EZMWisdomTree U.S. MidCap Fund
Tracks the price and yield performance of the WisdomTree U.S. MidCap Index.
By WisdomTree · Launched 2007
Annual Cost
0.38%
#1,913 of 6,040 · low cost
Fund Size
$942M
#1,215 of 6,040 · large
Return (1Y)
+13.4%
Track Record
19 years
#444 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,212+12.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Index tracked
WisdomTree US MidCap Index
Holdings
By weightConcentration
Top 10 holdings = 8.3% of funddiversified
Viatris Inc
1.3%
CF Industries Holdings, Inc.
1.1%
APA Corp.
1.0%
Ovintiv Inc
0.8%
Renaissancere Holdings Ltd.
0.8%
AES Corp.
0.7%
Alcoa Corporation
0.7%
Pilgrims Pride Corporation
0.7%
Jackson Financial Inc
0.6%
BorgWarner Inc.
0.6%
Asset allocation
Stocks
100.0%
By sector
Financial Services
19.5%
Consumer Cyclical
15.4%
Industrials
15.3%
Technology
13.0%
Healthcare
10.8%
Energy
6.9%
Real Estate
4.9%
Consumer Defensive
4.9%
Other
9.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.0%Moderate
Year-on-year price swings
Max drawdown
-47.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.88Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. MidCap Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. MidCap Index, investing in mid-cap companies in the U.S. stock market. The Fund generally uses representative sampling and has significant exposure to the Financials, Consumer Discretionary, and Industrials sectors.
- Inception date
- February 23, 2007
- Fund family
- WisdomTree
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Data updated on 2026-09-18