ives stock — Dan Ives Wedbush AI Revolution ETF

Dan IVES Wedbush AI Revolution ETF (IVES)

The phrase "ives stock" is commonly searched by retail and institutional investors looking for exposure to artificial intelligence. In US equity markets, "ives stock" most often refers to the Dan Ives Wedbush AI Revolution ETF (ticker: IVES), an exchange-traded fund launched by Wedbush Fund Advisers that tracks a themed AI index. IVES is an ETF listed on a US exchange and is not a single company equity or a cryptocurrency.

This page summarizes IVES' purpose, index methodology, portfolio makeup, fees, trading details, risks, media reaction and practical steps for investors interested in trading IVES on Bitget. The aim is beginner-friendly clarity while citing the fund sponsor and market data where relevant.

Infobox / Quick facts

Note: For exact ISIN/CUSIP, up-to-date NAV, and the latest AUM figure, please consult the fund's prospectus and the most recent Wedbush fact sheet.

Background and launch

Wedbush Fund Advisers launched the Dan Ives Wedbush AI Revolution ETF (IVES) in June 2025 to offer thematic exposure to companies deemed central to the artificial intelligence revolution. The fund is co-branded with analyst Dan Ives — a prominent technology and AI commentator — and positioned as a focused ETF providing concentrated exposure to firms with material AI business lines or AI-driven growth vectors.

The sponsor marketed IVES to investors seeking targeted AI exposure without buying individual stocks. After launch, IVES attracted rapid inflows from retail and institutional buyers who were hungry for a single-ticket AI theme product. Wedbush emphasized the ETF's rules-based index and Dan Ives' research themes to differentiate IVES from other broad tech funds.

Investment objective and index methodology

IVES states an objective to track the Solactive Wedbush Artificial Intelligence Index (or equivalent) before fees and expenses. The index is designed to represent companies with significant involvement in artificial intelligence — across hardware, software, services and related AI ecosystems.

Key index construction principles typically include:

• Eligibility screening for AI relevance using textual analysis and research signals (often informed by Dan Ives' AI 30 research themes).
• Market-cap weighting with measures to avoid single-stock overconcentration (e.g., caps on individual security weights).
• Sector and sub-sector filters to ensure representation of hardware, software, semiconductors, cloud / data center providers, AI services and select industrial/robotics exposures.
• Rebalancing cadence commonly set to quarterly to refresh eligibility and weights.

These elements aim to create a disciplined, repeatable exposure to companies materially participating in AI while controlling concentration risk.

Index provider and benchmark details

The index provider is Solactive, a widely used independent index developer. Solactive calculates the benchmark (often a total-return series) according to a published methodology that describes eligibility, weighting, capping and reconstitution rules. IVES seeks to replicate or approximate the performance of that Solactive index through full replication, sampling or authorized participant mechanisms, subject to tracking error and fund expenses.

Portfolio composition and holdings

IVES is a concentrated thematic ETF, generally holding roughly 30–31 stocks. The portfolio typically tilts toward large-cap technology and communication services companies that derive meaningful revenue or strategic advantage from AI initiatives.

Illustrative examples of types of top holdings (based on typical AI-themed allocations): NVIDIA, Microsoft, Apple, Amazon, Meta Platforms, Taiwan Semiconductor Manufacturing Company (TSMC), Broadcom, Tesla, Palantir. These names are illustrative of the AI exposure the fund targets rather than an exhaustive or guaranteed list of holdings.

Allocation characteristics:

• Number of holdings: ~30–31.
• Concentration: Top 10 holdings often represent a large share of the fund's weight due to market-cap weighting and the dominance of major AI leaders.
• Sector allocation: Heavy weight to Information Technology and Communication Services, with smaller allocations to Industrials and Consumer Discretionary where AI plays a role.
• Regional allocation: Primarily North America, with selective non-US exposures (e.g., Taiwan for semiconductors).

For up-to-date holdings, consult the fund's factsheet and the periodic holdings disclosure.

Trading and market data

IVES trades intraday on its primary US exchange under the ticker IVES. It behaves like other equity ETFs: investors can buy or sell shares during market hours at prevailing market prices, place limit orders, and use trading features available through brokerages.

