SHC

AIVL · Accumulation · 5d

AIVL’s portfolio adjustments for SHC exhibit a clear pattern of gradual accumulation across late June and early July, with holdings rising from 0.5235% to 0.5520%, punctuated by minor recalibrations before resuming an upward trend. This measured cadence, rather than a single large purchase, aligns with WisdomTree’s AI-driven strategy, which periodically scores fundamental and valuation metrics within its pre-filtered US value universe. Despite SHC's significant 1-year return of +56.8% and its current position near 90% of its 52-week high, the sustained accumulation suggests the AI’s intricate analysis of margins, return on capital, and free cash flow yield continues to identify Sotera Health as genuine value, distinguishing it from potential value traps even at an elevated price level. The brief temporary reduction in weighting observed suggests the AI’s ongoing re-evaluation process, confirming the stock's eligibility within its value parameters before increasing exposure further.

weight 0.523% → 0.544% (+0.020 pp)·stock up 15.7% in the 30 days before

Jul 7·entry $18.02·now $17.42Fresh

AIVL · Accumulation · 5d

WisdomTree's AIVL fund employs AI to identify genuine value opportunities among approximately 100 US value stocks, assessing fundamentals like margins and return on capital, alongside valuation metrics such as P/E and FCF yield. The observed gradual accumulation of SHC, a healthcare company, in late June and early July reflects the AI's function of distinguishing sustainable value from value traps within its pre-filtered universe. This increase occurred as SHC's price approached its 52-week high of $19.35, indicating the AI's models continued to favor the stock's underlying quality and valuation characteristics even after a significant run-up, leading to its higher weighting ahead of a periodic portfolio rebalance.

weight 0.499% → 0.538% (+0.039 pp)·stock up 17.0% in the 30 days before

Jul 6·entry $17.86·now $17.42Fresh

AIVL · Accumulation · 6d

SHC's current price of $17.93, nearing its 52-week high of $19.35, follows a substantial 1-year return of +57.4% and a 30-day gain of +15.3%. This indicates that despite recent price appreciation, the AI managing WisdomTree's AIVL fund found SHC's underlying fundamentals (margins, return on capital, debt) and valuation metrics (P/E, P/B, FCF yield) within the Health Care sector to align with its criteria for genuine value, rather than a value trap. The gradual accumulation, with AIVL increasing its SHC weighting from 0.4904% on June 22nd to 0.5520% by July 1st, 2026, occurred as the stock continued its upward trajectory. This pattern suggests AIVL's AI likely reaffirmed SHC's favorable fundamental and valuation characteristics, allowing for a continued position increase even as the stock traded at a higher relative price.

weight 0.490% → 0.550% (+0.060 pp)·stock up 19.4% in the 30 days before

Jul 2·entry $17.93·now $17.42Fresh

AIVL · Accumulation · 6d

Sotera Health Co (SHC) saw a 1-year return of +62.2% and a recent 30-day surge of +16.5% to $17.75, prompting AIVL's AI to evaluate its adherence to value characteristics like strong margins or return on capital. Even as the stock neared 92% of its 52-week high, AIVL's AI likely distinguished SHC as a genuine value opportunity rather than a value trap, scoring favorably on underlying fundamentals and valuation metrics such as P/E, P/B, or FCF yield. Beginning June 23rd, 2026, coinciding with the accelerated price appreciation, the fund initiated a gradual accumulation, increasing its SHC weight from 0.49% to 0.55% by July 1st. This methodical increase reflects the AI's periodic rebalancing mechanism identifying continued strength in SHC's financials that justified its higher weighting within the US value-factor pool, even during a period of short-term growth.

weight 0.496% → 0.552% (+0.056 pp)·stock up 14.2% in the 30 days before

Jul 1·entry $17.75·now $17.42Fresh

AIVL · Accumulation · 5d

The observed gradual accumulation of SHC within AIVL, with its weighting increasing from 0.5008% to 0.5478% over two weeks in late June, characterizes a phased adjustment rather than an abrupt portfolio shift. This measured cadence is consistent with AIVL's periodic rebalancing methodology, which does not execute daily changes. SHC, a Health Care company currently trading at $17.75 and near 92% of its 52-week high after a 15.6% 30-day return and 62.1% 1-year return, presents a scenario where superficial price metrics might suggest limited value. However, AIVL's AI, specifically designed to use fundamentals and valuation metrics to distinguish genuine value from value traps within its pre-filtered US value universe, appears to have identified sufficient underlying quality in Sotera Health Co to warrant this sustained, incremental increase in allocation. This specific move indicates the AI's discernment beyond simple price momentum within a stock that has seen considerable appreciation.

weight 0.501% → 0.548% (+0.047 pp)·stock up 13.5% in the 30 days before

Jun 30·entry $17.75·now $17.42Fresh

AIVL · Weight increase · 4d

Sotera Health’s consecutive daily weight increases in AIVL, moving from 0.4989% to 0.5377% over several days, signals a growing conviction in the stock. This sustained allocation comes as SHC trades at $17.52, having posted a 14.7% return in 30 days and now sitting at 91% of its 52-week high. WisdomTree's AI, specifically designed to distinguish genuine value from value traps within an already value-tilted pool, appears to view SHC as meriting this increased position. The AI's continuous evaluation of fundamentals such as margins, return on capital, and debt, alongside valuation metrics like P/E and FCF yield, suggests that the recent price appreciation is fundamentally sound rather than speculative, leading to a higher target weight.

