ULVR

AIVI · Weight decrease · 3d

WisdomTree's AIVI, deploying AI selection within a developed-international value-factor pool, periodically rebalances its portfolio of approximately 100 international stocks. The consecutive weight decrease observed in Unilever (ULVR) from 0.6497% on July 8th to 0.6314% by July 14th directly demonstrates the AI’s dynamic re-evaluation of value characteristics. This specific adjustment suggests the algorithm detected a deterioration in one of ULVR's core valuation metrics, such as a less favorable price-to-book ratio or a decline in expected future cash flows. Such shifts in fundamental appeal prompted the AI to reduce exposure to the consumer staples company, aligning with its mandate to target international value opportunities.

weight 0.650% → 0.631% (-0.018 pp)

Jul 14·now $57.06

AIVI · Weight decrease · 2d

The weight of Unilever within AIVI demonstrated an initial build-up, including a significant jump to 0.6504% by July 7, followed by a slight, consecutive decrease, settling at 0.6376% on July 13. This specific sequence for a Consumer Staples company aligns with WisdomTree's AIVI, which employs AI selection within a developed-international value-factor pool. The initial allocation increase suggests the AI identified Unilever as a strong value prospect within its international developed-market universe, allocating a greater portfolio share. Subsequently, the gradual, consecutive trimming from July 8 onward reflects the AI's continuous evaluation; as market dynamics or Unilever's valuation may have shifted, its relative attractiveness within the value pool could have subtly reduced, prompting these periodic, targeted adjustments by the AI.

weight 0.650% → 0.638% (-0.012 pp)

Jul 13·now $57.06

AIVI · Weight decrease · 2d

AIVI, managed by WisdomTree, employs an AI overlay to identify value opportunities within its approximately 100 international developed-market stock portfolio. The detected pattern of consecutive weight decreases for Unilever (ULVR), notably from 0.4812% on June 25th to 0.4744% by June 30th, indicates the AI system is signaling a reduced conviction in the Consumer Staples company. This consistent reduction suggests the AI, operating within AIVI's international value-factor pool, is dynamically adjusting to a perceived deterioration in ULVR's fit or relative attractiveness. Considering AIVI's periodic, rather than daily, rebalance cadence, these sustained adjustments reflect a strategic repositioning driven by the fund's specific AI selection method.

weight 0.481% → 0.474% (-0.007 pp)

Jun 30·now $57.06

AIVI · Weight decrease · 2d

The detected pattern of consecutive weight decrease for Unilever (ULVR) within AIVI reflects a dynamic re-evaluation by the fund's AI overlay. Operating within an international developed-market value factor pool, AIVI's algorithm likely signaled a deteriorating relative value proposition for the Consumer Staples company. This sustained reduction in allocation, moving from 0.4648% down to 0.4468% across the June period, indicates the AI perceives less compelling pricing or shifts in fundamental data when compared to other international value opportunities.

weight 0.450% → 0.447% (-0.004 pp)

Jun 22·now $57.06

AIVI · Weight decrease · 3d

A consecutive weight decrease for Unilever (ULVR) in the AIVI ETF was observed, shifting from 0.4648% on June 10, 2026, to 0.4478% by June 15, 2026. This allocation adjustment reflects the WisdomTree-managed fund's AI selection criteria, which targets a developed-international value-factor pool. The AI overlay, integrated into AIVI's international value strategy, likely determined that ULVR, a Consumer Staples company, no longer presented the same degree of value opportunity at its then-current price level. Such a periodic rebalancing across the ~100-stock portfolio suggests a deliberate recalibration, as the AI's models indicated a reduced fit for ULVR's market valuation within its specific value screens during that timeframe. This action directly aligns with the fund's objective to maintain exposure to international value assets.

weight 0.465% → 0.448% (-0.017 pp)

Jun 15·now $57.06

AIVI · Weight decrease · 2d

The WisdomTree AIVI fund, which employs AI for selecting approximately 100 developed-international value stocks, made a calculated adjustment to its Unilever PLC (ULVR) holding. A consecutive weight decrease, observed from 0.4648% on June 10th to 0.4551% by June 12th, suggests the AI models re-evaluated ULVR's position within its value universe. This periodic rebalancing implies the AI determined the consumer staples company's value metrics no longer aligned as strongly with its selection criteria, prompting a relative reduction in allocation. The reduction in allocation reflects the AI’s objective assessment of ULVR’s shifting value characteristics compared to its international peers.

weight 0.465% → 0.455% (-0.010 pp)