Liquidity characteristics:

• Average daily volume: IVES experienced elevated average daily volume after launch due to strong investor interest, but liquidity can vary day to day. Check your broker or market-data provider for the most recent figures.
• Bid-ask spread: Typical ETF spreads depend on intraday demand, AUM, and market-maker activity. High initial interest tends to tighten spreads, but smaller ETFs or thinly traded sessions may widen them.
• NAV vs market price: IVES publishes a daily NAV. During the trading day, market price can trade at a small premium or discount to NAV; authorized participants and market makers generally keep that gap narrow. Investors should monitor NAV and current market price when executing trades.

As a practical note, searches for "ives stock" often come from traders checking the ticker IVES; remember IVES is an ETF (a pooled security) rather than a single-company stock.

Fees, distributions, and tax treatment

Fees and expenses:

• Expense ratio: The fund's gross expense ratio has been reported at 0.75% (refer to the sponsor's factsheet for the exact figure as of issuance).
• Trading costs: Investors also incur brokerage commissions (if any on their platform) and the implicit cost of bid-ask spread.

Distributions and yield:

• Distribution frequency: IVES typically distributes income and realized capital gains quarterly. The amount and timing depend on the fund's realized dividend income and trading activity.
• SEC yield / 30-day yield: If reported, refer to the fund's published yield in the factsheet or prospectus for the latest number.

Tax treatment (US investors):

• Dividends distributed by IVES are generally taxable in the year received. Portions may qualify as qualified dividends (taxed at preferential long-term capital gains rates) if underlying dividends meet holding period and source tests.
• Sales of ETF shares generate capital gains or losses, which are taxed depending on holding period (short-term vs long-term).

This is a general summary and not tax advice; consult a tax advisor or the fund's prospectus for details.

Performance and assets under management

Performance since inception:

• IVES launched in June 2025. Reported returns include cumulative and annualized performance vs. its benchmark and peer group. Since IVES focuses on AI leaders, performance is correlated to the broad technology sector and major AI-related stocks.
• Performance numbers are time-sensitive. For the most recent YTD, 1-year or since-inception returns, consult market-quote pages and the fund's factsheet.

Assets under management (AUM):

• IVES experienced rapid inflows shortly after launch, reaching notable AUM milestones within months. For example, industry reporting and sponsor updates documented strong early asset-raising momentum; refer to the Wedbush factsheet and market reports for the latest verified AUM figure (reported dates should be checked).

When checking performance, be mindful of the fund's short trading history relative to long-established ETFs; shorter timeframes can be dominated by market sentiment and headline-driven flows.

Risks and criticisms

Principal risks associated with IVES include:

• Concentration risk: The fund's focus on AI and its market-cap weighting often results in heavy concentration in a handful of mega-cap technology names.
• Thematic risk: If the AI narrative cools or certain AI segments underperform, the fund may lag broader market indexes.
• Overlap risk: IVES may have significant overlap with broad tech ETFs or large-cap indices, which raises questions about redundancy for some investors.
• Market and liquidity risk: In stressed markets, ETF market prices can deviate from NAV; liquidity can tighten and spreads widen.
• Expense and active considerations: While IVES is rules-based, critics note the relatively higher expense compared with broad passive ETFs and question whether thematic concentration will deliver persistent alpha.

Analyst and media critiques:

• Some analysts have argued that thematic ETFs can be marketing-driven and may duplicate exposures available through broader technology funds.
• Others caution that sector leadership can shift quickly (for instance, semiconductor or cloud leaders), meaning active selection or frequent reconstitution can materially affect returns.

All potential investors should weigh these risks and consult independent research. This article is informational and not investment advice.

Reception and media coverage

Market reaction to IVES' launch was strong, with many outlets highlighting the fund as an easy on-ramp to investable AI exposure. Coverage praised the co-branding with Dan Ives for marketing resonance and the rules-based Solactive index for methodical selection.

Critics focused on concentration, fees relative to some passive peers, and whether the ETF would produce sustained returns beyond the initial AI enthusiasm. Industry commentary often raised the question: will IVES add unique value versus owning a basket of large-cap AI leaders directly or via broader technology ETFs?

Media and analyst quotes often noted Dan Ives' role as a thought leader on AI and how his research themes influenced the fund's construction and messaging.

Comparisons and related products

IVES sits among a growing set of AI- and innovation-themed ETFs. Comparisons typically emphasize:

• Index methodology differences: IVES tracks a Solactive index with Dan Ives-themed screens, while other products may use proprietary or differently weighted AI baskets.
• Concentration and holdings count: IVES is relatively concentrated (~30 holdings) compared with some broader tech ETFs that hold hundreds of stocks.
• Fees: IVES' expense ratio may be higher than broad-market ETFs but competitive for a thematic fund with active research branding.

