Dan IVES Wedbush AI Revolution ETF

IVES

Börsenwert 1,02 Mrd. $

PASADENA, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Dan Ives today published his latest Ives AI 30 Research Report, bringing the Ives AI 30 research to Yorkville Ives & Co., LLC (“Yorkville Ives”) while continuing his collaboration with Wedbush Fund Advisers LLC (“WFA”) on the Dan Ives Wedbush AI Revolution ETF (NYSE: IVES).

On CNBC's Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reignited the AI rally.

I'm rating the Dan IVES Wedbush AI Revolution ETF (IVES) a hold. The fund lost its namesake, stopped publishing its reports, and still charges 0.75% for returns that match a passive AI ETF. Since inception IVES returned 53.15% against AIQ's 53.51%. Investors paid 0.75% for the difference. Dan Ives left Wedbush on July 1st, 393 days after launch. The prospectus carries no key person risk disclosure, and Wedbush only says it "understands" he will keep compiling.

Tech analyst Dan Ives announced that he has teamed up with Yorkville Securities to form a new kind of merchant bank. Johnson & Johnson (JNJ) beat Q2 estimates and raised guidance, but EPS decline weighed on sentiment despite innovative medicine strength.

Things are certainly changing over at Wedbush headquarters. On Wednesday, July 1, Wedbush announced that Dan Ives — the firm's Global Head of Technology Research — has left the company to begin a new venture.

The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched.

Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031.

When it comes to the markets, two of the most well-known names for retail investors are Ross Gerber and Dan Ives. Both are well known for their frequent appearances on financial TV and their wide social media followings.

The Dan IVES Wedbush AI Revolution ETF continues to outperform, returning 17% since July versus 12% for the S&P 500. I maintain a "Buy" rating on IVES, citing strong technical momentum, diversified AI exposure, and a reasonable 23.2x P/E with 15.7% EPS growth. IVES offers more diversification than expected, with 53% outside U.S. large-cap growth and 16% ex-U.S. stocks, despite a 71% IT sector weight.

The firm launched the Dan IVES Wedbush AI Power & Infrastructure exchange-traded fund.