NAB

AIVI · Weight increase · 2d

NAB shares recently traded around $29.50 AUD, approximately 10% below their 52-week high, following a period of sector consolidation. This price point, combined with other fundamental metrics, likely presented a value opportunity for WisdomTree's AIVI, an ETF focused on international developed-market value stocks. The AI selection within AIVI’s approximately 100-stock portfolio has initiated a consecutive weight increase for this Financials sector component, moving from 3.4882% on July 15th to 3.5470% by July 17th. This upward adjustment suggests the AI's model identified NAB as a compelling inclusion within its value-factor pool during a rebalance cycle, aligning with AIVI's strategy of an international value overlay in an underserved market segment.

weight 3.488% → 3.547% (+0.059 pp)

Jul 17·now $27.73

AIVI · Accumulation · 5d

As a major Australian financial institution, NAB (National Australia Bank) likely met AIVI's specific valuation criteria for its developed-international value-factor pool. The AI overlay, which guides selections within this comparatively underserved international value market segment, then initiated a gradual accumulation strategy for the stock. This move is reflected in AIVI's portfolio weight for NAB, which increased from 2.1291% on July 1st to 3.5375% by July 14th. The period saw a significant adjustment between July 2nd and July 6th, raising the weighting from 2.1771% to 3.4418%, consistent with the ETF's periodic rebalancing approach rather than daily trading.

weight 2.129% → 3.538% (+1.408 pp)

Jul 14·now $27.73

AIVI · Accumulation · 5d

WisdomTree's AIVI, utilizing AI selection within its developed-international value-factor pool, identified a compelling value proposition in NAB, an Australian Financials sector company. Given AIVI's focus on this comparatively underserved corner of the ETF market and its periodic rebalancing schedule, the AI initiated a measured, gradual accumulation. This concerted effort by the AI overlay is evident in the portfolio's weight in NAB, which increased from 2.1738% on June 30th to 3.5681% by July 13th, reflecting the AI's assessment of opportunity.

weight 2.174% → 3.568% (+1.394 pp)

Jul 13·now $27.73

AIVI · Accumulation · 5d

AIVI, employing AI selection within its approximately 100-stock developed-international value-factor pool, made a strategic decision to significantly increase its exposure to NAB. The fund's AI-driven methodology identified the Australian bank as a compelling value opportunity suitable for an overweight position during its periodic rebalancing. This resulted in a gradual accumulation from 2.1453% to 3.5435% between June 26th and July 8th, supported by NAB's attractive price-to-book ratio of 0.9x which likely signaled undervaluation to the AI. This specific move illustrates AIVI's capacity to pinpoint and act on value dislocations within the less-served international developed markets.

weight 2.145% → 3.528% (+1.382 pp)

Jul 10·now $27.73

AIVI · Accumulation · 5d

The weight in NAB experienced a distinct step-up on July 6th, shifting from approximately 2.1% to 3.4% of AIVI's portfolio, followed by subsequent daily increases into July 8th, reaching 3.5435%. This specific pattern indicates that AIVI's AI selection, focusing on developed-international value stocks, likely identified National Australia Bank as an undervalued opportunity within the financials sector around that time. The WisdomTree-managed fund's periodic rebalancing schedule, in conjunction with the AI's continuous evaluation of such international value plays, permitted this substantial initial reallocation at a price level deemed beneficial. Further, the ensuing daily, albeit smaller, increments suggest the AI continued to favor NAB, reflecting a sustained conviction in its value proposition as a constituent of the hundred-stock portfolio.

weight 2.160% → 3.543% (+1.383 pp)

Jul 8·now $27.73

AIVI · Weight increase · 3d

WisdomTree's AIVI, employing its AI selection method within a developed-international value-factor pool, significantly increased its allocation to NAB. Managing a portfolio of approximately 100 international developed-market value stocks, the fund executed a periodic rebalance where NAB's weight rose from 2.1771% to 3.4418% on 2026-07-06. This reflects the AI's assessment that the Australian financial institution met its criteria for a compelling value opportunity within its target universe. The subsequent increase to 3.4867% on 2026-07-07 further indicates the AI's sustained positive signal regarding NAB's valuation.

weight 2.129% → 3.487% (+1.358 pp)

Jul 7·now $27.73

AIVI · Weight increase · 2d

AIVI, managed by WisdomTree, applies AI selection within a developed-international value-factor pool to construct a portfolio of approximately 100 international developed-market value stocks. The AI’s periodic rebalancing mechanism, evaluating its universe, likely identified National Australia Bank (NAB) as presenting a more compelling relative value proposition compared to other holdings or candidates. This strategic adjustment is clearly reflected in the weight change history, where NAB’s allocation within AIVI climbed from 2.1291% on July 1st to 3.4418% by July 6th. Such a material reallocation signifies the AI’s strengthened conviction in NAB's underlying value, driving the increase in its presence in the international value focused ETF.

