EZM - ETF AI Analysis
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WisdomTree U.S. MidCap Fund (EZM)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, consumer cyclical, industrials, technology, and health care, which helps reduce the impact of weakness in any single area.
Strong-Performing Top Holdings
Several of the largest positions, especially in energy and health care, have shown strong year-to-date performance, supporting the fund’s overall returns.
Negative Factors
Mid-Cap Focus Risk
Because the fund focuses on mid-sized U.S. companies, it can be more volatile than large-cap funds and may react more sharply to economic changes.
Heavy U.S. Concentration
The portfolio is almost entirely invested in U.S. stocks, offering very limited geographic diversification outside the United States.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, so fees may be higher than some cheaper index ETFs and can slightly reduce long-term returns.
EZM vs. SPDR S&P 500 ETF (SPY)
AUM947.05M
RegionNorth America
Expense Ratio0.38%
Beta0.87
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.21%
Asset ClassEquity
Index TrackedWisdomTree U.S. MidCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,483
30 Day Avg. Volume17,674
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
86.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering506
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 firms are often past the risky start-up phase but still have room to grow. The fund spreads your money across many sectors, including financials, industrials, and technology, and holds well-known names like Viatris and AES. Someone might invest in EZM to seek long-term growth while staying diversified across many mid-sized companies. A key risk is that mid-cap stocks can still be volatile and can rise or fall significantly 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 leans into U.S. mid-caps with a mix of rising energy and materials names and steadier financials. Ovintiv and APA have been climbing, giving the fund a lift from the energy patch, while CF Industries adds momentum from the fertilizer space. DaVita has been a standout, quietly powering returns from the health care side. On the softer end, TD SYNNEX and BorgWarner show more mixed, sometimes lagging action, occasionally putting a brake on performance. Overall, the fund is broadly diversified across U.S. sectors, with no single stock dominating the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viatris | 1.54% | $14.48M | $20.96B | 98.00% | 60 Neutral | |
| Cf Industries Holdings | 0.97% | $9.08M | $18.88B | 37.47% | 72 Outperform | |
| Renaissancere Holdings | 0.79% | $7.40M | $13.89B | 36.05% | 78 Outperform | |
| APA | 0.77% | $7.22M | $12.35B | 88.40% | 73 Outperform | |
| Ovintiv | 0.77% | $7.21M | C$22.89B | 44.97% | 60 Neutral | |
| TD SYNNEX Corporation | 0.72% | $6.73M | $19.76B | 68.34% | 73 Outperform | |
| AES | 0.68% | $6.35M | $10.58B | 13.30% | 65 Neutral | |
| DaVita | 0.67% | $6.32M | $15.37B | 66.67% | 59 Neutral | |
| Sirius XM Holdings | 0.66% | $6.23M | $10.66B | 42.13% | 64 Neutral | |
| BorgWarner | 0.61% | $5.76M | $12.97B | 80.13% | 65 Neutral |
EZM Technical Analysis
Positive
―
Price Trends
74.28
Positive
71.81
Positive
69.54
Positive
Market Momentum
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 75.28, equal to the 50-day MA of 74.28, and equal to the 200-day MA of 69.54, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
75.89
14.07
22.76%
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
―
―
―
AVMC
Avantis U.S. Mid Cap Equity ETF
―
―
―
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity 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.
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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