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WisdomTree U.S. MidCap Earnings Fund (EZM)

38.23
Delayed Data
As of Nov 20
 +0.191 / +0.50%
Today’s Change
33.23
Today|||52-Week Range
38.26
+11.71%
Year-to-Date

Investment Objective

The investment seeks to track the price and yield performance- before fees and expenses- of the WisdomTree U.S. MidCap Earnings Index. 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.

Earnings or Revenue-Weighted ETFs: Q3 Winners
Nov 15 / Zacks.com - Paid Partner Content
 

Performance

1 month+0.73% 3 years+9.03%
3 months+9.77% 5 years+15.62%
1 year+16.52% Since inception+9.48%
Data through 11/21/2017

Quote Details

Previous close$38.04
Open day’s range37.92 – 38.26
Net asset value (NAV)38.19 (11/20/2017)
Daily volume38,704
Average volume (3 months)58,078
Data as of 8:00pm ET, 11/20/2017

Peer Comparisonvs. Mid-cap blend ETFs

 EZMCategory
Performance 5-yr return+15.62%+12.86%
Expense Gross exp ratio0.38%1.11%
Risk 5 year sharpe ratio1.241.16
Net assets$892.2M$2.2B
Average market cap$4.3B$7.7B
Average P/E20.022.6
Dividend / Share--0.10%

Competitors

VO Vanguard Mid-Cap Index Fund ETF Shares
SCHM Schwab U.S. Mid-Cap ETF™
CZA Guggenheim Mid-Cap Core ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 17.44%
Industrial materials 14.70%
Consumer goods 11.60%
Business service 10.09%
Healthcare 9.48%
Top 10 Holdings
Portfolio weighting
USG USG Corp1.27%
FSLR First Solar Inc0.98%
PPC Pilgrims Pride Corp0.86%
SC Santander Consumer USA Holdings Inc0.80%
UTHR United Therapeutics Corp0.76%
OC Owens Corning0.74%
TOL Toll Brothers Inc0.71%
MAN ManpowerGroup Inc0.71%
CAA CalAtlantic Group Inc0.66%
TRN Trinity Industries Inc0.63%