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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 sectors, which can help reduce the impact if any one industry struggles.
Healthy Asset Size
With a sizable pool of assets, the ETF appears established and may offer better trading liquidity for investors.
Generally Positive Recent Performance
The fund has shown steady gains over the year so far, indicating that its mid-cap strategy has been working reasonably well recently.
Negative Factors
High U.S. Concentration
Almost all of the fund’s holdings are in U.S. companies, offering very little geographic diversification.
Mixed Performance Among Top Holdings
Some of the largest positions have been weak or lagging, which can drag on overall returns if that continues.
Above-Average Expense Ratio for an ETF
The fund’s fee is on the higher side for a passive ETF, which slightly reduces the net return investors keep over time.
EZM vs. SPDR S&P 500 ETF (SPY)
AUM876.35M
RegionNorth America
Expense Ratio0.38%
Beta0.87
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.31%
Asset ClassEquity
Index TrackedWisdomTree U.S. MidCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume21,063
30 Day Avg. Volume28,538
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
79.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering510
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EZM Summary
The WisdomTree U.S. MidCap Fund (EZM) is an ETF that tracks 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, and includes names such as Viatris and Alcoa. Someone might invest in EZM to seek long-term growth while spreading risk across many mid-sized companies. 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 cyclicals taking the wheel. Energy names like Ovintiv and APA have been rising and giving the fund a solid boost, while industrial player BorgWarner and travel-sensitive Norwegian Cruise Line are also helping as sentiment improves. Viatris, though, looks more mixed, with financial and profitability issues keeping it from fully pulling its weight. With heavy exposure to financials, industrials, and consumer cyclical names—and no overseas holdings—this ETF is essentially a bet on the U.S. economic engine staying in gear.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viatris | 1.45% | $12.75M | $18.49B | 41.51% | 60 Neutral | |
| AES | 0.80% | $6.99M | $11.60B | 55.90% | 65 Neutral | |
| Cf Industries Holdings | 0.78% | $6.83M | $14.95B | 24.75% | 72 Outperform | |
| Renaissancere Holdings | 0.74% | $6.55M | $13.22B | 31.98% | 78 Outperform | |
| Pilgrim's Pride | 0.67% | $5.91M | $10.40B | -21.44% | 73 Outperform | |
| Ovintiv | 0.67% | $5.89M | $13.91B | 16.78% | 60 Neutral | |
| APA | 0.64% | $5.61M | $10.15B | 27.51% | 73 Outperform | |
| Jackson Financial Incorporation | 0.62% | $5.42M | $7.95B | 41.52% | 73 Outperform | |
| BorgWarner | 0.61% | $5.38M | $12.78B | 99.80% | 65 Neutral | |
| Norwegian Cruise Line | 0.58% | $5.07M | $11.09B | 0.83% | 64 Neutral |
EZM Technical Analysis
Positive
―
Price Trends
69.25
Positive
67.23
Positive
64.87
Positive
Market Momentum
0.68
Negative
60.60
Neutral
58.66
Neutral
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 70.52, equal to the 50-day MA of 69.25, and equal to the 200-day MA of 64.87, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 60.60 is Neutral, neither overbought nor oversold. The STOCH value of 58.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EZM.
EZM Peer Comparison
Comparison Results
Performance Comparison
EZM
WisdomTree U.S. MidCap Fund
71.65
9.84
15.92%
XMLV
Invesco S&P MidCap Low Volatility ETF
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―
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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PTMC
Pacer Trendpilot US Mid Cap ETF
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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.
Disclaimer
This 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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