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Beacon

EZMWisdomTree U.S. MidCap Fund

Grow my money19y track recordRanked #599 of 2,999 in this goal

Tracks the price and yield performance of the WisdomTree U.S. MidCap Index.

By WisdomTree · Launched 2007

Annual Cost

0.38%

#1,830 of 5,861 · low cost

Fund Size

$939M

#1,172 of 5,861 · large

Return (1Y)Goal

+21.8%

Track Record

19 years

#437 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,237+22.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Index tracked

WisdomTree US MidCap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 8.3% of fund✓ well diversified

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
19.4%
Industrials
17.0%
Consumer Cyclical
15.6%
Technology
13.5%
Healthcare
10.2%
Energy
5.8%
Real Estate
5.0%
Consumer Defensive
4.7%
Other
8.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.7%Moderate

Year-on-year price swings

Max drawdown
-47.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.55Decent risk-adjusted returns
Sortino (3Y)
0.82Moderate 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 2026-08-04