weight 0.490% → 0.538% (+0.047 pp)·stock up 11.8% in the 30 days before

Jun 26·entry $17.38·now $17.42Fresh

AIVL · Weight increase · 3d

Sotera Health Co's 30-day return of +12.2% and a 1-year return of +52.1% reflect its recent market performance, indicating a re-assessment of its underlying value characteristics consistent with AIVL's strategy to identify genuine value beyond mere low price-to-book within its pre-filtered US value-factor universe. The AI-managed fund consecutively raised SHC's weight from 0.4989% to 0.5279% between June 23 and June 25, during which the stock experienced part of its recent price momentum. Even with the current price of $17.38 placing it near 90% of its 52-week high, AIVL's algorithm evidently determined that SHC’s fundamentals, such as margins or return on capital, alongside its valuation metrics, continue to present a compelling case for increased allocation within its ~100 US value stock portfolio.

weight 0.490% → 0.528% (+0.037 pp)·stock up 7.1% in the 30 days before

Jun 25·entry $17.10·now $17.42Fresh

AIVL · Weight increase · 2d

The weight of Sotera Health Co in AIVL underwent a distinct pattern, declining over several days to 0.4904% before a rapid, two-day increase on June 23rd and 24th, reaching 0.5235% of the portfolio. This quick reversal, where the fund boosted its allocation by approximately 6.7% from its recent low, suggests AIVL's AI-driven strategy re-evaluated SHC's position within its value universe. Operating within its specific value-factor mandate, the AI likely discerned an improvement in SHC's underlying fundamental metrics—such as margins, return on capital, or free cash flow yield—that re-aligned its valuation appeal. This shift allowed for a renewed allocation to the Health Care company, even as the stock trades at $16.69, which is 86% of its 52-week high, indicating a conviction in its value despite recent price appreciation. Given AIVL’s objective to distinguish genuine value from value traps, this specific move points to the AI algorithm identifying compelling attributes in Sotera Health Co's financial health, justifying an increased weighting following its reassessment.

weight 0.490% → 0.523% (+0.033 pp)·stock up 6.6% in the 30 days before

Jun 24·entry $16.69·now $17.42Drifting

AIVL · Accumulation · 5d

Sotera Health Co. currently trades at $16.39, sitting at 85% of its 52-week high after experiencing a 90-day decline of 9.2% despite a 33.9% gain over the past year. This specific pullback within a generally ascending longer-term trend likely presented a compelling entry point for WisdomTree AIVL’s initial value-factor screen. The AI within AIVL, tasked with distinguishing genuine value from value traps in its US value pool, subsequently initiated a gradual accumulation of SHC shares. This systematic increase in weight, specifically from 0.3237% on May 15 to 0.5212% by June 11, indicates the AI's models are detecting strengthening signals in SHC's underlying fundamentals, such as margins, return on capital, or debt levels, combined with attractive valuation metrics like P/E, P/B, or FCF yield. The AI's consistent buying activity during this period suggests it identified a favorable risk-reward profile for Sotera Health within the healthcare sector, aligning with AIVL's precise mandate to leverage artificial intelligence for identifying true value opportunities.

weight 0.324% → 0.521% (+0.198 pp)·stock up 4.9% in the 30 days before

Jun 11·entry $16.39·now $17.42Drifting

AIVL · Accumulation · 5d

The weight change in Sotera Health Co. (SHC) within AIVL displays a distinct pattern: a subtle initial increase in mid-May, followed by a substantial jump from 0.3237% to 0.4999% at the start of June, then continued incremental accumulation to 0.5276% over the following week. This mixed cadence aligns with AIVL's strategy of using AI to score names within a pre-filtered US value pool. Operating with periodic rebalances rather than daily shifts, AIVL's AI likely identified SHC, a health care company, as a genuine value proposition after its 90-day price decline of 11.1%. At its current price of $16.27, representing 84% of its 52-week high, the AI's fundamental analysis encompassing margins, return on capital, and debt, alongside valuation metrics like P/E and FCF yield, probably signaled that SHC was not a value trap. The substantial initial allocation followed by smaller, consistent additions suggests the AI developed conviction around the stock as it recovered 5.3% over 30 days, demonstrating how WisdomTree’s AI distinguishes genuine value at a point when recent performance created a potential entry point within its value-tilted universe.

weight 0.323% → 0.528% (+0.205 pp)·stock up 5.4% in the 30 days before

Jun 10·entry $16.27·now $17.42Drifting

AIVL · Weight increase · 3d

AIVL's AI, designed to distinguish genuine value from value traps within its approximately 100 US value stock universe, appears to have developed increased conviction in SHC. The fund's methodology, which evaluates companies using fundamental metrics like margins and return on capital alongside valuation ratios such as P/E and FCF yield, likely found SHC's profile increasingly attractive. Following a significant weight increase around June 1st, the AI continued to sequentially boost SHC's allocation through June 8th. This sustained accumulation suggests the AI perceives the current $16.53 price, sitting at 85% of its 52-week high, as an appealing entry point, especially after its recent 90-day return of -8.8% potentially improved its valuation scores.

weight 0.489% → 0.513% (+0.024 pp)·stock up 1.2% in the 30 days before

Jun 8·entry $15.86·now $17.42Drifting

AIVL · Weight increase · 2d

weight 0.489% → 0.507% (+0.018 pp)·stock down 1.1% in the 30 days before

Jun 5·entry $15.62·now $17.42Chased