WisdomTree U.S. MidCap Fund

The WisdomTree U.S. MidCap Fund (EZM) is a passively managed, non-diversified exchange-traded fund (ETF) launched on February 23, 2007, and listed on the New York Stock Exchange Arca, with approximately $907 million in assets under management. The fund seeks to track the price and yield performance of the WisdomTree U.S. MidCap Earnings Index, a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the U.S. equity market, weighting constituents based on their share of aggregate earnings. EZM allocates a minimum of 95% of its total assets to the constituent securities of its underlying index, holding approximately 500+ securities across diversified sectors, with its heaviest exposure to Financial Services, Industrials, and Consumer Cyclical. The fund offers investors a cost-efficient vehicle for mid-cap value exposure, with a net expense ratio of 0.38%, a trailing dividend yield of approximately 1.26–1.28%, and a price-to-earnings ratio of approximately 16x.