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Upturn AI SWOT - About
WisdomTree U.S. MidCap Earnings Fund (EZM)
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Upturn Advisory Summary
04/01/2025: EZM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -15.92% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 36328 | Beta 1.15 | 52 Weeks Range 55.10 - 68.29 | Updated Date 04/2/2025 |
52 Weeks Range 55.10 - 68.29 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree U.S. MidCap Earnings Fund
ETF Overview
Overview
The WisdomTree U.S. MidCap Earnings Fund (EZM) seeks to track the investment results of dividend-paying mid-cap companies with positive earnings in the United States. It focuses on companies within the mid-capitalization range, prioritizing those with strong earnings.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its fundamentally weighted indexing strategies.
Management Expertise
WisdomTree has a dedicated team with expertise in ETF management and fundamental index construction.
Investment Objective
Goal
To track the investment results of dividend-paying mid-cap companies with positive earnings in the United States.
Investment Approach and Strategy
Strategy: The fund uses a fundamentally weighted index, focusing on earnings instead of market capitalization.
Composition Primarily holds stocks of mid-cap U.S. companies with positive earnings.
Market Position
Market Share: Market share data is variable and depends on the specific segment considered within the mid-cap value ETF space.
Total Net Assets (AUM): 1588500000
Competitors
Key Competitors
- IWR (iShares Russell Mid-Cap ETF)
- IJH (iShares Core S&P Mid-Cap ETF)
- VO (Vanguard Mid-Cap ETF)
Competitive Landscape
The mid-cap ETF market is highly competitive. EZM distinguishes itself with its earnings-weighted approach, which may offer advantages in certain market environments. Competitors like IWR and IJH are market-cap weighted and offer broader exposure, with larger asset bases. EZM may outperform during periods when earnings growth is a key driver of stock performance, but may underperform during periods when market capitalization dominates.
Financial Performance
Historical Performance: Historical performance varies depending on the time period. Consult fund fact sheets and financial websites for specific return figures.
Benchmark Comparison: The ETF is benchmarked against its proprietary earnings-weighted index.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
Average daily trading volume indicates moderate liquidity, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting adequate liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and earnings growth of mid-cap companies influence EZM's performance.
Growth Trajectory
Growth is tied to the performance of the mid-cap earnings segment of the market.
Moat and Competitive Advantages
Competitive Edge
EZMu2019s competitive edge lies in its unique earnings-weighted methodology. This approach potentially identifies undervalued companies with strong earnings potential, which distinguishes it from market-cap weighted competitors. The focus on profitability can also lead to higher quality holdings. This weighting system can benefit from positive earnings surprises and efficient capital allocation within the mid-cap space. However, this method may also lead to higher turnover and transaction costs.
Risk Analysis
Volatility
Volatility is typical for mid-cap equities and can be influenced by market sentiment and economic conditions.
Market Risk
The ETF is subject to market risk, sector concentration risk, and the risk of selecting companies with declining earnings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the mid-cap segment of the U.S. equity market with a focus on companies demonstrating positive earnings.
Market Risk
Suitable for long-term investors seeking capital appreciation and dividend income with a moderate risk tolerance.
Summary
The WisdomTree U.S. MidCap Earnings Fund (EZM) provides exposure to dividend-paying mid-cap U.S. companies with positive earnings, utilizing a unique earnings-weighted approach. This approach differentiates it from standard market-cap weighted mid-cap ETFs. The ETF is suitable for investors seeking long-term capital appreciation and dividend income. However, potential investors should consider the volatility associated with mid-cap stocks and the unique risks associated with the earnings-weighted strategy. Compared to the market-cap weighted ETFs it provides a specific selection strategy that has the potential for growth.
Similar Companies
- RFG
- PDP
- MDY
- IWR
- IJH
- VO
Sources and Disclaimers
Data Sources:
- WisdomTree Fund Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market data is subject to change.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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