Insights
Expert perspectives, product updates, and strategic insights.
Recent Articles
04/09/2025
- Insight
In the evolving landscape of investment products, few innovations have reshaped portfolio construction as meaningfully as the Exchange-Traded-Fund (ETF). Once considered a passive alternative to mutual funds, ETFs have become foundational instruments for institutions and individual investors alike—offering broad access, liquidity, and cost efficiency.
04/09/2025
- Insight
In an investment landscape shaped by rapid technological change and evolving consumer behavior, many investors are seeking to position their portfolios to benefit from the trends shaping the future.
04/09/2025
- Insight
In a market saturated with thousands of exchange-traded-funds (ETFs)—each offering varying exposures, structures, and costs—thoughtful due diligence is essential. For allocators, advisors, and direct investors alike, evaluating an ETF is about far more than past performance. It’s about understanding the mechanics, risks, and alignment with portfolio objectives.
10/09/2026
- IVES
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.
10/09/2026
- Press release
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.
In the evolving landscape of investment products, few innovations have reshaped portfolio construction as meaningfully as the Exchange-Traded-Fund (ETF). Once considered a passive alternative to mutual funds, ETFs have become foundational instruments for institutions and individual investors alike—offering broad access, liquidity, and cost efficiency.
In an investment landscape shaped by rapid technological change and evolving consumer behavior, many investors are seeking to position their portfolios to benefit from the trends shaping the future.
In a market saturated with thousands of exchange-traded-funds (ETFs)—each offering varying exposures, structures, and costs—thoughtful due diligence is essential. For allocators, advisors, and direct investors alike, evaluating an ETF is about far more than past performance. It’s about understanding the mechanics, risks, and alignment with portfolio objectives.
Delve into in-depth articles exploring market trends, advancements in artificial intelligence, and strategic investment approaches to navigate this dynamic sector.
Recent Articles
10/09/2026
- IVES
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.
10/09/2026
- Press release
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.
Delve into in-depth articles exploring market trends, advancements in artificial intelligence, and strategic investment approaches to navigate this dynamic sector.
Recent Posts
06/18/2025
- IVES
This is a once-in-a-generation investment cycle. The AI revolution is unfolding, and Dan Ives’ research is the playbook. For investors, professionals, and technologists alike, Wedbush’s AI Revolution report is a roadmap to the companies shaping this
transformation.
10/29/2025
- Press release
Pasadena, CA – October 29, 2025 – Wedbush Fund Advisers today announced a major milestone as the Dan IVES Wedbush AI Revolution ETF (Ticker: IVES) has officially surpassed $1 billion in assets under management (AUM). The rapid growth of IVES reflects extraordinary investor enthusiasm for AI and the strength of Wedbush’s research and leadership at the forefront of this global technology revolution.
