Key stats
About WisdomTree U.S. MidCap Fund
Expense ratio
0.38%
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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
Producer Manufacturing
Stocks99.76%
Finance23.93%
Producer Manufacturing10.40%
Energy Minerals7.73%
Technology Services6.53%
Retail Trade6.48%
Consumer Durables4.97%
Consumer Services4.70%
Distribution Services4.02%
Electronic Technology3.87%
Consumer Non-Durables3.69%
Process Industries3.61%
Health Technology3.44%
Industrial Services3.14%
Commercial Services3.05%
Non-Energy Minerals2.81%
Transportation2.47%
Health Services2.38%
Utilities2.14%
Communications0.42%
Bonds, Cash & Other0.24%
ETF0.15%
Cash0.09%
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