TDY

AIVL · Weight decrease · 2d

TDY's P/E ratio of 31.56 and P/B of 2.31, combined with an 8.85% ROE, signify a valuation and fundamental quality profile that AIVL’s AI, which scores names within a US value-factor pool, would carefully assess. The AI system, tasked with distinguishing genuine value from value traps, likely determined that these metrics offered a less compelling entry point or a reduced quality score for a value-oriented portfolio. Consequently, AIVL initiated a series of weight decreases from July 13th to July 16th, occurring while TDY was priced at $635.52, near 92% of its 52-week high. This movement indicates a tactical adjustment by the AI, recalibrating its allocation as the stock approached higher price ranges relative to its perceived value and quality within the fund's approximately 100 US value stocks.

weight 2.766% → 2.756% (-0.010 pp)·stock up 0.4% in the 30 days before

Jul 16·entry $630.86·now $626.59

AIVL · Weight decrease · 4d

The recent consecutive weight decreases for TDY in AIVL, especially the sustained decline from its 3.0836% allocation on July 1st to 2.8280% on July 7th, indicates a measured but consistent scaling back of exposure. This divestment aligns with WisdomTree’s AI-driven approach for AIVL, which prioritizes US value stocks and actively distinguishes against potential value traps. Despite TDY's 6.62% revenue growth, its current price of $639.51, representing 93% of its 52-week high and a PER of 32.83, likely signals to the AI a departure from a strict value profile. The AI, scoring names within a value-factor pool based on fundamentals and valuation, appears to be reducing allocation as TDY's current valuation metrics and price appreciation suggest it no longer strongly fits the genuine value criteria for the portfolio.

weight 3.087% → 2.828% (-0.259 pp)·stock up 3.7% in the 30 days before

Jul 7·entry $641.70·now $626.59

AIVL · Weight decrease · 3d

AIVL's AI, tasked with scoring names within its 100-stock US value-factor pool to distinguish genuine value, periodically re-evaluates holdings. The consecutive weight decrease detected in TDY's allocation, particularly the sharp reduction around 2026-07-02, points to the AI's rebalancing mechanism. This move suggests the AI's models determined TDY’s valuation metrics had stretched, as evidenced by its current price sitting at 93% of its 52-week high. Considering TDY's PER of 32.83, the AI likely recalibrated its score, indicating the stock no longer offered compelling value within the fund's designated investment universe.

weight 3.087% → 2.881% (-0.206 pp)·stock up 6.0% in the 30 days before

Jul 6·entry $654.98·now $626.59

AIVL · Weight decrease · 2d

A consecutive decrease in TDY’s weight was observed from 3.0866% to 2.8866% between July 1st and July 2nd, 2026, after a prior increase. This stepped reduction aligns with AIVL’s periodic rebalancing mechanism, which specifically targets distinguishing genuine value from value traps within its US value-factor pool. TDY's current valuation of a 32.83 P/E ratio, coupled with its price trading at 95% of its 52-week high following a 1-year return of 34.0%, likely prompted the AI's algorithm to reassess the stock. These metrics suggest that TDY's appreciation and expanded valuation no longer fully satisfy AIVL's specific criteria for a value stock that isn’t a trap, triggering a portfolio adjustment.

weight 3.087% → 2.887% (-0.200 pp)·stock up 5.4% in the 30 days before

Jul 2·entry $652.08·now $626.59

AIVL · Weight decrease · 4d

TDY is currently trading at $616.65, placing it at 90% of its 52-week high, despite recent 30-day and 90-day returns of -0.8% and -6.8% respectively, following a year of 22.0% appreciation. WisdomTree's AIVL ETF, which employs AI to identify genuine value stocks within a US value-factor pool and distinguish them from value traps, likely interprets this pricing context as less suitable for its mandate. The company's PER of 30.53, even with a PBR of 2.31 and an 8.85% ROE, likely signals to the AI that the stock's valuation has become less attractive from a pure value perspective, especially near its annual price ceiling. The observed consecutive weight decrease in AIVL for TDY from June 12th to June 22nd reflects the AI's systematic reduction of exposure, aligning with its function to divest from holdings that may no longer represent optimal value opportunities or could become potential value traps at elevated price levels.

