WisdomTree U.S. MidCap Fund
EZM
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 250 West 34th Street, 3rd Floor New York NY United States of America 10119
- IPO Date
- Feb 23, 2007
- CIK
- 0001350487
- Website
- wisdomtree.com
- Similar Companies
- Business
- WisdomTree U.S. MidCap Fund (EZM) is an exchange-traded fund that seeks to track the investment results of the WisdomTree U.S. MidCap Index, a fundamentally weighted index measuring the performance of earnings-generating companies within the mid-capitalization segment of the U.S. equity market. The fund provides broad exposure to profitable U.S. mid-cap equities, focusing on companies in the top 75% of the market capitalization of the WisdomTree Earnings Index after excluding the 500 largest companies; it emphasizes sectors such as industrials, financials, and consumer discretionary, with a portfolio characterized by a dividend yield of 1.71%, price/earnings ratio of 15.71, and net buyback yield of 2.93% as of July 2025. EZM offers investors a complement or replacement to traditional mid-cap active and passive strategies, targeting favorable valuations through its earnings-focused methodology; the fund maintains an expense ratio of 0.38%, total assets of approximately $793 million, and distributes income with a yield of 1.59%. Launched on February 23, 2007, and formerly known as WisdomTree U.S. MidCap Earnings Fund, it trades on NYSE Arca with CUSIP 97717W570 and primarily allocates to U.S.-domiciled companies (95.46%), with minor exposures to Ireland, the United Kingdom, and other jurisdictions. Operated by WisdomTree, Inc., a global financial innovator headquartered in New York, NY, and founded in 2005 as a Delaware corporation, the issuer manages a diverse suite of over 200 exchange-traded products (ETPs), models, solutions, and digital asset-related offerings across North America, EMEA (including London, Dublin, Milan, and Israel), and South America. WisdomTree's products empower investors with access to public and private markets, including tokenized real-world assets, stablecoins, and platforms like WisdomTree Prime and WisdomTree Connect; the firm oversees approximately $128.5 billion in global assets under management. In recent developments, WisdomTree announced in July 2025 a definitive agreement to acquire Ceres Partners, LLC, a leading U.S. farmland investment manager with $1.85 billion in assets across 545 properties in 12 states, for $275 million upfront cash plus up to $225 million in earnouts contingent on revenue growth targets through 2030; the transaction, expected to close in Q4 2025, marks WisdomTree's strategic entry into private asset markets, starting with farmland and adjacencies like solar leasing, AI data infrastructure, and water resources. The acquisition, completed as part of WisdomTree's expansion beyond ETPs into high-growth real assets, delivers day-one accretion and positions the firm to raise over $750 million in new farmland assets by 2030 while doubling base fee revenue. Additionally, in May 2025, WisdomTree expanded its global footprint through a strategic collaboration in Korea, enhancing distribution of its ETP suite in Asia.