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WisdomTree U.S. MidCap Earnings ETF EZM

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EZM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EZM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EZM’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EZM

More EZM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toll Brothers Inc

0.95 7.3 Mil
Consumer Cyclical

American Airlines Group Inc

0.89 6.9 Mil
Industrials

Unum Group

0.80 6.1 Mil
Financial Services

PBF Energy Inc Class A

0.73 5.6 Mil
Energy

Dick's Sporting Goods Inc

0.72 5.5 Mil
Consumer Cyclical

Ally Financial Inc

0.66 5.1 Mil
Financial Services

East West Bancorp Inc

0.63 4.9 Mil
Financial Services

United States Steel Corp

0.63 4.9 Mil
Basic Materials

AutoNation Inc

0.61 4.7 Mil
Consumer Cyclical

TD Synnex Corp

0.59 4.6 Mil
Technology