WMB

AIEQ · Exit · 1d

The weight change pattern for WMB shows a gradual reduction from 0.06% to 0.05%, followed by its complete removal from the portfolio over just two days. This stepped but swift exit aligns with AIEQ's highly active, daily rebalancing strategy, where IBM Watson's NLP continuously evaluates thousands of US equities. While WMB maintained 90-day and 1-year returns of +13.0% and +21.4%, its price near 90% of its 52-week high likely triggered a reassessment by the AI. Processing sentiment alongside fundamental data like a 32.66 PER and 5.73 PBR, the EquBot model determined that WMB no longer met the daily ranking criteria for inclusion, leading to its efficient divestment from the fund's 140-180 stock holdings.

weight 0.050% → 0 (exited)·stock down 2.6% in the 30 days before

May 30·entry $70.04·now $74.16

PQUS · Exit · 1d

Currently, WMB trades at $77.52, near 98% of its 52-week high of $79.40, having gained 28.2% over the last 90 days and 38.8% in one year. This significant price appreciation likely triggered a re-evaluation by Pictet Asset Management's AI ranking system for PQUS during a periodic rebalance cycle around May 22, 2026. Despite the Energy sector company's 22.0% ROE and 10.69% revenue growth, its current valuation metrics, specifically a PER of 34.78 and PBR of 5.73, indicate a potentially stretched valuation after the price surge. Given PQUS's style as a US large-cap fund with measured turnover and its AI system's objective to rank based on a larger universe with sector-balance rules, the system appears to have deemed WMB no longer optimal for inclusion under its current high valuation and high price relative to its 52-week range, leading to its complete removal.

weight 0.090% → 0 (exited)·stock up 9.5% in the 30 days before

May 22·entry $78.47·now $74.16

LQAI · Exit · 1d

The AI ETF likely divested from WMB due to its significantly high P/E and P/B ratios of 32.73 and 5.73, signaling potential overvaluation for an energy sector company despite its respectable revenue growth and ROE. For retail investors, this highlights the importance of scrutinizing valuation multiples; even strong companies can become overpriced, and systematically rebalancing based on such metrics is crucial for long-term portfolio health.

weight 1.040% → 0 (exited)·stock up 4.5% in the 30 days before

May 12·entry $74.73·now $74.16

LQAI · Weight decrease · 2d

The AI ETF likely initiated a consecutive weight decrease for WMB due to its high PER and PBR ratios (35.81 and 5.73 respectively), suggesting the stock may be overvalued despite solid revenue growth and ROE. The AI's algorithm is potentially de-risking from expensive assets or anticipating a market correction for stocks trading at a premium. For retail investors, this signals the importance of scrutinizing valuation multiples beyond just growth figures, prompting caution and deeper due diligence on WMB's current pricing relative to its fundamentals and sector peers.

weight 1.150% → 1.110% (-0.040 pp)·stock up 4.7% in the 30 days before

May 4·entry $75.41·now $74.16

AMOM · Exit · 1d

weight 1.480% → 0 (exited)·stock down 5.0% in the 30 days before

Apr 2·entry $72.00·now $74.16

AMOM · Weight decrease · 2d

weight 1.590% → 1.480% (-0.110 pp)·stock down 5.3% in the 30 days before

Apr 1·entry $71.83·now $74.16