ORA

AIVI · Exit · 1d

The gradual decline in ORA's weighting from 0.2264% in late June to 0.2080% before its full removal by July 6th indicates AIVI's periodic rebalancing mechanism at work. This divestment occurred as ORA experienced a -17.5% 30-day return, bringing its price to $110.07, 76% of its 52-week high, despite its +27.6% 1-year return. Given AIVI's mandate for AI selection within an international developed-market value-factor pool, the recent significant decline likely signaled to its AI models that ORA no longer met its specific value criteria, prompting its exit from the portfolio of approximately 100 stocks. The AI's decision prioritizes the current value assessment over past performance, aligning with a re-evaluation of its fundamental characteristics following the price movement.

weight 0.208% → 0 (exited)·stock down 21.9% in the 30 days before

Jul 6·entry $113.26·now $103.56

AIVI · Weight decrease · 4d

AIVI's AI-driven selection process, which focuses on approximately 100 international developed-market value stocks, has systematically reduced its allocation to Ormat Technologies through consecutive weight decreases. These adjustments, observed from late June into early July, reflect a periodic re-evaluation by the artificial intelligence layer that underpins the fund's strategy. The AI's model likely re-assessed ORA’s suitability, potentially factoring in its recent price erosion, as evidenced by a -14.6% 30-day return, which could have altered its perceived value-factor characteristics. For this international value-focused ETF with an AI overlay, the repeated trimming suggests the system determined ORA no longer optimally aligned with its current investment parameters at the $112.56 price point.

weight 0.226% → 0.208% (-0.018 pp)·stock down 22.1% in the 30 days before

Jul 2·entry $112.56·now $103.56

AIVI · Weight decrease · 3d

Ormat Technologies, Inc. currently trades at $110.94, which is 76% of its 52-week high, having posted a 30-day return of -15.1% after a year that saw +30.6%. This recent downward price trajectory coincides with AIVI registering a consecutive weight decrease in ORA, specifically from 0.2191% to 0.2099% between June 30 and July 1. Given AIVI’s strategy of AI selection within an international developed-market value-factor pool, the fund’s AI likely assessed ORA's declining momentum in conjunction with its value metrics relative to its portfolio of around 100 stocks. The AI’s periodic rebalancing decision, therefore, indicates that despite ORA's lower price point, its current valuation or other factors within the AI's model did not warrant sustained or increased allocation at this time.

weight 0.226% → 0.210% (-0.017 pp)·stock down 18.8% in the 30 days before

Jul 1·entry $110.94·now $103.56

AIVI · Weight decrease · 2d

ORA (Ormat Technologies, Inc.) recently experienced a -15.7% 30-day return and a -6.1% 90-day return, despite its +35.9% one-year return, with its current price at $108.90, which is 75% of its 52-week high. This period of short-term price erosion likely prompted the WisdomTree AIVI ETF's AI selection method to reassess ORA's suitability for its developed-international value portfolio. The observed consecutive weight decrease, from 0.2264% on June 25, 2026, to 0.2191% by June 30, 2026, suggests the AI overlay interpreted the declining short-term price momentum as an indicator that ORA was diverging from the fund's international value criteria, leading to a reduced allocation.

weight 0.226% → 0.219% (-0.007 pp)·stock down 20.6% in the 30 days before

Jun 30·entry $108.90·now $103.56

AIVI · Weight decrease · 2d

The observed consecutive decrease in Ormat Technologies' weight within AIVI, moving from 0.2413% to 0.2178% over several days in June, reflects a gradual de-weighting rather than an abrupt shift. This pattern aligns with AIVI's international value + AI overlay methodology, particularly given ORA's 1-year return of +66.5% and its current price at 89% of its 52-week high. Such significant price appreciation likely elevated ORA's valuation beyond the fund's specific developed-international value-factor pool. The AI selection mechanism, operating within the periodic rebalancing schedule, is adjusting exposure to Ormat Technologies to maintain the portfolio's intended value characteristics.

