Key stats
About WisdomTree U.S. MidCap Fund
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Inception date
Feb 23, 2007
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
EZM curates a portfolio of US mid-cap stocks with a focus on earnings. Companies are selected and weighted by earningsthose with greater profits are assigned larger portfolio weights. The fund's earnings screens and its firm size boundaries combine for a big allocation to small-caps. Dipping into small-cap territory elevates the EZM's market risk, and its focus on earnings can lead to sector bets at times. The index is reconstituted and rebalanced on an annual basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks99.70%
Finance23.03%
Producer Manufacturing9.89%
Retail Trade7.12%
Technology Services7.08%
Consumer Services5.93%
Consumer Non-Durables5.74%
Health Technology5.58%
Energy Minerals5.04%
Process Industries4.54%
Commercial Services3.74%
Consumer Durables3.60%
Electronic Technology3.54%
Industrial Services3.07%
Distribution Services2.81%
Utilities2.32%
Health Services2.24%
Transportation2.18%
Non-Energy Minerals1.91%
Communications0.35%
Bonds, Cash & Other0.30%
ETF0.16%
Mutual fund0.13%
Cash0.00%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history