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WisdomTree U.S. MidCap Earnings ETF EZM

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis EZM

Will EZM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

WisdomTree U.S. MidCap Earnings ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings EZM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toll Brothers Inc

0.97 7.4 Mil
Consumer Cyclical

Dick's Sporting Goods Inc

0.82 6.3 Mil
Consumer Cyclical

Unum Group

0.77 5.9 Mil
Financial Services

American Airlines Group Inc

0.70 5.3 Mil
Industrials

TD Synnex Corp

0.69 5.3 Mil
Technology

Ally Financial Inc

0.66 5.1 Mil
Financial Services

AutoNation Inc

0.66 5.0 Mil
Consumer Cyclical

Tenet Healthcare Corp

0.61 4.7 Mil
Healthcare

East West Bancorp Inc

0.61 4.7 Mil
Financial Services

United States Steel Corp

0.60 4.6 Mil
Basic Materials