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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.
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.