EZM
WisdomTree U.S. MidCap Earnings Fund
1 year +14.2%Assets$915.29MWisdomTree
Fee0.37%a year
Yield1.2%NA
This year+11.3%
5 years+7.4%a year on average
Components505top 10: 9%
Returns
This year
+11.3%
1 year
+14.2%
3 years, yearly
+16.4%
5 years, yearly
+7.4%
10 years, yearly
+10.6%
The fund's own total return. Volatility 12.8% over one year, 16.8% over three; Sharpe ratio over three years 0.58.
Sectors
Financial Services19.2%
Consumer Cyclicals16.0%
Industrials14.9%
Technology12.9%
Healthcare11.5%
Energy7.4%
Real Estate5.0%
Consumer Defensive4.7%
Basic Materials3.8%
Utilities3.2%
Communication Services1.9%
Regions
North America98.4%
Latin America0.7%
Europe Developed0.3%
Asia Emerging0.2%
Asset classes
Stock US103.3%
Stock non-US1.2%
Cash0.1%
Other0.0%
About the fund
- Issuer
- WisdomTree
- Since
- 2007-02-23
- Listed on
- NYSE ARCA
- ISIN
- US97717W5702
- Turnover
- 39% a year
The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is based on a rules-based methodology overseen and implemented by the WisdomTree Core Equity Index Committee. It is non-diversified.
From the market data provider's fund data, read 2026-10-22. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.