strong capital efficiency and growth align with its definition of value within the financials sector, even at current price levels.
weight 0.515% → 0.556% (+0.041 pp)·stock up 8.1% in the 30 days before
Jul 2·entry $490.51·now $505.37Drifting
+3.03%
since Jul 2
AIVL · Accumulation · 5d
MCO's return on equity of 66.74% and revenue growth of 8.95% align directly with AIVL's AI-driven approach of scoring names based on strong fundamentals like return on capital. While the P/E of 33.59 and P/B of 22.48 might appear elevated, the AI, tasked with distinguishing genuine value from value traps within a US value-factor pool, likely interpreted these metrics favorably due to the company's capital efficiency and growth. The gradual accumulation observed in AIVL's weighting of MCO from late June to early July coincided with the stock trading at 87% of its 52-week high, following a 1-year return of -0.5%. This timing indicates the AI identified a compelling value opportunity at this price level, leveraging its analysis of both fundamental strength and valuation metrics within its rebalancing schedule.
weight 0.522% → 0.538% (+0.016 pp)·stock up 0.9% in the 30 days before
Jul 1·entry $468.38·now $505.37Drifting
+7.90%
since Jul 1
AIVL · Weight increase · 2d
MCO, currently priced at $452.92, sits at 84% of its 52-week high and registered a -3.9% return over the past year, placing it in a recovery phase after recent short-term gains. WisdomTree's AIVL specifically uses AI to identify genuine value within its US value-factor universe by analyzing fundamental metrics like return on capital against valuation ratios to avoid value traps. The AI likely evaluated Moody's high return on equity of 66.74% and 8.95% revenue growth as strong indicators of business quality, even with a P/E of 31.58 and P/B of 22.48. This suggests the AI model interpreted MCO's current price, significantly below its annual peak, as an attractive entry point for a quality company, leading to the consecutive increases in portfolio weight.
weight 0.500% → 0.516% (+0.016 pp)·stock down 0.1% in the 30 days before
Jun 30·entry $452.92·now $505.37Chased
+11.58%
since Jun 30
AIVL · Weight increase · 2d
AIVL's AI-driven methodology identifies names within its US value-factor pool by evaluating fundamentals like return on capital, aiming to distinguish genuine value from value traps. The consecutive weight increase for MCO reflects the AI's assessment of the company's underlying quality, specifically its 66.74% ROE, a key indicator of efficiency. This suggests the system is recognizing a compelling opportunity in MCO, particularly as the stock's 1-year return stands at -7.0%, potentially making it more attractive within the fund's value mandate. The sustained adjustment in MCO's weighting within AIVL's approximately 100-stock portfolio, consistent with its periodic rebalancing, signals an increasing conviction in the stock from the AI.
weight 0.515% → 0.521% (+0.006 pp)·stock up 0.1% in the 30 days before
Jun 24·entry $449.79·now $505.37Chased
+12.36%
since Jun 24
AIVL · Weight decrease · 2d
The recent series of decreasing allocations for MCO, observed from 0.5401% to 0.5147% over several days in mid-June, reflects a measured rather than abrupt adjustment within AIVL's portfolio. This gradual reduction aligns with AIVL's AI-driven methodology, which sifts for genuine value among US value stocks by considering fundamentals like margins alongside valuation metrics such as P/E and P/B. Despite MCO's 66.74% ROE and 8.95% revenue growth, its current price of $447.33—standing at 83% of its 52-week high—translates to P/E and P/B ratios of 31.64 and 22.48, respectively. These elevated valuation multiples, especially after an 8.5% 90-day return, likely signaled to AIVL's AI that MCO's position within the pre-filtered value universe had shifted, appearing less like a true value opportunity and more like a name with an stretched valuation, prompting the periodic weight recalibration.
