(EZM) WisdomTree U.S. MidCap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US97717W5702
EZM: Mid-Cap, Stocks, Earnings, Generating, Shares
The WisdomTree U.S. MidCap Earnings Fund (EZM) primarily invests in mid-capitalization U.S. companies that generate earnings, offering exposure to this segments growth potential. The fund allocates at least 95% of its assets to index components or equivalent economic holdings, reflecting its commitment to tracking the indexs performance. By focusing on earnings-generating firms, the fund seeks to provide stability and growth opportunities, leveraging mid-caps unique position between small and large caps.
From a technical standpoint, EZM shows short-term strength with its last price above the SMA20. However, the SMA50 slightly above the last price and SMA200 indicating a longer-term downtrend suggest potential resistance and challenges. The ATR reflects moderate volatility, signaling manageable risk levels for investors seeking stability.
Fundamentally, EZMs AUM of $715.62M underscores investor confidence in its strategy. Mid-caps often represent a balance between growth and stability, attracting those who seek exposure beyond large caps without the volatility of small caps. This positioning can offer undervalued growth opportunities, supported by the funds focus on earnings-driven companies.
Additional Sources for EZM ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
EZM ETF Overview
| Market Cap in USD | 765m |
| Category | Small Value |
| TER | 0.38% |
| IPO / Inception | 2007-02-23 |
EZM ETF Ratings
| Growth Rating | 60.3 |
| Fundamental | - |
| Dividend Rating | 39.7 |
| Rel. Strength | -3.35 |
| Analysts | - |
| Fair Price Momentum | 59.55 USD |
| Fair Price DCF | - |
EZM Dividends
| Dividend Yield 12m | 1.26% |
| Yield on Cost 5y | 2.49% |
| Annual Growth 5y | 0.92% |
| Payout Consistency | 92.4% |
| Payout Ratio | % |
EZM Growth Ratios
| Growth Correlation 3m | 53.2% |
| Growth Correlation 12m | 3.4% |
| Growth Correlation 5y | 79.5% |
| CAGR 5y | 14.53% |
| CAGR/Max DD 5y | 0.62 |
| Sharpe Ratio 12m | -0.33 |
| Alpha | -3.10 |
| Beta | 0.900 |
| Volatility | 18.42% |
| Current Volume | 16.7k |
| Average Volume 20d | 15.8k |
As of June 21, 2025, the stock is trading at USD 60.52 with a total of 16,709 shares traded.
Over the past week, the price has changed by +0.43%, over one month by -1.58%, over three months by +0.81% and over the past year by +6.34%.
Yes. Based on ValueRay´s Analyses, WisdomTree U.S. MidCap (NYSE ARCA:EZM) is currently (June 2025) a good stock to buy. It has a ValueRay Growth Rating of 60.34 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EZM is around 59.55 USD . This means that EZM is currently overvalued and has a potential downside of -1.6%.
WisdomTree U.S. MidCap has no consensus analysts rating.
According to our own proprietary Forecast Model, EZM WisdomTree U.S. MidCap will be worth about 66.9 in June 2026. The stock is currently trading at 60.52. This means that the stock has a potential upside of +10.53%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 66.9 | 10.5% |