EZM — WisdomTree U.S. MidCap Earnings Fund
WisdomTree U.S. MidCap Earnings Fund (EZM)
EZM pays a 1.24% distribution rate, quarterly, on a 0.38% expense ratio. Its Distribution Safety Score™ is 81 (Safe), giving a Safety-Adjusted Yield of 1.00%. Distributions fell 9.2% over the past year. Total return is 510.3% over the past 19.5 years, 153.7 points behind SPY at 664.0%. Its deepest 1-year drawdown was 8.7%.
WisdomTree U.S. MidCap Earnings Fund is an ETF that tracks a fundamentally weighted index of earnings-generating mid-cap U.S. companies, investing at least 95% of assets in index component securities. The fund offers a modest current distribution rate and pays distributions quarterly, with an expense ratio of 0.38%. It appeals to equity income investors seeking mid-cap exposure with a fundamental weighting approach rather than traditional market-cap weighting.
EZM key facts
- Distribution Safety Score™
- 81 · Safe
- Safety-Adjusted Yield
- 1.00%
- Issuer
- WisdomTree
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 02/23/2007
- Expense ratio
- 0.38%
- Distribution rate
- 1.24%
- Distribution frequency
- Quarterly
- Trailing yield
- 1.18%
- Last close
- $77.63
- AUM
- $967,139,249
- Average volume
- 10400.0
- Last dividend
- $0.2400
- Ex-dividend date
- 06/25/2026
- Payment date
- 06/29/2026
- Beta
- 0.97
- P/E ratio
- 16.5366
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