AIVL0.249%
as of Jul 17
ZBH
DefensiveZimmer Biomet Holdings, Inc.
Zimmer Biomet Holdings, Inc., together with its subsidiaries, operates as a medical technology company worldwide. The company designs, manufactures, and markets orthopedic reconstructive products, such as knee and hip products; S.E.T. products, including sports medicine, biologics, foot and ankle, upper extremities, and trauma and CMFT products; sports medicine products for the repair of soft tissue injuries, used in the knee and shoulder; and craniomaxillofacial and thoracic products comprising face and skull reconstruction products, as well as products that fixate and stabilize the bones of the chest to facilitate healing or reconstruction after open-heart surgery, trauma, or for deformities of the chest. It offers technology and data, bone cement, and surgical products; and a suite of integrated digital and robotic technologies that leverage data, data analytics and artificial intelligence.
Close · 3M
-3.82%
Held by 2 AI ETFs
AIEQ0.050%
as of Jul 20
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 signals10
Win rate60% (6/10)
Avg buy return+1.68%
AIVL · Weight decrease · 2d
The weight adjustments for Zimmer Biomet Holdings in the AIVL portfolio on July 6-8 demonstrated a gradual, consecutive reduction, moving from 0.2449% to 0.2424%. This nuanced adjustment aligns with AIVL's strategy of employing AI to score US value stocks based on fundamentals and valuation metrics. ZBH's current price of $93.75, reflecting a 10.3% rise over the prior 30 days and positioning it at 87% of its 52-week high, likely prompted the AI's re-assessment. Despite a PBR of 1.4, the company's PER of 23.15 and modest ROE of 6.01% may have signaled to the AI that its relative appeal within AIVL's value-tilted universe had diminished slightly after the recent price appreciation. Consequently, AIVL's periodic rebalancing system made a fine-tuned reduction, reflecting the AI's ongoing discernment between core value opportunities and those where valuation gains had eroded some relative attractiveness.
weight 0.258% → 0.248% (-0.010 pp)·stock up 1.8% in the 30 days before
Jul 15·entry $90.14·now $89.72
-0.47%
since Jul 15
AIVL · Accumulation · 5d
WisdomTree's AIVL, which applies AI scoring to US value stocks using fundamentals and valuation metrics, has gradually increased its position in Zimmer Biomet. The measured accumulation, seen in the weight rising from 0.2209% to 0.2577% over several trading days in July 2026, aligns with the fund's periodic rebalancing cadence for its approximately 100-stock portfolio. ZBH's PBR of 1.4 likely placed it within the initial value-factor pool, and its 9.23% revenue growth suggests underlying business strength. The current price of $91.03, at 85% of its 52-week high but reflecting a 9.8% gain over 30 days following longer-term declines, suggests the AI's model identified a recovery from a potential value trap. This indicates the AI found sufficient fundamental and valuation support to distinguish it as a genuine value opportunity.
weight 0.221% → 0.258% (+0.037 pp)·stock up 6.7% in the 30 days before
Jul 13·entry $94.08·now $89.72Fresh
-4.63%
since Jul 13
AIVL · Weight increase · 2d
WisdomTree's AIVL ETF employs an AI to score stocks within an already filtered US value-factor pool, specifically designed to separate genuine value from potential traps. The consecutive increase in ZBH's weight, climbing from 0.2209% to 0.2502% between July 1st and July 10th, suggests the AI identified a strengthening investment case for the healthcare company. This indicates the AI likely assessed ZBH's PBR of 1.4 and 9.23% revenue growth favorably against its fundamental and valuation metrics. Operating with a portfolio of around 100 US value stocks and rebalancing periodically, not daily, the fund's AI made these gradual adjustments as its internal conviction for ZBH solidified. Despite the stock's +14.3% return over the last 30 days, the AI's continued accumulation suggests it sees the current $94.08 price level as consistent with its value-oriented mandate.
