ORI

AIVL · Weight increase · 2d

Trading at $42.24, representing 91% of its $46.62 52-week high after a +13.6% 30-day return, Old Republic International Corp presents a nuanced scenario for value assessment. WisdomTree’s AIVL ETF, which deploys AI to score US value stocks based on fundamentals like margins and debt, alongside valuation metrics such as P/E and FCF yield, increased its allocation to ORI. The consecutive weight increases on July 16th and 17th, moving from 1.2339% to 1.2650%, signify that despite the recent price ascent, the AI model perceives sufficient underlying value and financial health in this Financials sector company, distinguishing it from a mere value trap within its pre-filtered universe.

weight 1.216% → 1.265% (+0.049 pp)·stock up 8.1% in the 30 days before

Jul 17·entry $42.24·now $42.21Fresh

AIVL · Accumulation · 5d

Old Republic International (ORI) currently trades at $41.32, near 89% of its 52-week high, following a 7.7% gain over the last month but still reflecting a -4.1% decline across the prior 90 days. This pattern suggests the financial stock recently dipped enough to become a candidate for WisdomTree's AIVL, which targets US value stocks. AIVL’s AI, evaluating fundamentals such as margins and debt alongside valuation metrics like P/E and FCF yield, likely identified ORI as a genuine value opportunity rather than a value trap within its pre-filtered universe. The observed gradual accumulation, with the ETF’s weight increasing from 1.0908% to 1.2611% over eight trading days, reflects the AI's re-assessment and subsequent incremental positioning within its periodic rebalancing framework at this price level.

weight 1.091% → 1.261% (+0.170 pp)·stock up 8.8% in the 30 days before

Jul 8·entry $41.50·now $42.21Fresh

AIVL · Accumulation · 5d

The observed weight change in AIVL for Old Republic International Corp (ORI) displays a discernible accumulation, moving from 1.0753% to 1.2620% over a short period, with a particularly pronounced increase on July 2nd. This pattern suggests AIVL's AI, tasked with identifying genuine value within its US value-factor universe, has affirmed ORI's attractiveness through its periodic rebalancing process. At a price of $41.87, currently situated at 90% of its 52-week high, the AI's decision likely stems from an in-depth analysis of ORI's fundamentals, such as margins, return on capital, and debt, alongside valuation metrics including P/E, P/B, and FCF yield. The strategy aims to distinguish true value from potential traps, indicating the AI identifies strong underlying characteristics in ORI that justify the increased allocation, even as the stock trades closer to its yearly price ceiling rather than its floor.

weight 1.075% → 1.262% (+0.187 pp)·stock up 12.8% in the 30 days before

Jul 2·entry $41.87·now $42.21Fresh

AIVL · Accumulation · 5d

The AI-managed AIVL ETF demonstrated a targeted accumulation of Old Republic International Corp. shares, signaling the fund's AI algorithm likely identified favorable margins, return on capital, and debt profiles for the Financials sector company. This aligns with AIVL's mandate to score names using fundamental metrics to discern genuine value within a pre-filtered US value pool. Coupled with valuation metrics such as P/E, P/B, and FCF yield, ORI's profile evidently positioned it as a compelling value opportunity, rather than a value trap, according to the AI's criteria. The phased increase in AIVL's ORI weight from 1.0720% to 1.1264% between June 18 and July 1, 2026, occurred as the stock, at $41.02, experienced a 3.6% positive return over 30 days but still traded 12% below its 52-week high of $46.62. This strategic accumulation at approximately 88% of its 52-week high suggests the AI perceived the stock's current valuation as a suitable entry point, balancing recent positive momentum with remaining upside potential, fitting its periodic rebalancing methodology.

weight 1.072% → 1.126% (+0.054 pp)·stock up 11.9% in the 30 days before

Jul 1·entry $41.02·now $42.21Drifting

AIVL · Accumulation · 5d

WisdomTree's AIVL fund, which employs AI to identify genuine value within a US value universe based on fundamental margins, return on capital, and debt, coupled with valuation metrics like P/E, P/B, and FCF yield, registered a period of gradual accumulation in Old Republic International Corp (ORI). The ETF's weight in ORI increased from 1.0753% on June 22 to 1.1263% by June 26. This accumulation occurred while ORI was trading at $41.49, approximately 89% of its 52-week high, following a 30-day return of +5.5%. The AI's decision to add to its position despite recent price strength indicates a continuing assessment that ORI offers intrinsic value, rather than merely reflecting a short-term market fluctuation that might otherwise suggest a value trap.