weight 2.974% → 2.882% (-0.093 pp)·stock up 0.4% in the 30 days before

Jun 22·entry $616.65·now $626.59

AIVL · Weight decrease · 3d

WisdomTree's AIVL fund employs AI to differentiate genuine value from value traps within its approximately 100 US value stock holdings. The consecutive decrease in TDY's weight indicates the AI's periodic scoring model, which evaluates fundamentals like margins and return on capital alongside valuation metrics such as P/E and P/B, has likely re-rated the stock. Despite a strong 1-year return of +23.8%, TDY's current valuation, evidenced by a P/E ratio of 30.58 and its position near 90% of its 52-week high, might now register as less attractive to a value-focused algorithm. This adjustment aligns with AIVL's strategy to select names within a pre-filtered US value-factor pool, suggesting the AI perceives TDY as drifting further from core value characteristics over these evaluation periods. This systematic reduction reflects the AI's continuous effort to ensure the portfolio maintains a clear value tilt and avoids mischaracterizing stocks.

weight 2.974% → 2.916% (-0.059 pp)·stock up 2.2% in the 30 days before

Jun 18·entry $619.58·now $626.59

AIVL · Weight decrease · 2d

Trading near 89% of its 52-week high after a 23.1% gain over the past year, despite recent 30 and 90-day pullbacks of -4.5% and -6.3%, TDY's price level indicates a significant run-up from its lows. For AIVL, a fund utilizing AI to score value stocks and distinguish genuine value from value traps, this elevated price likely prompted re-evaluation of TDY's standing within its investment universe. With a P/E ratio of 31.15 and P/B of 2.31, alongside revenue growth at 6.62% and a return on equity of 8.85%, the AI's algorithm appears to find the stock's valuation less compelling from a pure value perspective. Consequently, these specific valuation metrics, when measured against its fundamentals and recent price trajectory, suggest the stock no longer aligns as strongly with the fund's criteria for genuine value, leading to the observed consecutive weight decreases.

weight 2.974% → 2.950% (-0.024 pp)·stock up 2.2% in the 30 days before

Jun 16·entry $630.07·now $626.59

AIVL · Weight decrease · 2d

The AI ETF likely decreased TDY's weight due to its relatively low Return on Equity (8.85%) compared to its P/E ratio (31.25), suggesting potential overvaluation or less efficient capital utilization within the Information Technology sector. For retail investors, this serves as a practical reminder to deeply scrutinize a company's profitability and valuation metrics relative to its peers and the broader market, beyond just revenue growth, as AI algorithms prioritize capital efficiency and risk-adjusted returns.

weight 3.014% → 2.916% (-0.098 pp)·stock down 5.1% in the 30 days before

May 8·entry $621.38·now $626.59

AIVL · Weight decrease · 4d

The AI likely reduced TDY's weight due to its elevated P/E ratio of 31.66, which appears less justified by its moderate revenue growth of 6.62% and ROE of 8.85%, suggesting the algorithm perceives a relative overvaluation or diminishing attractiveness. For retail investors, this highlights the importance of evaluating a company's valuation in context of its growth and profitability rather than in isolation, and to recognize that even solid companies may be shedding weight by sophisticated algorithms if their risk-reward profile deteriorates.

weight 3.201% → 3.031% (-0.170 pp)·stock up 3.6% in the 30 days before

May 1·entry $640.33·now $626.59

AIVL · Weight decrease · 3d

The AI likely reduced TDY's weight due to its moderate revenue growth and ROE not fully supporting its relatively high P/E ratio, prompting a systematic rebalancing towards more attractive opportunities. Retail investors should view this as a signal to review their own holdings for similar discrepancies between valuation and fundamental performance, considering a re-evaluation or potential reallocation of capital.

weight 3.200% → 3.049% (-0.152 pp)·stock up 6.8% in the 30 days before

Apr 30·entry $645.85·now $626.59

AIVL · Weight decrease · 2d

The AI ETF likely decreased TDY's weight due to a perceived overvaluation, as its high PER of 32.07 appears unsupported by its relatively low 8.85% ROE and moderate revenue growth. This suggests the algorithm is prioritizing efficiency and value, potentially reallocating capital to opportunities with better profitability-to-valuation ratios. For retail investors, this serves as a practical reminder to thoroughly assess if a stock's valuation is justified by its profitability and efficiency, especially when growth is moderate, to avoid overpaying.

weight 3.200% → 3.115% (-0.085 pp)·stock up 8.0% in the 30 days before

Apr 29·entry $630.56·now $626.59