weight 0.242% → 0.250% (+0.008 pp)·stock up 1.9% in the 30 days before
Jul 10·entry $91.34·now $89.72Fresh
-1.77%
since Jul 10
AIVL · Weight increase · 2d
Trading at $89.41, ZBH currently sits at 83% of its 52-week high, having delivered a -11.5% return over 90 days and a -3.2% return over the past year, despite a recent 30-day gain of +4.6%. This valuation, positioned well below its 52-week peak, likely brought ZBH into the WisdomTree AIVL fund's pre-filtered US value-factor pool. The AI manager then applied its methodology, evaluating ZBH's PBR of 1.4 and 9.23% revenue growth as indicators of underlying value rather than a value trap, within its comprehensive assessment of fundamentals and valuation metrics, despite a 6.01% ROE. Consequently, the fund increased its allocation to ZBH from 0.2402% to 0.2449% on July 2nd and July 6th, reflecting an augmented conviction in the stock at its current price level.
weight 0.221% → 0.245% (+0.024 pp)·stock up 5.6% in the 30 days before
Jul 6·entry $89.76·now $89.72Fresh
-0.04%
since Jul 6
AIVL · Weight decrease · 2d
AIVL’s AI-driven system, designed to distinguish genuine value from value traps within its ~100 US value stock portfolio, initiated a consecutive weight decrease for ZBH during its periodic rebalance. This move, reflected in the allocation decline from 0.2242% to 0.2209% at the start of July, suggests the AI’s comprehensive scoring of ZBH's fundamentals and valuation metrics indicated a diminished appeal. Despite ZBH’s stock price experiencing a -15.4% decline over 90 days, which might superficially signal a bargain, the AI’s rigorous criteria likely determined the company’s 6.01% ROE was not compelling enough to maintain its prior portfolio weight. The system, which specifically uses fundamentals like margins and return on capital to avoid misidentifying a value trap, appears to have recalibrated its assessment of Zimmer Biomet.
weight 0.243% → 0.221% (-0.022 pp)·stock up 1.5% in the 30 days before
Jul 1·entry $84.17·now $89.72
+6.59%
since Jul 1
AIVL · Weight increase · 2d
The pattern of consecutive weight increases, seen in the progression from 0.2328% to 0.2397%, indicates AIVL's AI making a measured, incremental adjustment to its ZBH holding. This aligns with the ETF’s mandate to find genuine value within a pre-filtered universe, as ZBH trades at a 1.4 PBR and $90.56 per share, notably below its 52-week peak. Despite the modest 6.01% ROE, the AI likely detected positive shifts in other fundamental or valuation metrics—such as the 9.23% revenue growth—that signify a promising opportunity rather than a value trap. The recent 30-day price gain suggests improving market sentiment for a stock still trading at a discount from its yearly high.
weight 0.229% → 0.240% (+0.011 pp)·stock up 5.9% in the 30 days before
Jun 24·entry $90.56·now $89.72Fresh
-0.93%
since Jun 24
AIVL · Weight decrease · 2d
ZBH exhibits a PBR of 1.4 and a PER of 22.15, placing it within AIVL's general value-factor universe, though its 6.01% ROE and 9.23% revenue growth present specific fundamental dynamics for the AI to assess against its criteria including margins and return on capital. For an AI-managed ETF designed to differentiate genuine value from potential value traps using these metrics, a relatively low ROE combined with a P/E multiple over 20 could influence its scoring. The observed consecutive weight decrease in ZBH's AIVL allocation, beginning after June 16, aligns with a period where the stock, priced at $87.09, had achieved a 5.8% 30-day return but remained down 8.9% over 90 days, trading at 81% of its 52-week high. This indicates AIVL's AI system, which periodically rebalances its portfolio of approximately 100 US value stocks, likely evaluated ZBH’s improving short-term price performance against its underlying fundamental metrics and longer-term price trajectory, leading to a reduced allocation.
weight 0.235% → 0.229% (-0.006 pp)·stock up 2.0% in the 30 days before
Jun 22·entry $87.09·now $89.72
+3.02%
since Jun 22
AIVL · Accumulation · 5d
The observed pattern in AIVL's holding of Zimmer Biomet Holdings displays a series of small, intermittent increases from 0.2252% to 0.2413% across early June, with minor retractions, occurring as ZBH traded around $88.26, near 82% of its 52-week high after a year of negative returns. This methodical accumulation suggests AIVL's AI, operating within its US value-factor pool, identified ZBH's PBR of 1.4 and a PER of 22.42 as aligning with its core value mandate. The AI's process, designed to distinguish genuine value from value traps, likely considered ZBH's 9.23% revenue growth and 6.01% ROE as fundamental strengths. Such incremental adjustments in weight, rather than daily rebalances, reflect the AI's approach to incrementally build positions in healthcare companies when valuation and fundamental metrics converge favorably within its value-tilted universe, especially after the stock’s flat 90-day and negative one-year price performance.
