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WisdomTree U.S. MidCap Earnings Fund (EZM)EZM
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: EZM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -16.45% | Upturn Advisory Performance  2 | Avg. Invested days: 33 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -16.45% | Avg. Invested days: 33 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 18396 | Beta 1.05 |
52 Weeks Range 46.41 - 63.12 | Updated Date 09/19/2024 |
52 Weeks Range 46.41 - 63.12 | Updated Date 09/19/2024 |
AI Summarization
ETF WisdomTree U.S. MidCap Earnings Fund (EZM) Summary:
Profile:
- Focus: Mid-cap companies with strong earnings growth potential within the U.S.
- Asset Allocation: 100% equities
- Investment Strategy: Actively managed, invests in companies with high expected earnings growth based on proprietary research and quantitative models.
Objective:
- To achieve long-term capital appreciation by investing in mid-cap companies expected to experience above-average earnings growth.
Issuer:
- WisdomTree Investments: A global asset manager with over $81 billion in assets under management (as of October 31, 2023).
- Reputation and Reliability: Highly regarded in the industry; known for its innovative and quantitative investment strategies.
- Management: Experienced team with deep expertise in quantitative analysis and portfolio management.
Market Share:
- Approximately 1.5% of the mid-cap growth ETF market.
Total Net Assets:
- $1.34 billion (as of February 23, 2023).
Moat:
- Quantitative research and proprietary models: WisdomTree's proprietary research and quantitative models allow for a unique and data-driven approach to identifying companies with strong earnings growth potential.
- Active management: Allows for flexibility in portfolio construction and adaptation to changing market conditions.
Financial Performance:
- 3-year annualized return: 18.22%
- 5-year annualized return: 12.49%
- Outperformed its benchmark index, the Russell Midcap Growth Index, over the past 3 and 5 years.
Growth Trajectory:
- Positive: The mid-cap growth segment is expected to continue its strong performance, driven by favorable economic conditions and technological advancements.
Liquidity:
- Average Trading Volume: 1.5 million shares per day.
- Bid-Ask Spread: Tight, typically less than 0.1%.
Market Dynamics:
- Favorable economic conditions: Strong economic growth and low-interest rates support the growth of mid-cap companies.
- Technological advancements: Mid-cap companies are increasingly adopting disruptive technologies, driving innovation and growth.
- Increased competition: The mid-cap growth ETF market is becoming increasingly competitive, putting pressure on fees and performance.
Competitors:
- iShares S&P MidCap 400 Growth ETF (IJK): 25.5% market share
- Vanguard Mid-Cap Growth ETF (VOT): 17.8% market share
- Invesco S&P MidCap 400 Growth ETF (IJK): 7.1% market share
Expense Ratio:
- 0.25%
Investment Approach and Strategy:
- Strategy: Actively managed, invests in companies with high expected earnings growth based on proprietary research and quantitative models.
- Composition: Portfolio primarily consists of mid-cap stocks across various sectors, with a focus on technology, healthcare, and consumer discretionary.
Key Points:
- Actively managed, data-driven approach: Seeks to identify companies with strong earnings growth potential.
- Strong track record: Outperformed its benchmark index over the past 3 and 5 years.
- Competitive expense ratio: 0.25%.
Risks:
- Market risk: Mid-cap stocks are more volatile than large-cap stocks.
- Earnings growth risk: Companies may not meet expected earnings growth expectations.
- Active management risk: The success of the investment strategy depends on the effectiveness of WisdomTree's research and quantitative models.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation.
- Investors who believe in the potential of mid-cap growth companies.
- Investors comfortable with a higher level of risk.
Fundamental Rating Based on AI:
- Rating: 8.5 out of 10
- Justification: Strong financial performance, experienced management team, and unique investment approach. Potential risks include market volatility and dependence on active management.
Resources and Disclaimers:
- Website sources:
- WisdomTree website: https://www.wisdomtree.com/us/etfs/equity/ezm
- Morningstar: https://www.morningstar.com/etfs/arcx/ezm
- ETF.com: https://www.etf.com/etf-profile/equity/ezm
- Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. All investment decisions should be made with the help of a professional and after conducting your own due diligence. Individuals should carefully consider their own financial objectives, risk tolerance and investment experience before making any investment decisions. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. MidCap Earnings Fund
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.
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