EZM - ETF AI Analysis
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WisdomTree U.S. MidCap Fund (EZM)
Rating:70Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many different sectors, which can help reduce the impact if any one industry struggles.
Strong Recent Performance
The ETF has shown solid gains so far this year and in the most recent month, indicating positive recent momentum.
Multiple Strong-Performing Top Holdings
Several of the largest positions, including companies like Avis Budget and CF Industries, have delivered strong year-to-date performance that supports the fund’s returns.
Negative Factors
Higher Expense Ratio for a Passive ETF
The fund’s ongoing fee is on the higher side for an index-style ETF, which slightly reduces the net return investors keep over time.
Heavy U.S.-Only Exposure
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Mid-Cap and Sector Cyclicality Risk
Its focus on mid-sized companies and sizable exposure to cyclical areas like financials, industrials, and consumer cyclical stocks can make the fund more sensitive to economic slowdowns.
EZM vs. SPDR S&P 500 ETF (SPY)
AUM895.40M
RegionNorth America
Expense Ratio0.38%
Beta0.87
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.28%
Asset ClassEquity
Index TrackedWisdomTree U.S. MidCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,516
30 Day Avg. Volume25,017
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering509
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EZM Summary
The WisdomTree U.S. MidCap Fund (EZM) is an ETF that follows the WisdomTree U.S. MidCap Index, focusing on medium‑sized U.S. companies. These are firms that are usually past the risky start-up phase but still have room to grow. The fund holds a wide mix of sectors like financials, industrials, and consumer companies, with well-known names such as Avis Budget and Alcoa. Someone might invest in EZM to seek growth while staying diversified across many mid-sized businesses. A key risk is that mid-cap stocks can still be volatile and can go up and down with the overall stock market.
How much will it cost me?The WisdomTree U.S. MidCap Fund (EZM) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is passively managed but focuses on a specific niche—mid-cap companies—which can require more specialized indexing.
What would affect this ETF?The WisdomTree U.S. MidCap Fund (EZM) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion and innovation, particularly in sectors like technology and consumer cyclical. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially those in financial and industrial sectors, which make up a significant portion of the fund's holdings. Regulatory changes or sector-specific challenges in areas like healthcare or energy could also influence the ETF's performance.
EZM Top 10 Holdings
EZM’s story is all about U.S. mid-cap breadth, with no single stock calling the shots but a few names setting the tone. Avis Budget has been rising and acts like a turbo boost for returns, while TD SYNNEX and Alcoa are also pulling their weight with steady-to-strong momentum. On the flip side, CF Industries and APA have shown more mixed, sometimes lagging action, keeping overall gains in check. With heavy exposure to U.S. financials, industrials, and consumer cyclicals, the fund leans into the domestic economic cycle rather than any one superstar stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viatris | 1.38% | $12.07M | $18.57B | 85.46% | 60 Neutral | |
| Cf Industries Holdings | 1.00% | $8.75M | $18.40B | 48.42% | 72 Outperform | |
| APA | 0.92% | $8.05M | $13.54B | 147.42% | 73 Outperform | |
| Ovintiv | 0.85% | $7.44M | C$23.14B | 76.90% | 60 Neutral | |
| Renaissancere Holdings | 0.75% | $6.54M | $12.90B | 21.96% | 78 Outperform | |
| AES | 0.69% | $6.05M | $10.23B | 39.22% | 65 Neutral | |
| TD SYNNEX Corporation | 0.69% | $6.04M | $18.81B | 102.85% | 73 Outperform | |
| Jackson Financial Incorporation | 0.60% | $5.28M | $8.01B | 38.32% | 73 Outperform | |
| Alcoa | 0.59% | $5.18M | $16.69B | 159.26% | 76 Outperform | |
| BorgWarner | 0.58% | $5.10M | $12.24B | 96.20% | 65 Neutral |
EZM Technical Analysis
Positive
―
Price Trends
69.38
Positive
69.34
Positive
67.08
Positive
Market Momentum
0.93
Positive
62.31
Neutral
80.78
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EZM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 71.87, equal to the 50-day MA of 69.38, and equal to the 200-day MA of 67.08, indicating a bullish trend. The MACD of 0.93 indicates Positive momentum. The RSI at 62.31 is Neutral, neither overbought nor oversold. The STOCH value of 80.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EZM.
EZM Peer Comparison
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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