QMID - ETF AI Analysis

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WisdomTree U.S. MidCap Quality Growth Fund (QMID)

Rating:72Outperform

Price Target:―

QMID, the WisdomTree U.S. MidCap Quality Growth Fund, earns a solid overall rating because many of its key holdings, like Deckers Outdoor, NEXTracker, and Lincoln Electric, show strong financial performance, positive earnings calls, and supportive technical trends that point to healthy growth potential. This strength is slightly offset by weaker names such as Roivant Sciences and Performance Food Group, where financial challenges, high leverage, or valuation concerns introduce added risk, and investors should also be aware that several top holdings are priced richly, which can increase volatility if market conditions change.

Positive Factors

Strong Top Holdings Performance

Most of the largest positions have shown strong gains this year, which has supported the fund’s overall results.

Broad Sector Diversification

The ETF spreads its investments across several sectors like industrials, consumer cyclical, technology, health care, and financials, helping reduce the impact if one area struggles.

Quality Mid-Cap Growth Focus

By targeting U.S. mid-cap companies with quality and growth characteristics, the fund aims to capture businesses that are still growing but more established than small caps.

Negative Factors

Higher-Than-Average Expense Ratio

The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.

Limited Geographic Diversification

With almost all assets in U.S. stocks, the ETF offers little protection if the U.S. market underperforms other regions.

Short-Term Performance Bumpiness

Recent one-month performance has been slightly negative, showing that returns can be choppy over shorter periods even when longer-term results are positive.

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

AUM2.10M

RegionNorth America

Expense Ratio0.38%

Beta0.94

IssuerWisdomTree

Inception DateJan 25, 2024

Dividend Yield0.52%

Asset ClassEquity

Index TrackedWisdomTree U.S. MidCap Quality Growth Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,708

30 Day Avg. Volume585

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

34.53

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering125

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

QMID Summary

QMID is an ETF that tracks the WisdomTree U.S. MidCap Quality Growth Index, focusing on medium‑sized U.S. companies with strong finances and solid growth potential. It spreads investments across many sectors, including industrials, consumer companies, technology, and health care. Well-known names in the fund include Deckers Outdoor and Toll Brothers. Someone might invest in QMID to seek long-term growth while diversifying beyond just large, well-known stocks. A key risk is that mid-cap growth stocks can be more volatile than bigger, more established companies, so the share price can move up and down sharply with the market.

How much will it cost me?The ETF has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average because the fund is actively managed, focusing on selecting mid-cap growth companies with strong quality characteristics. Active management typically involves more research and decision-making, which can increase costs.

What would affect this ETF?The WisdomTree U.S. MidCap Quality Growth Fund (QMID) could benefit from continued economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its portfolio. However, rising interest rates or economic slowdowns could negatively impact growth-focused mid-cap companies, as they often rely on favorable borrowing conditions and consumer spending to expand. Regulatory changes or sector-specific challenges in industries like healthcare or consumer cyclical could also influence the fund's performance.

QMID Top 10 Holdings

QMID is leaning into U.S. mid-cap growth stories, with industrials and consumer names doing much of the heavy lifting. ATI and NEXTracker are rising standouts, helping drive returns as demand in aerospace and clean energy stays strong. Deckers Outdoor and Toll Brothers add consumer punch, with both stocks trending higher on solid execution, even if valuations look a bit rich. Coeur Mining has been more of a wild card—strong recently but choppy in the near term—while Performance Food Group is more steady than exciting. Overall, it’s a U.S.-only, quality-growth tilt with no single stock dominating the show.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ATI	ATI	1.91%	$40.06K	$21.56B	209.01%	78 Outperform
ROIV	Roivant Sciences	1.79%	$37.54K	$21.17B	179.06%	58 Neutral
NXT	Nextpower Inc	1.51%	$31.73K	$17.33B	163.29%	78 Outperform
COKE	Coca-Cola Bottling Co Consolidated	1.38%	$28.86K	$13.93B	56.39%	72 Outperform
CDE	Coeur Mining	1.33%	$27.88K	$14.36B	291.77%	69 Neutral
DECK	Deckers Outdoor	1.31%	$27.47K	$14.58B	-15.51%	79 Outperform
TW	Tradeweb Markets	1.31%	$27.46K	$29.07B	-7.73%	71 Outperform
LECO	Lincoln Electric Holdings	1.25%	$26.30K	$14.62B	34.50%	77 Outperform
TOL	Toll Brothers	1.23%	$25.78K	$13.57B	34.36%	77 Outperform
RNR	Renaissancere Holdings	1.19%	$24.97K	$12.65B	24.15%	78 Outperform

QMID Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

28.83

Negative

100DMA

28.52

Negative

200DMA

27.94

Negative

Market Momentum

MACD

-0.20

Positive

RSI

36.10

Neutral

STOCH

6.00

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QMID, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.72, equal to the 50-day MA of 28.83, and equal to the 200-day MA of 27.94, indicating a bearish trend. The MACD of -0.20 indicates Positive momentum. The RSI at 36.10 is Neutral, neither overbought nor oversold. The STOCH value of 6.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QMID.

QMID Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
QMID	―	―	$2.10M	0.38%	72 Outperform
MID.ETF	―	―	$89.88M	0.45%	68 Neutral
CVMC	―	―	$85.73M	0.15%	70 Neutral
PAMC	―	―	$59.00M	0.60%	69 Neutral
TSCM	―	―	$39.54M	0.55%	71 Outperform
JMID	―	―	$17.55M	0.30%	72 Outperform

Performance Comparison

QMID

WisdomTree U.S. MidCap Quality Growth Fund

27.85

3.04

12.25%

MID.ETF

American Century Mid Cap Growth Impact ETF

―

CVMC

Calvert US Mid-Cap Core Responsible Index ETF

―

PAMC

Pacer Lunt MidCap Multi-Factor Alternator ETF

―

TSCM

TimesSquare Quality Mid Cap Growth ETF

―

JMID

Janus Henderson Mid Cap Growth Alpha 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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