Press Release: Dan Ives Publishes the Latest Ives AI 30 Research, Identifying the Next Wave of AI Opportunities

PASADENA, CA – October 8, 2026 – 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). With Mr. Ives continuing to lead the research and company selections behind the Ives AI 30, the IVES ETF is expected to rebalance in the coming days based on his latest research.
Dan Ives Publishes the Latest Ives AI 30 Research, Identifying the Next Wave of AI Opportunities

PASADENA, CA – October 8, 2026 – 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). With Mr. Ives continuing to lead the research and company selections behind the Ives AI 30, the IVES ETF is expected to rebalance in the coming days based on his latest research.
Three Years of New Era Value: TGLR Marks Its Third Anniversary

The Wedbush LAFFER | TENGLER New Era Value ETF (NYSE Arca: TGLR) has completed three full years of operations. The Fund commenced trading on August 7, 2023, and reaches this milestone with a track record built through a period that rewarded a narrow set of mega-cap growth names before swinging sharply toward value in 2026, […]
ReturnOnLeadership® US Large Cap Top 50 Index- Q1 Report
Summary of the February 2026 AI Revolution Institutional Report

Summary of the February 2026 AI Revolution Institutional Report
Wedbush Launches Core ETF in Partnership with Indiggo Making Corporate Leadership Outcomes Investable

PASADENA, CA February 13, 2026 –Wedbush Fund Advisers LLC , in partnership with Indiggo LLC , launched the Wedbush ReturnOnLeadership® U.S. Large-Cap ETF (Ticker: EXEQ), a research-driven core equity strategy designed to give investors targeted exposure to the top 50 U.S. large-cap companies demonstrating superior corporate leadership execution.
Wedbush LAFFER | TENGLER New Era Value ETF (Ticker: TGLR) Reorganizes into the Wedbush Series Trust, Marking Strategic Expansion of Active-Thematic ETF Capabilities

Pasadena, CA — April 13, 2026 — The Wedbush LAFFER|TENGLER New Era Value ETF (Ticker: TGLR) reorganized today into the Wedbush Series Trust, with Wedbush Fund Advisers assuming the role of adviser to the Fund and bringing TGLR onto its growing ETF platform. The move aligns TGLR’s high-conviction active management approach with Wedbush Fund Advisers’ scale and ETF innovation capabilities.
Giving You the Leadership Edge: Investing in The Best Led Companies
Wedbush Launches AI Power & Infrastructure ETF as Energy Becomes the Key Force Behind the AI Boom

Pasadena, CA – April 8, 2026 – Wedbush Fund Advisers today announced the launch of the Dan IVES Wedbush AI Power & Infrastructure ETF (Ticker: IVEP), designed to give investors exposure to the companies powering the next phase of the artificial intelligence boom, based on the research of the Wedbush Securities Inc. technology research team, including Dan Ives, Managing Director and Global Head of Technology Research, and Seth Basham, Managing Director and Director of Equity Research. The IVEP ETF follows the success of the Dan IVES Wedbush AI Revolution ETF (Ticker: IVES) that launched on June 4, 2025.