Key stats
About WisdomTree U.S. MidCap Fund
Expense ratio
0.38%
Home page
Inception date
Feb 23, 2007
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
Stocks99.77%
Finance22.70%
Producer Manufacturing8.91%
Technology Services7.98%
Retail Trade7.06%
Consumer Non-Durables6.04%
Consumer Services5.90%
Health Technology5.60%
Energy Minerals5.38%
Process Industries4.58%
Commercial Services3.73%
Consumer Durables3.61%
Electronic Technology3.49%
Industrial Services3.17%
Distribution Services2.64%
Utilities2.51%
Transportation2.15%
Health Services2.09%
Non-Energy Minerals1.87%
Communications0.37%
Bonds, Cash & Other0.23%
ETF0.16%
Mutual fund0.07%
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