Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- DE United States of America
- IPO Date
- Oct 17, 2019
- CIK
- 0001592900
- Similar Companies
- Business
- Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ), under the Alpha Architect ETF Trust and formerly issued by Merlyn.AI Corporation, is an exchange-traded fund that employs artificial intelligence-driven strategies to track the Merlyn.AI WIZ Bull-Rider Bear-Fighter Index; this proprietary index analyzes momentum indicators, value, sentiment, and market volatility via AI genetic algorithms to dynamically allocate assets between aggressive bull-market equity portfolios and conservative bear-market defenses including bonds, treasuries, and gold ETFs. Core holdings feature leading momentum sectors and ETFs such as SPDR S&P Homebuilders ETF (XHB), VanEck Semiconductor ETF (SMH), iShares MSCI Mexico ETF (EWW), and fixed-income instruments like SPDR Bloomberg High Yield Bond ETF (JNK) and iShares 1-3 Year Treasury Bond ETF (SHY); the fund targets capital appreciation with risk mitigation across developed North American markets, maintaining a net expense ratio of 1.29% and assets under management around $21.60 million. Originally launched on October 16, 2019, by Palo Alto-based Merlyn.AI Corporation—a financial technology firm exclusively licensed for this AI technology from SumGrowth Strategies LLC—the ETF shifted to management by Empowered Funds, LLC (operating as Alpha Architect), with trading on Nasdaq. In a major strategic change, the fund faced liquidation approval in October 2023 due to insufficient assets, halting trading on November 10, 2023, and redeeming shares at NAV on November 17, 2023; however, as of late 2025, WIZ persists with active pricing, low-volume trading (e.g., 501 shares), a dividend yield of 5.44%, and a 52-week range of $25.92-$30.13, indicating a potential relaunch or continuation under Alpha Architect oversight. The ETF serves retail and institutional investors seeking adaptive multi-asset exposure, with no recent partnerships, funding rounds, or new product launches identified beyond its AI-enhanced tactical allocation framework.