weight 1.072% → 1.126% (+0.054 pp)·stock up 7.5% in the 30 days before

Jun 26·entry $41.23·now $42.21Drifting

AIVL · Weight increase · 3d

WisdomTree's AIVL, which scores names within its pre-filtered US value-factor pool using AI on fundamentals and valuation metrics, demonstrated a clear signal for ORI. The consecutive weight increases on June 23 and 24, following minor fluctuations, suggest the fund's AI algorithm identified a strengthening value proposition for Old Republic International Corp during a recent periodic rebalance. This likely occurred as the AI distinguished genuine value from a potential trap, judging ORI's core financial health as solid despite recent market movements. The stock's 90-day return of -5.3% could have made its valuation metrics more appealing to the AI model, prompting an increased allocation within the fund's roughly 100 US value stock holdings.

weight 1.072% → 1.116% (+0.044 pp)·stock up 2.4% in the 30 days before

Jun 24·entry $40.30·now $42.21Drifting

AIVL · Weight increase · 2d

AIVL's allocation to Old Republic International exhibited a series of minor adjustments before settling into a discernible upward shift, culminating in a notable increase from 1.0753% to 1.1083% between June 22nd and 23rd. This pattern suggests the AI, which screens for US value stocks using fundamental and valuation metrics, identified a strengthening investment case for ORI at its current price of $39.85. Despite ORI trading at 85% of its 52-week high, the AI likely perceived heightened value in the Financials sector company, potentially due to stable or improving margins, return on capital, or debt profiles, which would have made its valuation metrics such as P/E, P/B, or FCF yield more compelling after its 90-day price decrease of 6.5%. This targeted allocation demonstrates the fund's AI distinguishing what it determines to be genuine value within its pre-filtered universe of approximately 100 US value stocks, even as the stock recovers with a 1.6% 30-day return.

weight 1.072% → 1.108% (+0.036 pp)·stock up 0.5% in the 30 days before

Jun 23·entry $39.85·now $42.21Drifting

AIVL · Accumulation · 5d

WisdomTree's AIVL, designed to distinguish genuine value from value traps using fundamental metrics like margins, return on capital, debt, and valuation metrics (P/E, P/B, FCF yield), identified Old Republic International Corp (ORI) as a fitting candidate. The AI's gradual accumulation of ORI, a Financials sector company, from 0.7157% on May 15, 2026, to 1.0995% by June 10, suggests its internal scoring system registered positive shifts in these core financial and valuation parameters. This accumulation coincided with ORI's current price of $38.21, reflecting recent 30-day and 90-day returns of -4.4% and -5.0% respectively. With the stock trading at 82% of its 52-week high, near the lower end of its $35.74 to $46.62 range, the AI's algorithm likely perceived a more attractive entry point, consistent with AIVL's value-factor mandate. The periodic rebalancing strategy of AIVL, coupled with the AI's role in refining a pre-filtered value pool, indicates a deliberate, data-driven decision to increase exposure to ORI after its value metrics improved or its price presented a more compelling valuation.

weight 0.716% → 1.073% (+0.357 pp)·stock down 2.5% in the 30 days before

Jun 11·entry $38.21·now $42.21Chased

AIVL · Accumulation · 6d

The observed pattern in AIVL's holding of Old Republic International Corp (ORI) indicates a gradual accumulation, initially with a significant step increase in early June, followed by smaller, incremental additions. This cadence aligns with WisdomTree’s AIVL strategy, where the AI assesses US value stocks, distinguishing true value from potential traps based on fundamentals and valuation metrics. ORI's recent price depreciation, showing 30-day and 90-day returns of -3.3% and -2.1% respectively, likely prompted the AI to re-evaluate its valuation. At a current price of $38.40, representing an 18% pullback from its 52-week high, the AI's models likely identified ORI as offering a more compelling value proposition. This specific move suggests AIVL's AI, utilizing its proprietary scoring, determined ORI had crossed a threshold, moving deeper into "genuine value" territory and justifying the measured accumulation within the ETF's periodically rebalanced portfolio.

