AIVL0.237%
as of Jul 17
SPGI
GrowthS&P GLOBAL INC
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, S&P Global Mobility, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions.
Close · 3M
+1.46%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals8
Win rate88% (7/8)
Avg buy return+2.76%
AIVL · Weight increase · 4d
SPGI's PER of 27.94 and PBR of 5.08, alongside a 14.82% ROE and 8.54% revenue growth, are the fundamental metrics the WisdomTree AIVL’s AI uses to score names within its US value-factor pool. While these valuation multiples are not low, the AI's mandate involves discerning genuine value from potential value traps by weighing such fundamentals and ensuring adequate return on capital and margins. The consecutive weight increase for SPGI in AIVL, from 0.2311% on July 13th to 0.2389% by July 16th, indicates the AI upgraded its assessment of SPGI's investment merit. This timing correlates with SPGI’s recent +7.3% 30-day return, occurring while the stock trades at 80% of its 52-week high after a year of negative returns. The AI's model appears to have identified SPGI as a quality company recovering from a downtrend, aligning with its goal of selecting US value stocks that are not mere value traps.
weight 0.227% → 0.239% (+0.012 pp)·stock up 7.9% in the 30 days before
Jul 16·entry $457.38·now $448.35Fresh
-1.97%
since Jul 16
AIVL · Weight increase · 3d
SPGI's PER of 26.55 and PBR of 5.08, alongside a 14.82% ROE and 8.54% revenue growth, contribute to the fundamental assessment AIVL's AI performs within its US value-factor pool. AIVL, designed to differentiate genuine value from value traps based on fundamentals like margins and return on capital, plus valuation metrics, increased its weight in SPGI from 0.2311% to 0.2354% over July 13-15. This adjustment occurred while SPGI was priced near $457.38, having delivered a 10.9% 30-day return yet remaining 11.7% down over the past year and trading at 82% of its 52-week high. The AI's model likely recognized an opportunity where the stock's recent price recovery, following its longer-term depreciation, aligned with its underlying quality to merit a larger allocation within the portfolio.
weight 0.227% → 0.235% (+0.008 pp)·stock up 6.1% in the 30 days before
Jul 15·entry $444.48·now $448.35Fresh
+0.87%
since Jul 15
AIVL · Weight increase · 2d
SPGI's 14.82% Return on Equity and 8.54% revenue growth likely indicated a financially sound entity to WisdomTree's AIVL AI. The AI, which distinguishes genuine value from value traps within its US value-factor pool using fundamentals and valuation metrics, likely found merit in these figures despite a P/E of 26.55 and P/B of 5.08. The consecutive weight increase from 0.2311% to 0.2329% on July 13-14 corresponds with SPGI trading at $444.48, approximately 79% of its 52-week high, following a 14.5% decline over the past year. This price level, coupled with recent positive 30-day and 90-day returns, suggests the AI identified a potential value opportunity as the stock recovered from a prior downturn.
weight 0.227% → 0.233% (+0.006 pp)·stock up 6.2% in the 30 days before
Jul 14·entry $438.87·now $448.35Drifting
+2.16%
since Jul 14
AIVL · Weight decrease · 2d
The fund's allocation to SPGI underwent a gradual, consecutive decrease from July 6th to July 8th, a subtle re-evaluation following a period of accretion. This measured reduction suggests the WisdomTree AI, designed to distinguish genuine value from value traps using a combination of fundamentals and valuation metrics, is recalibrating its view on SPGI. While the stock sits at $432.96, around 77% of its 52-week high, making it appear a potential value candidate, its price-to-earnings ratio of 26.55 and price-to-book ratio of 5.08 remain at a level that may challenge its score within AIVL's pre-filtered US value pool. Despite a 14.82% return on equity and 8.54% revenue growth, the AI's continuous assessment—even within AIVL's periodic rebalancing—might signal that these valuation multiples, alongside recent positive short-term price momentum, do not align as strongly with its criteria for deep value.
weight 0.235% → 0.230% (-0.005 pp)·stock up 1.5% in the 30 days before
Jul 8·entry $430.79·now $448.35
+4.08%
since Jul 8
AIVL · Weight increase · 3d
SPGI's 14.82% ROE and 8.54% revenue growth likely contributed to AIVL's AI identifying the company as a quality candidate within its US value-factor universe, differentiating it from potential value traps using fundamental screens like return on capital. Although carrying a PER of 27.07 and PBR of 5.08, the WisdomTree fund's AI appears to have interpreted these valuation metrics alongside the company's fundamentals as indicating underlying strength. The consecutive weight increase observed from July 1st to July 6th aligns with SPGI trading at 79% of its 52-week high, suggesting the AI detected a favorable entry or a strengthening signal following the stock's year-long negative return, despite recent positive short-term momentum. This move reflects AIVL's unique AI-driven strategy to find genuine value within a pre-filtered value pool, even for a stock like SPGI at its $443.46 price.