weight 0.225% → 0.235% (+0.010 pp)·stock up 7.1% in the 30 days before
Jun 12·entry $88.57·now $89.72Fresh
+1.30%
since Jun 12
AIVL · Accumulation · 5d
Zimmer Biomet Holdings (ZBH) currently trades at $88.17, placing it at 82% of its 52-week high after a 5.5% decline over the past year, despite recent positive 30-day and 90-day returns. This position, below its yearly peak following a sustained downturn, fits within AIVL's approach to sourcing value opportunities from a pre-filtered US value-factor pool. The AI system, focused on distinguishing genuine value from value traps, likely identified ZBH's PBR of 1.4 and 9.23% revenue growth as compelling metrics even with a PER of 22.42. The gradual accumulation of ZBH stock, increasing AIVL's weight from 0.2273% to 0.2413% during May and early June, indicates the AI's systematic decision to build a position in a company fitting its valuation criteria. This action suggests the AI perceives the stock as a favorable value candidate whose fundamentals support its inclusion in the portfolio.
weight 0.227% → 0.241% (+0.014 pp)·stock up 10.8% in the 30 days before
Jun 10·entry $88.17·now $89.72Fresh
+1.76%
since Jun 10
AIVL · Weight increase · 3d
weight 0.225% → 0.239% (+0.014 pp)·stock up 5.4% in the 30 days before
Jun 5·entry $87.33·now $89.72Drifting
+2.74%
since Jun 5
AIVL · Weight increase · 2d
weight 0.225% → 0.234% (+0.009 pp)·stock up 4.4% in the 30 days before
Jun 4·entry $86.69·now $89.72Drifting
+3.50%
since Jun 4
AIVL · Weight decrease · 2d
The AI ETF likely decreased ZBH's weight consecutively because its low 6.01% Return on Equity (ROE), despite decent revenue growth, signals less efficient capital use compared to alternative investments. This suggests the AI is optimizing for efficiency or reallocating to stronger performers within its mandate. For retail investors, this emphasizes the importance of evaluating fundamental metrics like ROE alongside revenue growth and valuation, and staying objective in portfolio management.
weight 0.231% → 0.218% (-0.013 pp)·stock down 14.5% in the 30 days before
May 11·entry $79.58·now $89.72
+12.74%
since May 11
AIVL · Weight decrease · 2d
The AI ETF likely reduced ZBH's weight due to its low Return on Equity (ROE) of 5.59%, suggesting poor capital efficiency and making its valuation less appealing despite decent revenue growth. This consecutive pattern suggests the algorithm has identified a sustained lack of optimal profitability or better alternative investments within its portfolio universe. Retail investors should recognize that persistent low ROE, especially when an AI fund signals caution, indicates a need to investigate if the company effectively generates returns for shareholders.
weight 0.231% → 0.228% (-0.003 pp)·stock down 9.4% in the 30 days before
May 6·entry $82.83·now $89.72
+8.32%
since May 6
AIVL · Accumulation · 3d
The AI likely chose gradual accumulation for ZBH due to its stable healthcare sector position, solid revenue growth, and attractive PBR, indicating perceived long-term value. This measured approach suggests the AI is patiently building a position, potentially averaging its entry price by buying on minor dips. For retail investors, this illustrates the benefit of systematically investing in fundamentally sound companies over time to mitigate risk and optimize entry prices, rather than attempting to perfectly time the market.
weight 0.230% → 0.231% (+0.001 pp)·stock down 8.9% in the 30 days before
May 1·entry $82.90·now $89.72Drifting
+8.23%
since May 1
AIVL · Weight decrease · 2d
The AI ETF likely initiated consecutive weight decreases for ZBH due to its low Return on Equity (ROE) of 5.59%, signaling poor capital efficiency and a struggle to convert assets into shareholder profit relative to other investment opportunities. For a retail investor, this highlights the importance of analyzing profitability metrics like ROE in addition to revenue growth, as a consistently low ROE can be a red flag for underlying inefficiencies that an AI algorithm readily detects and acts upon.
weight 0.233% → 0.204% (-0.029 pp)·stock down 9.6% in the 30 days before
Apr 29·entry $80.07·now $89.72
+12.05%
since Apr 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.