Wisdomtree Midcap Earnings Etf Profile
| EZM Etf | USD 57.08 1.14 2.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
WisdomTree MidCap is selling at 57.08 as of the 25th of April 2025; that is 2.04 percent increase since the beginning of the trading day. The etf's lowest day price was 56.19. WisdomTree MidCap has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of May 2023 and ending today, the 25th of April 2025. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree MidCap Earnings
Moving together with WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Mid Cap ETFs, Small Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2007-02-23 |
| Benchmark | WisdomTree U.S. MidCap Earnings Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 693.44 Million |
| Average Trading Valume | 41,847.6 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 561 |
| Market Maker | Susquehanna |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | (10.24) |
| Name | WisdomTree U.S. MidCap Earnings Fund |
| Currency Code | USD |
| Open Figi | BBG000R1PNP2 |
| In Threey Volatility | 22.76 |
| 1y Volatility | 18.6 |
| 200 Day M A | 61.7393 |
| 50 Day M A | 59.2956 |
| Code | EZM |
| Updated At | 25th of April 2025 |
| Currency Name | US Dollar |
WisdomTree MidCap Earnings [EZM] is traded in USA and was established 2007-02-23. The fund is classified under Small Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree MidCap currently have 654.74 M in assets under management (AUM). , while the total return for the last 3 years was 3.6%.
Check WisdomTree MidCap Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree MidCap Earnings Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WisdomTree MidCap Earnings Etf Constituents
| UNM | Unum Group | Stock | Financials | |
| TOL | Toll Brothers | Stock | Consumer Discretionary | |
| EWBC | East West Bancorp | Stock | Financials | |
| CPRT | Copart Inc | Stock | Industrials | |
| JBLU | JetBlue Airways Corp | Stock | Industrials | |
| HUN | Huntsman | Stock | Materials | |
| EXEL | Exelixis | Stock | Health Care | |
| HRB | HR Block | Stock | Consumer Discretionary |
WisdomTree MidCap Top Holders
| EES | WisdomTree SmallCap Earnings | Etf | Small Value |
WisdomTree MidCap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree MidCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.14) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | (0.16) |
WisdomTree MidCap Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree MidCap Earnings. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of WisdomTree MidCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree MidCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree MidCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree MidCap's market value can be influenced by many factors that don't directly affect WisdomTree MidCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree MidCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree MidCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree MidCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.