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Upturn AI SWOT - About
WisdomTree U.S. MidCap Earnings Fund (EZM)
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Upturn Advisory Summary
08/14/2025: EZM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.62% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 50.89 - 68.01 | Updated Date 06/30/2025 |
52 Weeks Range 50.89 - 68.01 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree U.S. MidCap Earnings Fund
ETF Overview
Overview
The WisdomTree U.S. MidCap Earnings Fund (EZM) seeks to track the investment results of mid-capitalization companies in the U.S. earnings-generating market. It focuses on companies with positive cumulative earnings and uses an earnings-weighted methodology to select and weight stocks.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its focus on fundamentally weighted strategies. They have a solid track record of innovation in the ETF space.
Management Expertise
WisdomTree has a team of experienced professionals managing their ETFs, with expertise in index construction and portfolio management.
Investment Objective
Goal
To track the investment results of earnings-generating mid-capitalization companies in the U.S.
Investment Approach and Strategy
Strategy: The fund uses an earnings-weighted index to select and weight stocks, focusing on companies with positive cumulative earnings. This is not a market-cap weighted strategy.
Composition The fund primarily holds stocks of U.S. mid-cap companies. The composition varies based on the earnings weighting methodology.
Market Position
Market Share: EZM has a smaller market share compared to broader mid-cap ETFs due to its specialized earnings-weighted strategy.
Total Net Assets (AUM): 529000000
Competitors
Key Competitors
- IVOO
- IJH
- VO
- IWR
Competitive Landscape
The competitive landscape is dominated by broad-based mid-cap ETFs like IVOO, IJH, VO, and IWR. EZM's earnings-weighted strategy differentiates it, potentially leading to outperformance in certain market environments where earnings are highly valued, but can underperform market cap weighted strategies.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers and is subject to change.
Benchmark Comparison: Performance should be compared to a relevant mid-cap index and its earnings-weighted benchmark to assess relative performance.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The fund's average trading volume is moderate, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific earnings trends influence EZM's performance. These factors can influence the fund's ability to meet its investment objective.
Growth Trajectory
EZM's growth is tied to the performance of earnings-generating mid-cap companies. No major changes to the core earnings weighting strategy are expected.
Moat and Competitive Advantages
Competitive Edge
EZM's competitive advantage lies in its unique earnings-weighted strategy, which may offer a different risk-return profile compared to market-cap-weighted mid-cap ETFs. This approach can potentially lead to outperformance when earnings growth is a key driver of stock prices. It also offers a focused approach compared to broader market ETFs. However, it can deviate significantly from market-cap performance.
Risk Analysis
Volatility
EZM's volatility will generally mirror that of the broader mid-cap market, though the earnings-weighted approach may introduce some deviations.
Market Risk
The primary risk is market risk, as the fund's performance is tied to the overall performance of the U.S. mid-cap market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to U.S. mid-cap stocks with a focus on earnings-generating companies.
Market Risk
The fund is suitable for long-term investors looking for diversification within the mid-cap space and who believe in the earnings-weighted approach.
Summary
The WisdomTree U.S. MidCap Earnings Fund (EZM) provides exposure to U.S. mid-cap companies weighted by earnings, differentiating it from market-cap-weighted ETFs. Its performance is influenced by economic conditions, interest rates, and earnings trends. It is suitable for investors seeking exposure to earnings-generating mid-cap companies and who believe in an earnings-weighted approach. EZM has a moderate trading volume and tight bid-ask spreads. While it offers a unique strategy, broader mid-cap ETFs have significantly larger market shares.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- FactSet
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. All data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. MidCap Earnings Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.
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