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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 just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings EZM

  • Current Portfolio Date
  • Equity Holdings 581
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.94
13,825,878
Industrials
0.93
6,594,035
Financial Services
0.89
6,319,043
Industrials
0.81
5,786,811
Basic Materials
0.76
5,371,976
Technology
0.72
5,091,741
Consumer Cyclical
0.70
4,953,735
Consumer Cyclical
0.67
4,735,646
Consumer Cyclical
0.66
4,689,541
Industrials
0.65
4,615,952
Consumer Cyclical