EZM - ETF AI Analysis
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WisdomTree U.S. MidCap Fund (EZM)
EZM, the WisdomTree U.S. MidCap Fund, appears to be a solid mid-cap ETF with its rating supported by several strong, diversified holdings. Companies like Renaissancere (RNR), APA, TD SYNNEX (SNX), and Franklin Resources (BEN) contribute positively through strong earnings, solid valuations, and strategic growth initiatives, helping underpin the fund’s overall quality. Some holdings such as Viatris (VTRS), Ovintiv (OVV), AES, and Skyworks (SWKS) face financial or technical challenges, and the mix of energy, financials, and tech exposure means investors should be aware of sector-specific risks and occasional volatility.
EZM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 948.23M
- Region
- North America
- Expense Ratio
- 0.38%
- Beta
- 0.79
- Issuer
- WisdomTree
- Inception Date
- Feb 23, 2007
- Dividend Yield
- 1.21%
- Asset Class
- Equity
- Index Tracked
- WisdomTree U.S. MidCap Index
EZM Summary
The WisdomTree U.S. MidCap Fund (EZM) is an ETF that follows the WisdomTree U.S. MidCap Index, focusing on medium‑sized U.S. companies. These businesses are often past the risky early stage but still have room to grow. The fund spreads your money across many sectors, including financials, industrials, technology, and health care. Well-known holdings include Viatris and Skyworks Solutions. Someone might invest in EZM to seek growth while still getting broad diversification across mid-sized companies. A key risk is that mid-cap stocks can rise and fall sharply with the overall stock market.
How much will it cost me?
EZM has an expense ratio of 0.38%, which means you’ll pay about $3.80 per year for every $1,000 invested. This cost is a bit higher than the average index ETF because it follows a more specialized, rules-based strategy rather than a plain, ultra-low-cost passive index.
What would affect this ETF?
EZM could benefit if the U.S. economy continues to grow, since mid-sized companies in sectors like financials, industrials, and technology often see stronger profits and stock performance in healthy business conditions, and rising energy or materials prices could also help some of its top holdings. On the other hand, higher interest rates, an economic slowdown in the U.S., or tighter financial and health care regulations could hurt mid-cap companies’ access to funding and demand for their products, which would weigh on this ETF.
EZM Top 10 Holdings
EZM leans into U.S. mid-cap energy and industrial names, with APA and Ovintiv acting as powerful engines lately as their shares keep rising, giving the fund a noticeable lift. Entegris and Skyworks add a tech tilt, and their strong, if sometimes overheated, momentum has been another bright spot. On the steadier side, Renaissancere and Jackson Financial help anchor the portfolio with more measured gains. CF Industries has been a bit mixed, occasionally losing steam and modestly holding back returns. Overall, it’s a U.S.-focused, mid-cap story with energy and tech setting the pace.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VTRS | Viatris | 1.68% | $15.77M | $21.86B | 83.74% | 60Neutral |
 APA | APA | 1.12% | $10.53M | $18.51B | 135.80% | 73Outperform |
 CF | Cf Industries Holdings | 0.96% | $8.98M | $18.66B | 48.90% | 72Outperform |
 TSE:OVV | Ovintiv | ― | ― | ― | ― | 60Neutral |
 RNR | Renaissancere Holdings | 0.82% | $7.68M | $13.71B | 33.40% | 78Outperform |
 SWKS | Skyworks Solutions | 0.75% | $7.06M | $20.60B | 10.64% | 70Outperform |
 SNX | TD SYNNEX Corporation | 0.69% | $6.49M | $18.88B | 52.22% | 73Outperform |
 AES | AES | 0.69% | $6.52M | $10.58B | 5.78% | 65Neutral |
 JXN | Jackson Financial Incorporation | 0.70% | $6.56M | $9.14B | 36.86% | 73Outperform |
 ENTG | Entegris | 0.61% | $5.74M | $23.59B | 76.45% | 66Neutral |
EZM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EZM, the sentiment is Positive. The current price of 74.99 is above the 20-day moving average (MA) of 73.36, above the 50-day MA of 73.96, and above the 200-day MA of 72.28, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 61.19 is Neutral, neither overbought nor oversold. The STOCH value of 86.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EZM.
EZM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EZM | $74.99 | $80.00(6.68% Upside) | $948.23M | 0.38% | 70Neutral |
 XMLV | $66.05 | $73.28(10.94% Upside) | $725.79M | 0.25% | 71Outperform |
 BKMC | $39.24 | $48.63(23.94% Upside) | $655.88M | 0.04% | 68Neutral |
 GRPM | $144.72 | $160.56(10.94% Upside) | $616.60M | 0.35% | 74Outperform |
 AVMC | $78.70 | $93.97(19.40% Upside) | $538.14M | 0.18% | 70Outperform |
 JPME | $124.89 | $142.93(14.44% Upside) | $496.12M | 0.24% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EZM | WisdomTree U.S. MidCap Fund | 74.99 | 10.96 | 17.12% | |
| XMLV | Invesco S&P MidCap Low Volatility ETF | 66.05 | 6.15 | 10.27% | |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 39.24 | 3.89 | 11.01% | |
| GRPM | Invesco S&P MidCap 400 GARP ETF | 144.72 | 26.91 | 22.84% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 78.70 | 10.39 | 15.22% | |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 124.89 | 20.58 | 19.73% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.