What is EZM?

EZM tracks an earnings-focused index of US mid-cap stocks.

PERFORMANCE [as of 03/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EZM -11.91% -0.37% -1.69% -12.15% 29.02% 5.56% 8.88%
EZM (NAV) -11.83% -0.15% -1.70% -12.12% 28.75% 5.57% 8.89%
WisdomTree U.S Mid Cap Index -- -- -- -- -- -- --
MSCI USA Mid Cap Index -9.26% -0.68% -1.66% -13.85% 23.62% 7.14% 10.04%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EZM Factset Analytics Insight

EZM curates a portfolio of US mid-cap stocks with a focus on earnings. Companies are selected and weighted by earnings—those with greater profits are assigned larger portfolio weights. The fund's earnings screens and its firm size boundaries combine for a big allocation to small-caps. Dipping into small-cap territory elevates the EZM's market risk, and its focus on earnings can lead to sector bets at times. The index is reconstituted and rebalanced on an annual basis.

EZM Summary Data

WisdomTree
02/23/07
0.38%
$692.22M
WisdomTree U.S Mid Cap Index
MSCI USA Mid Cap Index
Open-Ended Fund

Peers

MSCI USA Mid Cap Index

Fund Flows

-$0.00B 5 Days
-$0.02B 30 Days
-$0.00B 90 Days

EZM Portfolio Data

$6.24B
7.85
1.99
1.59%
N/A
588

EZM Index Data

WisdomTree U.S Mid Cap Index
Earnings
Earnings
MSCI USA Mid Cap Index

EZM Portfolio Management

0.38%
-0.32%
-0.25%
-0.69%

EZM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

EZM Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/21/23

This measurement shows how easy it is to trade a $1 million USD block of EZM. EZM is rated a 5 out of 5.

EZM Tradability

50,437
$2.67M
25,227
$1.29M
0.15%
$0.08
-0.02%
0.17% / -0.21%
None
100.00%
50,000
0.50
0.06%
0.02%
30
$47.84
5

EZM Sector/Industry Breakdown

EZM Segment
Benchmark
23.50% --
9.91% --
8.59% --
7.16% --
5.08% --
4.71% --
4.68% --
4.64% --
4.50% --
4.47% --

EZM Performance Statistics

0.95
1.00
0.98
1.00
0.40%
MSCI USA Mid Cap Index

EZM Countries

EZM Segment
Benchmark
100.00% 100.00%

EZM Regions

EZM Segment
Benchmark
100.00% 100.00%

EZM Economic Development

EZM Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

EZM Benchmark Comparison Holdings

588
328
37
5.88%

EZM Benchmark Comparison Summary

EZM Segment
Benchmark
588 328
$6.24B $19.30B
7.85 18.40
1.99 2.92
1.53% 1.52%
Low Low

EZM Benchmark Comparison Market Cap Size

EZM Segment
Benchmark
1.02% 79.04%
96.90% 20.96%
2.00% 0.00%
0.02% 0.00%