weight 0.228% → 0.218% (-0.010 pp)·stock down 1.7% in the 30 days before

Jun 22·entry $129.55·now $103.56

AIVI · Weight decrease · 3d

ORA is currently trading at $138.71, positioned at 96% of its 52-week high of $145.10, after experiencing a 30-day return of +20.9% and a 1-year return of +84.5%. This substantial upward price movement likely shifted Ormat Technologies' valuation metrics, potentially rendering it less aligned with the international value characteristics central to WisdomTree's AIVI fund. Operating within a developed-international value-factor pool and undergoing periodic rebalancing for its ~100-stock portfolio, the ETF's AI overlay detected this shift. As a result, AIVI executed a series of reductions in its ORA holding, evidenced by the consecutive weight decreases from 0.2375% to 0.2289% observed between June 11 and June 15, reflecting its mandate to maintain a value orientation.

weight 0.241% → 0.229% (-0.012 pp)·stock up 2.4% in the 30 days before

Jun 15·entry $138.71·now $103.56

AIVI · Weight decrease · 2d

The AIVI ETF has registered small, consecutive weight decreases for Ormat Technologies, observed recently from 0.2375% down to 0.2349% between 2026-06-11 and 06-12. This gradual trimming aligns with AIVI's international value strategy, particularly given ORA's recent significant price ascent. Ormat Technologies currently trades at $138.16, near 95% of its 52-week high, having delivered a 30-day return of +21.7% and a 1-year return of +87.3%. Such rapid appreciation likely shifts the utility stock's valuation characteristics, making it less aligned with the fund's developed-market value-factor pool. The WisdomTree AI overlay appears to be dynamically adjusting exposure, subtly reducing its allocation as ORA's valuation potentially stretches beyond the core value parameters.

weight 0.241% → 0.235% (-0.006 pp)·stock up 3.6% in the 30 days before

Jun 12·entry $138.16·now $103.56

AIVI · Weight decrease · 3d

Ormat Technologies, Inc. currently sits at $144.48, which is 100% of its 52-week range, reflecting a 30-day return of +33.6% and a 1-year return of +95.6%. This rapid appreciation likely caused ORA to exit the parameters of AIVI's international value-factor pool, which is the foundation of its AI selection methodology. The AI overlay, designed to operate within this specific value universe, appears to have registered ORA’s valuation no longer aligning with the fund’s style. Accordingly, the ETF began reducing its holding from 0.2522% on May 14th, continuing to 0.2384% by June 2nd, demonstrating a rebalancing away from a stock that has seen significant momentum and now resides at its 52-week high. This move indicates the AI manager’s adherence to its mandate of identifying and holding developed-market value stocks.

weight 0.252% → 0.238% (-0.014 pp)·stock up 27.3% in the 30 days before

Jun 2·entry $144.48·now $103.56

AIVI · Weight decrease · 2d

Ormat Technologies, Inc. (ORA) is currently priced at $136.61, positioning it at 98% of its 52-week high of $139.69, following a 30-day return of +22.3% and a 1-year return of +81.5%. This significant upward price trajectory likely caused AIVI's AI selection process to re-evaluate ORA's fit within its developed-international value-factor universe. As an ETF focused on international value stocks and rebalancing periodically, AIVI’s AI overlay would deprioritize a security experiencing such rapid price appreciation, potentially diminishing its value characteristics. Consequently, ORA’s weight within AIVI decreased from 0.2522% on May 14 to 0.2413% by June 1, reflecting the AI’s adaptation to the stock's evolving valuation profile relative to its core mandate. This specific adjustment aligns with the fund's strategy of applying an AI overlay to an international value pool, particularly when a holding’s price climbs considerably near its historical peak.

weight 0.252% → 0.241% (-0.011 pp)·stock up 18.9% in the 30 days before

Jun 1·entry $136.61·now $103.56

AIVI · Sudden change · 1d

The AI ETF's sudden and substantial reduction in ORA's weight on May 1st indicates its algorithms likely identified a significant deterioration in Ormat Technologies' fundamental outlook, an increased risk profile, or a revised assessment of the utility sector's future attractiveness. This suggests the AI's models detected new information that drastically reduced its conviction in the stock. For retail investors, such a sharp, algorithm-driven divestment serves as a critical signal to conduct immediate, in-depth due diligence on ORA, probing recent company-specific developments and broader sector trends that may have triggered the AI's decisive action.

weight 1.035% → 0.247% (-0.788 pp)·stock down 0.1% in the 30 days before

May 1·entry $113.50·now $103.56