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EZM ETF · WisdomTree U.S. MidCap Fund
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +8.52%  | +2.73%  | +25.44% | +50.60% | +42.25%  | +6.01% | +6.01% | +6.96% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +2.73% | +25.44% | +50.60% | +42.25% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about EZM ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
EZM’s has a Final Sustainability Grade of either B+, B, or B-.
Replication
Issuer
| AuM | ||
|---|---|---|
USFR | WisdomTree Floating Rate Treasury Fund | €14.55B |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | €14B |
PHAU | WisdomTree Physical Gold | €6.52B |
DXJ | WisdomTree Japan Hedged Equity Fund | €5.33B |
DLN | WisdomTree LargeCap Dividend Fund | €5.08B |
Frequently asked questions about EZM
What does WisdomTree U.S. MidCap Fund, EZM, invest in?
EZM is a Passive ETF. This ETF provides exposure to Other Mid Cap US Equities.
Which benchmark or index does EZM replicate?
EZM tracks the WisdomTree U.S. MidCap Total Return Index - USD, through a optimized sampling replication method.
What is the Total Expense ratio (TER) of EZM?
EZM carries a total expense ratio (TER) of 0.38%, indicating the annual cost for holding the fund.
When was EZM launched?
EZM was introduced to the market on February 23, 2007. It trades on United States
Who is the ETF issuer of EZM?
WisdomTree U.S. MidCap Fund, EZM, is provided by WisdomTree. Learn more about WisdomTree here.
What is the current assets under management (AUM) of EZM?
EZM oversees €747M in assets as of April 29, 2026.
How has EZM performed lately?
Based on data from April 29, 2026, EZM returned 8.52% over the past month, 2.73% over the last three months and 6.96% year-to-date.
What are the latest inflows or outflows for EZM?
As of April 29, 2026, EZM recorded net flows of -€6.1M over the last month and +€5.6M year-to-date.
Does EZM distribute dividends?
EZM follows a distributing dividend policy, meaning it pays out income to investors. As of April 29, 2026, its 12-month trailing yield was 1.31%.
What are the main country or region exposures of EZM?
As of March 31, 2026, EZM has significant geographic allocations in USA and Bermuda.
In which sector or theme does EZM invest in?
As of March 31, 2026, EZM focuses largely on Financials, Consumer Discretionary and Industrials.
How many securities does EZM hold and how diversified is it?
As of March 31, 2026, EZM holds 509 positions in its portfolio, with 11.33% of assets concentrated in its top 15 holdings.
What are the main positions in EZM?
As of March 31, 2026, EZM top three holdings include VIATRIS INC, CF INDUSTRIES HOLDINGS and APA CORPORATION.
What is the base currency of EZM?
The base currency of EZM is USD.
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