QMID - ETF AI Analysis
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WisdomTree U.S. MidCap Quality Growth Fund (QMID)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The fund has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across several major sectors like consumer cyclical, health care, industrials, technology, and financials, helping reduce reliance on any single industry.
Strong Contributors Among Top Holdings
Several of the largest positions, such as Neurocrine, Everest Group, DaVita, Permian Resources, and Ralph Lauren, have delivered strong performance, supporting the fund’s overall returns.
Negative Factors
Single-Country Exposure
The fund is almost entirely invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance in Top Holdings
Some key holdings, including Tenet Healthcare, Toast, Deckers Outdoor, Somnigroup International, and Medpace Holdings, have shown weak or negative performance, which can drag on the fund.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees may take a noticeable bite out of long-term returns compared with cheaper index ETFs.
QMID vs. SPDR S&P 500 ETF (SPY)
AUM2.19M
RegionNorth America
Expense Ratio0.38%
Beta0.85
IssuerWisdomTree
Inception DateJan 25, 2024
Dividend Yield0.49%
Asset ClassEquity
Index TrackedWisdomTree U.S. MidCap Quality Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume179
30 Day Avg. Volume373
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
35.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering124
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QMID Summary
QMID is the WisdomTree U.S. MidCap Quality Growth Fund, an ETF that follows the WisdomTree U.S. MidCap Quality Growth Index. It invests in medium‑sized U.S. companies with strong business performance and growth potential across sectors like health care, technology, and consumer brands. Well-known holdings include Tenet Healthcare and Ralph Lauren. Someone might invest in QMID to tap into the growth potential of mid-sized companies while spreading money across many different industries. A key risk is that mid-cap growth stocks can be more volatile, so the fund’s value can go up and down significantly with the stock market.
How much will it cost me?The ETF has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average because the fund is actively managed, focusing on selecting mid-cap growth companies with strong quality characteristics. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The WisdomTree U.S. MidCap Quality Growth Fund (QMID) could benefit from continued economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its portfolio. However, rising interest rates or economic slowdowns could negatively impact growth-focused mid-cap companies, as they often rely on favorable borrowing conditions and consumer spending to expand. Regulatory changes or sector-specific challenges in industries like healthcare or consumer cyclical could also influence the fund's performance.
QMID Top 10 Holdings
QMID leans into U.S. mid-cap growth with a clear tilt toward tech and health care, and that’s where much of the action is. Software names like Dynatrace and Atlassian have been rising over the past few months, helping power returns, while Medpace and Exelixis add steady strength from the health care side. Permian Resources brings an energetic boost from the energy patch, though its commodity sensitivity can make the ride bumpier. On the flip side, Toast has been lagging, acting as a small speed bump in an otherwise solid, domestically focused growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Atlassian | 2.59% | $57.07K | $52.35B | 43.05% | 66 Neutral | |
| Tenet Healthcare | 1.96% | $43.26K | $21.24B | 39.14% | 74 Outperform | |
| Nutanix | 1.48% | $32.69K | $20.19B | 9.20% | 62 Neutral | |
| Dynatrace | 1.41% | $31.11K | $18.35B | 32.40% | 77 Outperform | |
| Permian Resources | 1.39% | $30.70K | $19.29B | 88.77% | 81 Outperform | |
| Medpace Holdings | 1.39% | $30.60K | $17.08B | 22.11% | 79 Outperform | |
| Toast Inc | 1.32% | $29.09K | $18.19B | -10.49% | 73 Outperform | |
| Everest Group | 1.29% | $28.36K | $14.12B | 6.25% | 64 Neutral | |
| Exelixis | 1.25% | $27.42K | $14.83B | 56.91% | 78 Outperform | |
| Ralph Lauren | 1.18% | $25.99K | $22.10B | 19.99% | 78 Outperform |
QMID Technical Analysis
Positive
―
Price Trends
29.92
Negative
29.48
Negative
28.95
Positive
Market Momentum
-0.21
Negative
50.45
Neutral
78.42
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QMID, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.13, equal to the 50-day MA of 29.92, and equal to the 200-day MA of 28.95, indicating a neutral trend. The MACD of -0.21 indicates Negative momentum. The RSI at 50.45 is Neutral, neither overbought nor oversold. The STOCH value of 78.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QMID.
QMID Peer Comparison
Comparison Results
Performance Comparison
QMID
WisdomTree U.S. MidCap Quality Growth Fund
29.36
1.48
5.31%
PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
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TSCM
TimesSquare Quality Mid Cap Growth ETF
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JMID
Janus Henderson Mid Cap Growth Alpha ETF
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FEMG
Fidelity Enhanced Mid Cap Growth ETF
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AEMG
Harbor AlphaEdge Mid Cap Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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