EZM - ETF AI Analysis

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WisdomTree U.S. MidCap Fund (EZM)

Rating:68Neutral

Price Target:―

The WisdomTree U.S. MidCap Fund (EZM) has a solid overall rating, reflecting a balanced mix of strengths and challenges among its holdings. Strong contributors like Fox Corporation, with its robust financial performance and strategic initiatives, and APA, benefiting from solid profitability and attractive valuation, positively impact the fund's rating. However, weaker holdings such as AES, which faces financial performance concerns and high leverage, slightly weigh down the overall score. Investors should note the fund's exposure to diverse sectors, which helps mitigate risks but may also limit concentrated gains.

Positive Factors

Strong Top Holdings

Several top positions, such as Roivant Sciences and Tenet Healthcare, have delivered strong year-to-date performance, supporting the ETF's overall returns.

Sector Diversification

The ETF is spread across multiple sectors, including Financials, Consumer Cyclical, and Industrials, reducing reliance on any single industry.

Reasonable Expense Ratio

The fund's expense ratio of 0.38% is competitive, making it a cost-effective choice for investors.

Negative Factors

Limited Geographic Exposure

With nearly 99% of its holdings in U.S. companies, the ETF lacks diversification across global markets.

Underperforming Holdings

Some holdings, such as Ovintiv and APA, have shown weak year-to-date performance, which could drag on overall returns.

High Sector Concentration

The ETF has significant exposure to Financials and Consumer Cyclical sectors, which may increase vulnerability to sector-specific downturns.

EZM vs. SPDR S&P 500 ETF (SPY)

AUM807.49M

RegionNorth America

Expense Ratio0.38%

Beta0.89

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. Volume19,353

30 Day Avg. Volume50,246

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

76.57

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering541

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

EZM Summary

The WisdomTree U.S. MidCap Fund (Ticker: EZM) is an ETF that focuses on mid-sized companies in the U.S., offering a mix of stability and growth potential. It follows the WisdomTree U.S. MidCap Index and includes companies like Aptiv and Fox, which represent industries such as technology, consumer goods, and healthcare. Investors might consider EZM for diversification and exposure to mid-cap stocks, which can provide a balance between the risks of small-cap stocks and the slower growth of large-cap stocks. However, new investors should be aware that mid-cap stocks can still be affected by market fluctuations, which may impact the ETF’s performance.

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

The WisdomTree U.S. MidCap Fund (EZM) is leaning heavily into financials and consumer cyclical stocks, which together make up a significant portion of its portfolio. Roivant Sciences is rising steadily, buoyed by strong momentum and optimism around its pipeline, while Jazz Pharmaceuticals is another standout, delivering robust growth and record revenues. On the flip side, Aptiv is lagging, struggling with bearish momentum despite solid business bookings. Ovintiv’s mixed performance reflects broader energy sector challenges, while Globe Life’s short-term weakness adds to the drag. Overall, the fund’s U.S.-focused mid-cap strategy offers a blend of innovation and stability, with some uneven footing in key names.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ROIV	Roivant Sciences	1.27%	$10.28M	$14.51B	64.46%	61 Neutral
FOXA	Fox	1.15%	$9.35M	$27.25B	39.26%	77 Outperform
APTV	Aptiv	1.02%	$8.26M	$16.60B	38.38%	64 Neutral
JAZZ	Jazz Pharmaceuticals	0.84%	$6.86M	$10.75B	44.26%	63 Neutral
OVV	Ovintiv	0.82%	$6.69M	C$14.38B	-11.08%	61 Neutral
BG	Bunge Global	0.82%	$6.62M	$18.66B	8.51%	74 Outperform
THC	Tenet Healthcare	0.80%	$6.52M	$19.11B	53.13%	72 Outperform
AES	AES	0.76%	$6.16M	$9.91B	7.08%	59 Neutral
APA	APA	0.72%	$5.88M	$8.75B	9.55%	73 Outperform
GL	Globe Life	0.66%	$5.39M	$10.74B	20.74%	71 Outperform

EZM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

65.31

Positive

100DMA

64.77

Positive

200DMA

62.08

Positive

Market Momentum

MACD

0.09

Negative

RSI

62.01

Neutral

STOCH

86.85

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 64.90, equal to the 50-day MA of 65.31, and equal to the 200-day MA of 62.08, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 62.01 is Neutral, neither overbought nor oversold. The STOCH value of 86.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EZM.

EZM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EZM	―	―	$807.49M	0.38%	―
XMLV	―	―	$757.78M	0.25%	―
BKMC	―	―	$601.23M	0.04%	―
GRPM	―	―	$486.26M	0.35%	―
PTMC	―	―	$391.86M	0.60%	―
JPME	―	―	$378.05M	0.24%	―

Performance Comparison

EZM

WisdomTree U.S. MidCap Fund

66.98

0.28

0.42%

XMLV

Invesco S&P MidCap Low Volatility ETF

―

BKMC

BNY Mellon US Mid Cap Core Equity ETF

―

GRPM

Invesco S&P MidCap 400 GARP ETF

―

PTMC

Pacer Trendpilot US Mid Cap ETF

―

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

―

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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