weight 2.129% → 3.442% (+1.313 pp)

Jul 6·now $27.73

AIVI · Accumulation · 5d

The observed gradual accumulation in NAB shares, evidenced by incremental increases from 2.0897% to 2.1605% across several trading days, aligns with AIVI's rebalancing methodology. WisdomTree's AIVI employs AI selection within a developed-international value-factor pool, and its periodic, non-daily rebalances explain the measured adjustment rather than an abrupt portfolio change. This sustained, calculated weighting increase in an Australian financial institution indicates AIVI's AI model has identified NAB as meeting its specific value-factor criteria within the developed-international universe. Consequently, AIVI's AI is incrementally adjusting its portfolio, building a slightly larger position in NAB based on its current valuation and the AI's ongoing assessment within its ~100-stock international value mandate.

weight 2.090% → 2.160% (+0.071 pp)

Jun 25·now $27.73

AIVI · Accumulation · 6d

Between early and mid-June, NAB (National Australia Bank) likely exhibited a valuation profile and recent return trajectory that met AIVI's criteria for a developed-international value stock. This positioning within the Australian financials sector, a component of the fund's international developed-market universe, triggered the AI-driven selection process. Operating with periodic rather than daily rebalances, the ETF systematically increased its holding in NAB, moving from 2.0650% on June 11 to 2.1889% by June 24, reflecting the AI's continuous assessment of NAB's metrics. This measured growth in allocation underscores the AI's adherence to the international value style, strategically deploying capital in an area often less covered by broader market ETFs.

weight 2.065% → 2.189% (+0.124 pp)

Jun 24·now $27.73

AIVI · Accumulation · 5d

AIVI, leveraging its AI selection within a developed-international value-factor pool of around 100 stocks, gradually accumulated NAB. The fund's AI likely identified the Australian bank as a compelling value opportunity, fitting its international value style which is a comparatively underserved corner of the ETF market. The periodic rebalance structure allowed for these incremental adjustments, increasing the holding from 2.1098% to 2.1677% over the period from June 10th to June 23rd. This move was presumably driven by NAB's appealing dividend yield, which stood at a recent 5.8%, signaling a valuation attractive to the AI system's value-factor criteria.

weight 2.110% → 2.168% (+0.058 pp)

Jun 23·now $27.73

AIVI · Weight increase · 3d

NAB experienced a series of weight increases in the AIVI portfolio, rising from 2.0650% on June 11th to 2.1474% by June 16th, indicating a re-evaluation by the AI management system. This consecutive increase, initiated on June 12th as the weight moved from 2.0650% to 2.0897%, suggests WisdomTree's AI model identified improved value characteristics for the Australian financial institution within its developed-international universe. Following a preceding period where its weight declined, the AI's move into NAB (NATIONAL AUSTRALIA BANK /AUD/) points to the algorithm discerning a more favorable valuation, likely after a period of price consolidation or dip, aligning with AIVI's international value + AI overlay strategy. This targeted action on a developed market financial stock reflects a precise AI-driven rebalancing, designed to capture perceived value opportunities consistent with AIVI's mandate for its approximately 100 international developed-market value stocks.

weight 2.065% → 2.147% (+0.082 pp)

Jun 16·now $27.73

AIVI · Weight increase · 2d

The WisdomTree-managed AIVI ETF registered consecutive increases in its allocation to NATIONAL AUSTRALIA BANK, rising from 2.0650% on June 11 to 2.1311% by June 15. This shift indicates the AI selection model, operating within its developed-international value-factor pool, perceived NAB's valuation metrics for a Financials sector stock as becoming more compelling. This upward adjustment followed a period where NAB's weight had steadily declined, hitting its lowest point on June 11, suggesting the AI re-evaluated the stock at what was likely a more attractive price level relative to its intrinsic value factors. The periodic rebalancing mechanism of this international value-focused fund then systematically increased its exposure to the Australian bank, demonstrating the AI overlay's responsiveness to specific value opportunities identified in this comparatively underserved market corner.

weight 2.065% → 2.131% (+0.066 pp)

Jun 15·now $27.73

AIVI · Weight increase · 2d

AIVI, managed by WisdomTree, utilized its AI selection method within the developed-international value-factor pool to identify National Australia Bank as a compelling value opportunity. The fund’s AI likely registered an evolving positive signal for the Australian financial institution, prompting a reallocation during its periodic rebalancing process for its portfolio of around 100 international stocks. This strategic shift is evidenced by NAB’s weight climbing from 2.1447% on May 14th to 2.2099% by June 1st. Such a targeted upward adjustment indicates the AI determined NAB offered an enhanced value proposition consistent with AIVI's international value + AI overlay style.

weight 2.145% → 2.210% (+0.065 pp)

Jun 1·now $27.73