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Upturn AI SWOT - About
WisdomTree U.S. MidCap Earnings Fund (EZM)
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Upturn Advisory Summary
10/24/2025: EZM (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.35% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 earnings-generating companies in the U.S. equity market. It focuses on companies with positive cumulative earnings.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated team with experience in developing and managing factor-based and fundamentally weighted ETFs.
Investment Objective
Goal
To track the investment results of mid-capitalization earnings-generating companies in the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund does not track a market-cap weighted index. Instead, it uses a fundamentally weighted index based on earnings.
Composition The ETF primarily holds stocks of mid-cap U.S. companies that have positive cumulative earnings.
Market Position
Market Share: The EZM ETF holds a moderate market share within the mid-cap ETF category, but not the dominant market share.
Total Net Assets (AUM): 2005000000
Competitors
Key Competitors
- IJH
- IWR
- VO
- MDY
Competitive Landscape
The mid-cap ETF market is competitive, with several large players like IJH and IWR dominating. EZM's fundamental weighting approach differentiates it. A disadvantage is that a fundamentally weighted approach might underperform capitalization-weighted indexes during certain market conditions. It offers a focused exposure to profitable mid-caps, setting it apart from broader mid-cap ETFs.
Financial Performance
Historical Performance: Historical performance data would need to be pulled from financial data providers.
Benchmark Comparison: Performance should be compared against a broad mid-cap index like the S&P MidCap 400.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average daily trading volume for EZM is moderate, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
EZM's bid-ask spread is generally tight, indicating relatively low transaction costs for investors.
Market Dynamics
Market Environment Factors
EZM is influenced by overall economic growth, interest rates, and the performance of the mid-cap segment of the U.S. equity market.
Growth Trajectory
EZM's growth trajectory depends on the attractiveness of its earnings-weighted strategy and the performance of mid-cap companies with positive earnings. Strategy changes are unlikely without significant changes to the fund's core methodology.
Moat and Competitive Advantages
Competitive Edge
EZM's competitive advantage lies in its unique earnings-weighted methodology, which may provide a different risk-return profile compared to traditional market-cap weighted mid-cap ETFs. This offers exposure to mid-cap companies with proven profitability. Investors looking to diversify their portfolio with a tilt towards earnings-generating companies may find EZM attractive. This methodology differentiates it, making it a compelling choice for investors who believe earnings are a critical factor in long-term performance.
Risk Analysis
Volatility
EZM's volatility is generally in line with other mid-cap ETFs.
Market Risk
EZM is subject to market risk, as its value can fluctuate based on overall market conditions and the performance of its underlying holdings, primarily mid-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for EZM is someone seeking exposure to mid-cap U.S. equities with a focus on companies demonstrating profitability.
Market Risk
EZM is suitable for long-term investors seeking diversified exposure to the U.S. mid-cap market, especially those who prefer a fund that selects holdings based on earnings.
Summary
WisdomTree U.S. MidCap Earnings Fund (EZM) is a mid-cap ETF that uses an earnings-weighted methodology. This provides exposure to mid-cap companies exhibiting positive earnings, potentially offering a different risk/return profile compared to traditional market-cap weighted ETFs. It is suitable for long-term investors looking for a differentiated approach to mid-cap investing. The fund's performance is influenced by economic conditions and the profitability of its holdings. Investors should consider its expense ratio and potential tracking error compared to its benchmark index when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.