weight 0.540% → 0.515% (-0.025 pp)·stock up 0.7% in the 30 days before
Jun 22·entry $447.33·now $505.37
+12.97%
since Jun 22
AIVL · Weight increase · 2d
The weight adjustments for MCO in AIVL display a pattern of iterative, small shifts over several days, resulting in a net upward movement in allocation. This specific cadence, occurring while MCO trades at 85% of its 52-week high and shows a negative one-year return, aligns with AIVL's strategy of identifying genuine value within a value-tilted universe. Despite MCO's elevated P/E of 31.06 and P/B of 22.48, the AI likely recognized its high ROE of 66.74% and consistent 8.95% revenue growth as indicators of robust underlying fundamentals. These capital efficiency and growth metrics, rather than just headline valuation multiples, likely prompted the AI to distinguish MCO as a compelling opportunity and gradually increase its weighting. Consequently, the AI appears to be accumulating MCO, perceiving its current price as an attractive entry point given its strong financial performance.
weight 0.519% → 0.540% (+0.021 pp)·stock up 9.2% in the 30 days before
Jun 16·entry $468.41·now $505.37Drifting
+7.89%
since Jun 16
AIVL · Weight increase · 2d
MCO, currently priced at $453.60, trades at 84% of its 52-week high, having registered a -13.4% 90-day return, placing it firmly within a potential value-seeking range. This price depreciation, within AIVL's US value-factor universe, likely triggered deeper AI analysis for the WisdomTree fund, distinguishing MCO from a value trap. AIVL's AI system, evaluating MCO's 66.74% ROE and 8.95% revenue growth against its P/E of 31.37 and P/B of 22.48, assessed the underlying fundamentals as strong amidst the price decline. The fund's periodic rebalancing subsequently reflected this sustained positive assessment, leading to the observed increase in MCO's weight to 0.5514% on June 1st, consistent with a detected pattern of consecutive weight increases for the company.
weight 0.521% → 0.551% (+0.031 pp)·stock up 0.5% in the 30 days before
Jun 1·entry $464.20·now $505.37Drifting
+8.87%
since Jun 1
AIVL · Weight decrease · 2d
The AI-managed ETF likely decreased its MCO weighting due to its elevated valuation multiples (PER 30.52, PBR 22.48), suggesting the algorithm identified the stock as potentially overvalued or presenting a less favorable risk-reward profile, despite its impressive ROE of 66.74%. The consecutive reduction indicates a sustained signal from the AI's models to tactically de-risk or reallocate capital. For retail investors, this highlights that sophisticated funds actively rebalance based on dynamic quantitative signals, emphasizing the importance of considering current valuation in addition to strong fundamentals when making investment decisions.
weight 0.543% → 0.521% (-0.023 pp)·stock down 3.2% in the 30 days before
May 14·entry $432.68·now $505.37
+16.80%
since May 14
AIVL · Weight decrease · 2d
The AI ETF is likely reducing MCO's weight due to its extremely high PER and PBR, indicating potential overvaluation despite strong ROE and revenue growth. This suggests the algorithms are managing risk by trimming positions where current prices might fully price in future profitability or when better risk-adjusted opportunities arise. For retail investors, this illustrates that even fundamentally strong companies can be subject to de-weighting by automated systems if their valuation becomes stretched, emphasizing the need to consider price alongside quality.
weight 0.554% → 0.539% (-0.015 pp)·stock up 4.9% in the 30 days before
May 11·entry $448.39·now $505.37
+12.71%
since May 11
+12.41%
since May 4
+10.88%
since May 1
+9.42%
since Apr 30
+9.84%
since Apr 29
AIVL · Weight increase · 2d
stock up 7.8% in the 30 days before
Apr 28·entry $457.99·now $505.37Chased
+10.35%
since Apr 28
PQUS · Weight decrease · 2d
A gradual, two-day weight reduction for MCO, decreasing from 0.40% to 0.38% in PQUS, reflects a measured adjustment by the AI-driven fund. This specific cadence aligns with Pictet Asset Management's strategy for measured turnover and periodic rebalancing within its US large-cap universe. The AI system likely factored in MCO's trading at $450.67, currently 84% of its 52-week high and showing a 1-year return of -7.8%, despite strong 66.74% ROE and 8.95% revenue growth. Considering MCO's elevated PER of 31.56 and PBR of 22.48, this subtle trimming of exposure to the financial stock suggests the AI identified a rebalancing opportunity given recent market performance and valuation characteristics. This targeted, minor shift demonstrates how PQUS navigates its portfolio to adhere to its defined concentration and sector-balance rules.
