Small Value · NYSE ARCA · USD · Data as of 2026-05-16
AUM
$886.00M
Expense ratio
0.38%
Yield
1.29%
YTD return
+8.69%
Last price
$71.00
Broad Equity · Coverage 75% · low
Today
59.1
Outlook
59.7
Block A (composite-derived)
68.0
Block C (market behavior)
60.7
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
68.0
Coverage 75% · medium
Liquidity
—
Expenses
80.0
Performance
—
Volatility
47.5
Dividend
30.0
Concentration
95.0
Smart Money
61.5
Activist
98.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
WisdomTree U.S. MidCap Earnings Fund (EZM) is an exchange-traded fund from WisdomTree in the Mixed asset class. Launched in 2007. Assets under management: 886,000,832.
Bullish Whales composite rating: 68 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: activist exposure, concentration, expenses.
Annualized one-year realized volatility 15%, classified moderate. Weakest axes: dividend, volatility.
Top-10 weight 0%, diversified, led by VTRS. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe WisdomTree U.S. MidCap Fund is an exchange-traded fund (ETF) that targets mid-capitalization companies in the United States. This fund aims to provide exposure to mid-sized firms that often offer a balance between growth potential and stability. It follows the WisdomTree U.S. MidCap Earnings Index, emphasizing earnings quality as a primary selection criterion. By concentrating on mid-cap stocks, it plays a significant role in diversifying portfolios that might otherwise focus mainly on large-cap or small-cap companies. This fund touches upon a variety of industries, such as technology, industrials, healthcare, and consumer services, reflecting the dynamic nature of the U.S. mid-cap segment. The fund is structured to facilitate access to the relatively untapped growth opportunities within the mid-cap space, while also suppressing volatility compared to smaller stocks. Within the financial market, the WisdomTree U.S. MidCap Fund caters to investors seeking long-term capital appreciation through disciplined earnings-based equity selection in the mid-cap arena. Its performance is closely watched as a barometer of the mid-tier economic environment in the U.S., offering nuanced insights into sectors beyond the reach of larger firms.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $886,000,832. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EZM are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.