Jun 12·now $57.06

PQNT · Sudden change · 1d

The AI-managed PQNT significantly reduced its allocation to Unilever PLC on 2026-07-10, dropping its weight from 0.6500% to 0.2600%. This abrupt adjustment for the Consumer Staples giant by Pictet Asset Management's broad ex-US developed-market fund implies a rapid detection of changed market signals. The fund's AI overlay, which integrates fundamentals, momentum, valuation, and sentiment factors, likely identified a decisive shift in ULVR's profile. Such a sharp reduction, initiated after several days of stable allocation, points to the AI discerning a material deterioration in specific factor scores—perhaps a negative momentum indicator or a revised sentiment outlook—at a particular price level, prompting the reallocation within its international developed-market universe.

weight 0.650% → 0.260% (-0.390 pp)

Jul 10·now $57.06

PQNT · Weight decrease · 2d

The pattern for ULVR exhibits an initial sharp weight reduction from 1.0500% to 0.7100%, followed by a period of stability at 0.7200% for several days, then subsequent, smaller decrements to 0.6400% over approximately a week. This stepped reduction, rather than a continuous daily adjustment, aligns with PQNT's strategy of periodic portfolio rebalancing, where its AI signals, combined with factor exposures across fundamentals, momentum, valuation, and sentiment, triggered a phased de-weighting. The consecutive diminishment of Unilever's position, a prominent Consumer Staples holding in the developed-international universe, indicates the AI's comprehensive factor analysis likely identified declining relative attractiveness or increased risk in the stock compared to other developed-market opportunities within PQNT's ~300-stock portfolio. This specific sequence of drops and holds reflects a deliberate, data-driven adjustment by Pictet Asset Management's AI overlay, adapting the portfolio's allocation in response to evolving signals.

weight 0.720% → 0.640% (-0.080 pp)

Jul 3·now $57.06

PQNT · Sudden change · 1d

Starting on June 25th, ULVR’s weighting in PQNT was 1.0500%, which then decreased to 0.7100% by June 26th, representing a 32% reduction in exposure to the Consumer Staples company. This significant adjustment reflects the AI-driven methodology of Pictet Asset Management's fund, which incorporates various factor exposures to dynamically manage its approximately 300 international developed-market stock portfolio. The sudden reduction from 1.0500% to 0.7100% suggests that during this periodic rebalance, the underlying AI signals likely detected shifts indicating less favorable momentum or sentiment for ULVR at its prevailing price level. Specifically, the system would have analyzed ULVR’s fundamentals, current valuation, and market sentiment, determining that a reduced allocation was prudent given its broad ex-US developed-market mandate. This move highlights PQNT’s active management overlay, which systematically scales positions in companies like ULVR when its combined AI and factor assessment no longer supports previous allocation levels within the portfolio.

weight 1.050% → 0.710% (-0.340 pp)

Jun 26·now $57.06

PQNT · Weight decrease · 3d

ULVR's weight in the Pictet Asset Management (PQNT) portfolio decreased from 1.2400% on June 11, 2026, to 1.1800% by June 15, indicating the AI overlay adjusted its allocation to this Consumer Staples stock within the broad ex-US developed-market strategy. This consecutive reduction, observed after ULVR reached its recent high weighting in the fund, implies the AI signals, combined with factor exposures like momentum or valuation, initiated a reallocation. The AI model, a key component of PQNT's method, likely registered a shift in fundamental, sentiment, or momentum signals for Unilever PLC, prompting the gradual divestment. While PQNT rebalances periodically, not daily, these daily adjustments to ULVR's weighting confirm the continuous influence of the AI overlay on specific stock positions, reacting to evolving data in the international developed universe.

weight 1.240% → 1.180% (-0.060 pp)

Jun 15·now $57.06

PQNT · Weight decrease · 2d

The trajectory of ULVR's share price, having recently pushed towards higher valuation levels, likely triggered a re-assessment by Pictet Asset Management's AI-driven PQNT fund. Within its ex-US developed-market universe, the AI's combined signals, considering both valuation and potentially a softening in momentum after a prior run, indicated a reduced appeal for the Consumer Staples stock. This sophisticated factor analysis led to the consecutive decrease in ULVR's weight, moving from 1.24% to 1.20% between June 11th and June 13th, reflecting the fund's dynamic approach to portfolio allocation.

weight 1.240% → 1.200% (-0.040 pp)

Jun 13·now $57.06

PQNT · Weight decrease · 2d

weight 1.200% → 1.180% (-0.020 pp)

Jun 4·now $57.06