Dan IVES Wedbush AI Revolution ETF (IVES)
| Assets | $969.50M |
| Expense Ratio | 0.75% |
| PE Ratio | 38.30 |
| Shares Out | 30.06M |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| Payout Ratio | n/a |
| 1-Year Return | n/a |
| Volume | 691,602 |
| Open | 32.68 |
| Previous Close | 32.56 |
| Day's Range | 32.60 - 33.03 |
| 52-Week Low | 25.07 |
| 52-Week High | 35.25 |
| Beta | n/a |
| Holdings | 31 |
| Inception Date | Jun 3, 2025 |
About IVES
Fund Home PageThe Dan IVES Wedbush AI Revolution ETF (IVES) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund tracks an index of AI-focused companies selected using proprietary NLP analysis and weighted by float-adjusted market cap, with caps to manage concentration. The fund aims to replicate the performance of leading AI innovators globally IVES was launched on Jun 3, 2025 and is issued by Wedbush.
Top 10 Holdings
48.87% of assets| Name | Symbol | Weight |
|---|---|---|
| Alphabet, Inc. | GOOGL | 6.02% |
| Micron Technology, Inc. | MU | 5.35% |
| Tesla, Inc. | TSLA | 5.32% |
| Broadcom Inc. | AVGO | 5.16% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.14% |
| Apple Inc. | AAPL | 5.11% |
| NVIDIA Corporation | NVDA | 4.33% |
| Advanced Micro Devices, Inc. | AMD | 4.31% |
| Amazon.com, Inc. | AMZN | 4.16% |
| Alibaba Group Holding Limited | BABA | 3.97% |
News
IVES: This AI Fund Probably Won't Deliver Long-Term Alpha
The Dan IVES Wedbush AI Revolution is off to a tremendous start in terms of attracting investor inflows. IVES holds a concentrated portfolio of mega-cap tech stocks, closely mirroring QQQ, but adds vo...
The Best AI ETF Could Surge 200% by 2030: Is It in Your Portfolio?
The Dan Ives Wedbush AI Revolution ETF is a recent arrival to the exchange-traded fund firmament. Ives is a well-known technology analyst.
The Dan IVES Wedbush AI Revolution ETF Breaks $1 Billion in AUM
PASADENA, Calif., Oct. 29, 2025 (GLOBE NEWSWIRE) -- Wedbush Fund Advisers today announced a major milestone as the Dan IVES Wedbush AI Revolution ETF (Ticker: IVES) has officially surpassed $1 billion...
Ives, Lee Tap Social Media Megaphone for New ETFs
Dan Ives and Tom Lee, two of Wall Street's most bombastic figures have launched ETFs tapping their social media megaphones. Bloomberg's Isabelle Lee joins Caroline Hyde and Ed Ludlow on “Bloomberg Tec...
IVES: A Prime Example Of How The ETF Business Has Gone Too Far (Sell Rating)
The Dan Ives Wedbush AI Revolution ETF has surpassed $750 million in assets under management since its June 2025 launch. IVES provides targeted exposure to 30 leading public companies at the forefront...
Wedbush Fund Advisers' IVES AI Revolution ETF Surpasses $750 Million AUM
Wedbush Fund Advisers announces its inaugural ETF, the Dan Ives Wedbush AI Revolution ETF, has surpassed $750 million in assets under management (AUM).
The Smartest Artificial Intelligence ETF to Buy With $100 Right Now
Artificial intelligence (AI) may be the hottest investment theme on the planet right now -- and for good reason. Companies involved in this potentially game-changing technology have led the S&P 500 to...
Blend IVES With ARKQ For Balanced AI Investment
Blending ARKQ ETF with IVES ETF balances risk-driven upside from innovation with quality growth from mega-cap tech, capturing AI potential while cushioning volatility. ARKQ offers concentrated bets on...
Should Savvy Investors Be Watching the Dan Ives ETF in 2025?
Exchange-traded funds, or ETFs, are fantastic ways to get in on a particular investing theme or group of stocks. The idea is with one simple purchase, you can bet on technology stocks, pharma players,...
