AIVI · Exit · 1d
WisdomTree's AIVI, an ETF focused on approximately 100 international developed-market value stocks, initiated the complete removal of Rand Capital Corp. from its portfolio following a periodic rebalance on June 1, 2026. The AI selection method, which specifically targets developed-international value-factor opportunities, likely determined RAND no longer aligned with the fund's evolving criteria. This decision follows RAND’s substantial 1-year price depreciation of -35.1%, bringing its current price of $10.60 very close to its 52-week low of $10.29. Such a performance trend suggests the AI overlay concluded the financials company no longer represented a suitable international value holding for the actively managed portfolio.
weight 0.234% → 0 (exited)·stock down 1.0% in the 30 days before
Jun 1·now $10.60