Morningstar

WisdomTree U.S. MidCap Earnings Fund EZM

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis EZM

Will EZM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EZM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EZM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EZM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree U.S. MidCap Earnings ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EZM

More EZM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Viatris Inc

1.59 14M
Healthcare

APA Corp

0.95 9M
Energy

CF Industries Holdings Inc

0.91 8M
Basic Materials

TD Synnex Corp

0.84 8M
Technology

RenaissanceRe Holdings Ltd

0.81 7M
Financial Services

Ovintiv Inc

0.79 7M
Energy

The AES Corp

0.71 6M
Utilities

Jackson Financial Inc

0.70 6M
Financial Services

Entegris Inc

0.68 6M
Technology

Franklin Templeton Inc

0.64 6M
Financial Services

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