Investors often compare IVES to sector or innovation funds (for example, broad tech ETFs or semiconductor-focused funds) to determine whether a concentrated AI theme aligns with their portfolio.

How to buy

IVES trades like a stock under the ticker IVES during US market hours. To buy IVES:

1. Open or log in to a brokerage account that supports US-listed ETFs. Bitget supports trading of a broad range of digital and tokenized assets and provides markets access for eligible tradable products — check Bitget for IVES availability.
2. Search for the ticker symbol IVES. (Remember: "ives stock" searches typically point to IVES the ETF.)
3. Choose an order type: market, limit, or conditional order. Consider limit orders if you want to control execution price relative to current market spreads and NAV.
4. Consider fractional trading: some brokerages allow fractional shares; check Bitget's product details for fractional availability.

Note: Ensure you review the fund prospectus and factsheet before trading. This is informational only and not investment advice.

Regulatory, custody and issuer information

Sponsor and manager:

• Sponsor: Wedbush Fund Advisers (Wedbush Funds).
• Distributor and administrator details are provided in the fund prospectus.

Regulatory filings:

• The ETF operates under a registered fund structure with a filed prospectus, statement of additional information, and periodic reports to the SEC (or the relevant regulatory authority for listed funds). These documents contain ISIN, CUSIP, trustee, custodian and transfer agent information.

For precise identifiers (ISIN/CUSIP), the prospectus and the fund's official documents list the authoritative values. Always verify these identifiers in sponsor documentation before placing large trades.

Timeline and notable events

• June 2025: IVES launched by Wedbush Fund Advisers as the Dan Ives Wedbush AI Revolution ETF.
• Summer–Fall 2025: Rapid early inflows and heavy media attention as investors sought AI-focused vehicles.
• Within months of launch (reported across sponsor materials and market pages): IVES surpassed notable AUM thresholds, reflecting strong demand from retail and institutional buyers.
• Ongoing: Periodic rebalances and holdings disclosures per the Solactive index methodology and the fund's quarterly schedule.

As with any recent fund, check the sponsor's timeline updates and market reporting for the latest milestones and regulatory filings.

Reception of Dan Ives' broader commentary (contextual note)

Dan Ives, the fund's namesake, is an influential analyst whose public commentary has shaped market conversations on AI and certain large-cap technology companies. For instance, Ives' views on Tesla and the potential of robotaxi and FSD initiatives were widely quoted by press outlets in January 2026.

As of January 27, 2026, per Yahoo Finance and associated reporting, Ives emphasized the importance of Tesla's robotaxi rollout and FSD developments for the company's valuation narrative. He suggested autonomous and robotics initiatives could be sizable long-term catalysts for firms leading in AI and autonomy. This commentary illustrates the broader market interest in AI-related revenue streams and how analyst views can influence thematic ETF marketing and investor sentiment.

See also

• Themed AI ETFs and innovation funds
• Major AI and semiconductor companies
• ETF investing basics: expense ratio, tracking error, NAV
• Wedbush research themes and Dan Ives' AI analysis

References

Major primary sources to consult for verification and up-to-date facts include:

• Wedbush Funds: fund prospectus and factsheet (official sponsor materials)
• Market-quote pages for IVES (Yahoo Finance, TradingView, StockAnalysis, Robinhood-style pages)
• Exchange listings and regulatory filings (prospectus, SAI)
• Media coverage and analyst interviews (e.g., press coverage of Dan Ives' commentary and interviews)

All time-sensitive data above should be cross-checked with the fund's official documents and recent market data. Where dates or numbers are referenced, consult the cited sources' publication dates for the latest context.

External links

• Fund official page and prospectus (visit the sponsor's website and search for the Dan Ives Wedbush AI Revolution ETF prospectus)
• Solactive index methodology document (available from the index provider)

Further exploration: If you want to trade IVES or research the fund on a trading platform, consider checking availability and detailed market data on Bitget, and use Bitget Wallet for custody and wallet services if engaging with Web3 instruments. Learn more about Bitget's services to support diversified portfolio access.

Keywords included for clarity and search relevance: ives stock, IVES, Dan Ives Wedbush AI Revolution ETF.