weight 0.216% → 0.235% (+0.019 pp)·stock up 8.5% in the 30 days before
Jul 6·entry $447.22·now $448.35Fresh
+0.25%
since Jul 6
AIVL · Weight increase · 2d
Trading at $439.89, which places it at 78% of its 52-week high after a 13.9% decline over the past year, SPGI likely screened into AIVL's pre-filtered US value-factor pool. The stock's recent positive momentum, with a 5.5% return over 30 days and 7.7% over 90 days, following that deeper yearly trough, suggests the WisdomTree AI is detecting a potential recovery within a previously discounted asset. The consecutive weight increase observed, culminating in 0.2320% on July 2nd, indicates the AI's evolving assessment that SPGI's 8.54% revenue growth and 14.82% ROE, evaluated against a P/B of 5.08, represents genuine value emerging from the US value pool, differentiating it from a value trap at this specific price level.
weight 0.216% → 0.232% (+0.016 pp)·stock up 5.4% in the 30 days before
Jul 2·entry $439.89·now $448.35Fresh
+1.92%
since Jul 2
PQUS · Exit · 1d
The weight for SPGI in PQUS remained at 0.1600% for seven consecutive days before a precise reduction to 0.0000% on 2026-07-10. This stepped pattern of complete divestment is consistent with Pictet Asset Management's approach for PQUS, which features periodic rebalances and measured turnover across its US large-cap universe, rather than continuous daily adjustments. The AI ranking system, managing its portfolio of approximately 165 stocks with sector-balance and concentration rules, likely identified SPGI as a divestment candidate during a rebalancing event. Despite a recent 30-day return of +4.1%, the company's longer-term performance, indicated by a -13.1% 1-year return and its current price at 77% of its 52-week high, coupled with a PER of 26.55 and PBR of 5.08, may have prompted the system to reallocate capital to other opportunities meeting its criteria.
weight 0.160% → 0 (exited)·stock up 1.3% in the 30 days before
Jul 10·entry $430.50·now $448.35
+4.15%
since Jul 10
PQUS · Weight decrease · 2d
Pictet Asset Management's AI ranking system, which manages a diversified portfolio of approximately 165 US large caps, initiated a significant reduction in SPGI's allocation during its periodic rebalance around June 12-13, 2026. This shift suggests the algorithm penalized SPGI's recent stock performance, evidenced by its 90-day return showing a decline of 20.3%. The subsequent, albeit smaller, consecutive weight decrease from 0.13% to 0.12% indicates the AI system continued to rank SPGI lower within its US large-cap universe, moving capital away from the Financials sector company. Such a calibrated adjustment aligns with a systematic approach, reflecting the AI's continuous evaluation of holdings for the fund.
weight 0.340% → 0.120% (-0.220 pp)·stock down 1.2% in the 30 days before
Jun 13·entry $424.07·now $448.35
+5.73%
since Jun 13
PQUS · Weight increase · 2d
weight 0.320% → 0.340% (+0.020 pp)·stock down 2.1% in the 30 days before
Jun 7·entry $417.09·now $448.35Drifting
+7.49%
since Jun 7
PQUS · New entry · 1d
weight 0 → 0.130% (new)·stock down 3.0% in the 30 days before
May 22·entry $417.60·now $448.35Drifting
+7.36%
since May 22
QRFT · Exit · 1d
The AI ETF likely divested SPGI because its high valuation multiples (PER 26.32, PBR 5.08) were not adequately justified by its 8.54% revenue growth or 14.82% ROE, indicating an overvaluation based on the AI's systematic model. A key takeaway for retail investors is to always assess a stock's price against its fundamental performance and sector comparables, as even quality companies can become overvalued relative to their growth prospects.
weight 0.290% → 0 (exited)·stock down 1.5% in the 30 days before
May 4·entry $424.75·now $448.35
+5.56%
since May 4
QRFT · Weight decrease · 2d
weight 0.310% → 0.290% (-0.020 pp)·stock down 3.2% in the 30 days before
Apr 10·entry $415.42·now $448.35
+7.93%
since Apr 10
QRFT · Weight decrease · 2d
weight 0.320% → 0.300% (-0.020 pp)·stock down 2.6% in the 30 days before
Apr 9·entry $424.32·now $448.35
+5.66%
since Apr 9
QRFT · New entry · 1d
weight 0 → 0.320% (new)·stock down 3.2% in the 30 days before
Apr 2·entry $431.16·now $448.35Drifting
+3.99%
since Apr 2
AIEQ · Exit · 1d
The AI ETF likely removed SPGI due to a rapid re-evaluation of its premium valuation, specifically its high PER and PBR, against its growth and profitability metrics or a shift in market conditions that quickly presented more attractive alternative investments. For retail investors, this demonstrates that AI-driven funds prioritize unemotional, data-intensive tactical decisions leading to swift portfolio changes, often based on short-term quantitative signals rather than solely on long-term fundamental conviction.
weight 0.160% → 0 (exited)·stock up 0.2% in the 30 days before
May 3·entry $424.75·now $448.35
+5.56%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.