WisdomTree U.S. MidCap Earnings Fund (EZM)
- Expense ratio0.37%
- Net assets$915.3M
- Dividend yield1.24%
- 1-year return+14.18%
- Holdings505
EZM ETF price chart
EZM quote & trading statistics
EZM performance
Annual returns & drawdowns →- YTD+11.33%
- 1 year+14.18%
- 3 years+16.36%/yr
- 5 years+7.42%/yr
- 10 years+10.64%/yr
- 1Y volatility
- 12.75%
- 3Y volatility
- 16.81%
- 3Y Sharpe ratio
- 0.58
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
EZM top 10 holdings
All holdings →| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | VTRS | Viatris Inc | 1.59% |
| 2 | APA | APA Corporation | 1.08% |
| 3 | OVV | Ovintiv Inc | 0.94% |
| 4 | CF | CF Industries Holdings Inc | 0.92% |
| 5 | RNR | Renaissancere Holdings Ltd | 0.87% |
| 6 | SNX | TD SYNNEX Corporation | 0.76% |
| 7 | AES | The AES Corporation | 0.75% |
| 8 | SWKS | Skyworks Solutions Inc | 0.72% |
| 9 | JXN | Jackson Financial Inc | 0.66% |
| 10 | YZ8 | Permian Resources Corporation | 0.63% |
The top 10 holdings make up 8.9% of the fund (505 holdings in total). As of October 23, 2026.
About WisdomTree U.S. MidCap Earnings Fund
The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is based on a rules-based methodology overseen and implemented by the WisdomTree Core Equity Index Committee. It is non-diversified.
EZM ETF FAQ
What is the EZM expense ratio?
WisdomTree U.S. MidCap Earnings Fund has a net expense ratio of 0.37%, or $37.00 a year for every $10,000 invested.
How much money is in EZM?
WisdomTree U.S. MidCap Earnings Fund has about $915.3M in net assets.
What are the top holdings of EZM?
The largest positions in EZM are Viatris Inc (1.59%), APA Corporation (1.08%), Ovintiv Inc (0.94%). The fund holds 505 securities in total.
How has EZM performed?
EZM returned +14.18% over the past year and +7.42% a year over the past five years, including reinvested distributions.
Does EZM pay dividends?
EZM has a dividend yield of 1.24% and pays distributions quarterly.
When was EZM launched?
WisdomTree U.S. MidCap Earnings Fund began trading on February 23, 2007.