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The Dan Ives Wedbush AI Revolution ETF (IVES) is structured to mirror the overall investment returns of the Solactive Wedbush Artificial Intelligence Index. Its objective is to replicate this performance before any fees and operational costs are factored in.
Is IVES's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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.
Cetera Investment Advisers lowered its position in shares of Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) by 36.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,892 shares of the company's stock after selling 58,128 shares during the quarter.
Avior Wealth Management LLC bought a new stake in Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) in the undefined quarter, according to its most recent filing with the SEC. The fund bought 106,132 shares of the company's stock, valued at approximately $4,044,000. Avior Wealth Management LLC owned 0.36% of Dan IVES Wedbush
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.