PortView
WisdomTree U.S. MidCap Fund (EZM) ETF Holdings & Analysis
ETFOther
Track EZM in your portfolio for free · Portfolio tracker
What EZM does
Generally, the WisdomTree U.S. MidCap Fund dedicates a minimum of 95% of its total assets (excluding collateral from securities lending) to either the constituent securities of its underlying index or to investments that mirror their economic characteristics. Its underlying index employs a fundamental weighting strategy, focusing on profitable, mid-capitalization U.S. companies. Furthermore, this fund is classified as non-diversified.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Viatris Inc | 1.63% | |
| APA Corp | 1.11% | |
| CF Industries Holdings Inc | 0.95% | |
| Ovintiv Inc | 0.94% | |
| Renaissancere Holdings Ltd | 0.86% | |
| TD Synnex Corp | 0.74% | |
| Skyworks Solutions Inc | 0.72% | |
| AES Corp/The | 0.71% | |
| Jackson Financial Inc-A W/I | 0.69% | |
| Permian Resources Corp | 0.63% |
Sector allocation
| Financial Services | 19.24% |
| Industrials | 15.34% |
| Consumer Cyclical | 14.85% |
| Technology | 13.94% |
| Healthcare | 11.42% |
| Energy | 6.67% |
| Real Estate | 4.86% |
| Consumer Defensive | 4.64% |
| Basic Materials | 4.04% |
| Utilities | 3.20% |
| Communication Services | 1.79% |
Geographic allocation
| United States | 96.33% |
| Bermuda | 2.27% |
| Ireland | 0.60% |
| Puerto Rico | 0.37% |
| Sweden | 0.33% |
| Kazakhstan | 0.09% |
| Other | 0.01% |
PortView Portfolio Insights
PortView analyzes how EZM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze EZM in PortView →Related securities
Related stocks
Frequently asked questions
- What does EZM track?
- EZM is the WisdomTree U.S. MidCap Fund, a Other ETF.
- What is the expense ratio of EZM?
- Expense ratio data for EZM is shown on the page when available from our data provider.
- What are the largest holdings in EZM?
- Top holdings include VTRS, APA, CF, OVV, RNR.
- How can PortView analyze EZM overlap with other ETFs?
- PortView computes the holdings overlap between EZM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.