weight 0.400% → 0.380% (-0.020 pp)·stock up 3.7% in the 30 days before
Jun 20·entry $447.33·now $505.37
+12.97%
since Jun 20
PQUS · Weight increase · 2d
The gradual, stepped increase in Moody’s Corporation (MCO) weighting, observed from 0.38% to 0.40% in PQUS’s recent history, reflects the Pictet Asset Management AI system’s sustained upward recalibration for this Financials sector constituent. This measured adjustment of MCO’s target weight, moving by 0.01% increments, aligns with the AI ranking system’s measured turnover style for its ~165 US large-cap holdings. The system likely identifies MCO as increasingly attractive given its 66.74% return on equity and 8.95% revenue growth, even as the stock trades at $441.82, which represents 82% of its 52-week high after negative trailing returns. Such systematic re-evaluation within defined sector-balance and concentration rules positions MCO favorably within the newer fund’s strategy.
weight 0.380% → 0.400% (+0.020 pp)·stock up 2.2% in the 30 days before
Jun 12·entry $447.85·now $505.37Chased
+12.84%
since Jun 12
QRFT · Exit · 1d
Managing QRFT's diversified ~300 US large-cap portfolio, Qraft AI performs weekly rebalances, leading to MCO's removal on June 2, 2026. This automated decision, driven by the AI’s combination of traditional factors and proprietary alternative-data overlays, likely reflected a deterioration in MCO's attractiveness. MCO's -13.4% return over 90 days would signal a notable decline in momentum, making it less aligned with the fund's broad large-cap core criteria. Despite its 66.74% ROE, the AI system determined MCO no longer met the precise balance of value, momentum, quality, and low-volatility factors required for inclusion in QRFT at the current $453.60 price.
weight 0.170% → 0 (exited)·stock down 0.5% in the 30 days before
Jun 2·entry $453.60·now $505.37
+11.41%
since Jun 2
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
AI ETFs show mixed activity for Moody's, with PQUS exhibiting both increasing and decreasing weight trends, while AIVL shows an increasing trend. This mixed accumulation by some AI ETFs contrasts with a Buffett-style framework's 'Fail' verdict, which is largely driven by a lack of demonstrable financial consistency over time and a high current valuation.
- Circle of CompetenceMoody's core business in credit ratings and financial data offers relatively stable and predictable unit economics, allowing for reasonable projection of ten-year cash flows.
- Economic MoatThe company benefits from a strong regulatory moat, high switching costs for issuers, and significant brand power within the credit rating duopoly.
- ManagementInsufficient data is provided to adequately assess management's candor, capital allocation discipline, or skin in the game against the framework's criteria.
- Financial HealthWhile the single-year ROE is high at 66.74%, the framework's criteria for a 10-year average ROE, stable operating margins, manageable debt, and consistent owner earnings cannot be confirmed with the limited data provided.
- Margin of SafetyCurrent valuation multiples, including a PER of 31.56 and EV/EBITDA of 30.66, indicate a high price that offers little to no margin of safety against a conservative estimate of intrinsic value.
Moody's operates a business within the circle of competence, possessing a clear and durable economic moat. However, the limited financial data provided prevents a conclusive assessment of its long-term financial health, and the current valuation appears to offer no margin of safety, leading to an overall 'Fail' under this value investing 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.