IVES: Putting Dan's A.I. Insights Into One ETF
Dan Ives has been a table-pounder when it comes to the A.I. space. A few weeks back, Wedbush created an ETF that puts his top A.I. picks into one package. Wedbush's own Cullen Rogers gives investors a...
IVES: Too Big Tech Focused
Dan Ives' AI Revolution ETF is heavily weighted toward big tech, betting these giants will lead the AI boom. I see IVES as less risky than ARKK but less diversified and more expensive than QQQ, with m...
Overwhelmed by an Everchanging AI Investment Landscape? Consider Wedbush Analyst Dan Ives' ETF.
There's no denying that artificial intelligence (AI) is one of the biggest and best investment opportunities of a lifetime. But let's face it -- the industry is moving (and evolving) faster than most ...
Wall Street analyst Dan Ives' AI-ETF off to strong start tech boom
IVES AI Revolution exchange-traded fund offers investors access to artificial intelligence stocks selected by Wedbush's leading tech analyst in a first for the firm.
The Nasdaq Just Reached a New All-Time High -- These ETFs Could Keep Climbing
The Nasdaq Composite (^IXIC -0.39%) recently broke through the 20,000 point level to reach new highs. Investors who feel overwhelmed about picking their own stocks shouldn't fret.
IVES: A Watershed Moment For Investors In The AI Revolution
I rate the Dan IVES Wedbush AI Revolution ETF a buy, given its focused exposure to leading AI innovators and strong early performance. IVES offers a concentrated portfolio of 30 stocks, balancing high...
This Dan Ives-Backed ETF Could Be the Smartest Way to Play the AI Revolution
The artificial intelligence (AI) revolution is shaking Wall Street to its very foundations. The "Magnificent Seven" group of market-defining AI stocks all rank among the 12 highest-valued securities o...
The Best Artificial Intelligence ETF to Invest $100 In Right Now
Artificial intelligence (AI) stocks have skyrocketed over the past couple of years as it became more evident that this top technology could revolutionize everything from how a warehouse operates to ho...
Dan Ives' Wedbush Just Launched an ETF -- Should You Buy In?
Prominent Wall Street analyst Dan Ives, a frequent voice in financial media and an expert in disruptive technologies like artificial intelligence (AI), has launched the Dan Ives Wedbush AI Revolution ...
2 No-Brainer ETFs to Invest in the AI Boom
Exchange-traded funds (ETFs) can be excellent tools for investing around key themes like artificial intelligence (AI) without the burden of having to pick the right AI-winning stocks among the wide as...
Dan Ives on the inner-workings of his new AI ETF and how it compares to the competition
Dan Ives, Wedbush Securities global head of technology research, sits down with CNBC's Dom Chu to discuss Ives' AI Revolution ETF, why he's launching now and how the fund stands out from the other AI ...
Want Exposure to Nvidia, Microsoft, and Tesla? This New ETF Covers Them All.
Exchange-traded funds (ETFs) are a great way to gain exposure to the hot field of artificial intelligence (AI). ETFs provide a diversified portfolio of AI stocks while typically charging low fees.
If I Could Only Buy 1 AI ETF for the Next Decade, This Would Be It
If you watch financial news programs such as CNBC or Bloomberg, chances are you're familiar with a technology analyst named Dan Ives. Ives is a managing director and global head of technology research...
Prediction: This New ETF Could Be the Best Way to Invest in the AI Revolution
Artificial intelligence (AI) stocks drove market gains last year, and this doesn't apply only to the tech-heavy Nasdaq Composite. Even the Dow Jones Industrial Average got a boost from AI as Nvidia po...
This AI-Focused ETF Just Launched -- Here's What's Inside and Why It Matters
Not too many Wall Street analysts have name recognition, but Wedbush's Dan Ives is one of the best-known commentators and AI cheerleaders.
The Best ETF to Invest in the AI Boom Without Betting on Just One Stock
The AI revolution is here. Over the next decade, many experts believe that the artificial intelligence market will grow from a few hundred billion dollars in value to nearly $5 trillion.