weight 0.701% → 1.099% (+0.399 pp)·stock down 2.1% in the 30 days before

Jun 10·entry $38.40·now $42.21Drifting

AIVL · Accumulation · 6d

ORI's negative 30-day return of 5.7% and 90-day return of 3.3%, alongside its current price of $37.88 sitting at 81% of its 52-week high, presented a compelling scenario for AIVL's valuation criteria. This price decline, particularly around the mid-May and early-June accumulation periods, likely rendered ORI’s P/E, P/B, and FCF yield metrics more attractive to the fund. WisdomTree’s AI, specializing in discerning genuine value from value traps within its pre-filtered US value universe, seemingly assessed ORI's underlying fundamentals like margins, return on capital, and debt as sufficiently sound. The gradual accumulation from 0.6961% to 1.0940% suggests the AI identified a buying opportunity as the stock moved lower, affirming its fit within AIVL's strategy to capture value in companies like Old Republic International.

weight 0.696% → 1.073% (+0.377 pp)·stock down 4.9% in the 30 days before

Jun 8·entry $37.55·now $42.21Chased

AIVL · Accumulation · 6d

weight 0.701% → 1.094% (+0.393 pp)·stock down 2.7% in the 30 days before

Jun 5·entry $38.16·now $42.21Chased

AIVL · Accumulation · 5d

weight 0.701% → 1.052% (+0.351 pp)·stock down 5.2% in the 30 days before

Jun 4·entry $37.19·now $42.21Chased

AIVL · Weight increase · 4d

weight 0.696% → 1.048% (+0.352 pp)·stock down 3.8% in the 30 days before

Jun 3·entry $37.04·now $42.21Chased

AIVL · Weight increase · 3d

ORI's recent 30-day price depreciation of 13.3%, pushing its current price to $37.13 and 80% of its 52-week high, likely enhanced its appeal through improved valuation metrics. WisdomTree's AIVL, designed to identify genuine value opportunities within a US value-factor pool, assesses names using AI scores based on fundamental indicators like margins and return on capital, alongside valuation ratios such as P/E and FCF yield. The AI appears to have re-evaluated ORI following this price decline, determining it now presents a compelling value proposition rather than a value trap, given the stock's underlying financial health relative to its discounted price. Consequently, AIVL significantly increased its allocation to ORI to 1.0415% on June 1st, reflecting a periodic rebalance that captured the stock's adjusted AI score.

weight 0.696% → 1.042% (+0.345 pp)·stock down 8.2% in the 30 days before

Jun 1·entry $36.66·now $42.21Chased

AIVL · Weight increase · 2d

Old Republic International Corp currently trades at $37.23, placing it near the lower bound of its 52-week range, which spans from $35.74 to $46.62. The company has seen its share price decline by 12.5% over the last 30 days and 13.7% over the last 90 days, positioning it at approximately 80% of its 52-week high. This price trajectory suggests a potential value proposition for AIVL, a fund designed to identify genuine value stocks within a pre-filtered US value-factor pool, using AI to distinguish them from value traps. The AI models would have scrutinized ORI's financials, including margins, return on capital, and debt, alongside valuation metrics like P/E, P/B, and FCF yield. The recorded weight increase on May 15th, moving from 0.7009% to 0.7157%, indicates the AI likely assessed ORI's current valuation as presenting a favorable entry point, where fundamental strength in the Financials sector outweighs recent share price weakness. The AI's system thus determined that ORI represented a true value opportunity rather than a value trap, justifying the allocation adjustment during its periodic rebalance.

weight 0.696% → 0.716% (+0.020 pp)·stock down 5.4% in the 30 days before

May 15·entry $39.32·now $42.21Drifting

AIVL · Weight increase · 2d

stock up 1.9% in the 30 days before

Apr 28·entry $40.18·now $42.21Drifting