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Follow the Rules with Mid-Cap Allocations | Model Portfolio Channel


Teenagers can be a handful, but your U.S. mid-cap equity allocation doesn’t have to be.
On February 23, WisdomTree celebrated the 14th birthday of its U.S. core equity ETF family, and the WisdomTree U.S. MidCap Fund (EZM) got to blow out the candle.
Launched in 2007, EZM pioneered our rules-based, earnings-weighted methodology, an alternative to market capitalization-weighted strategies that track mid-cap Indexes like the S&P 400 or Russell Midcap Index.
While WisdomTree has always believed in the size premium for mid- and small-cap companies, we find that what you own is more important than owning them outright. That means it’s important to be selective in your pursuit of healthy, opportunistic mid-cap companies, and we think that EZM’s rules-based approach is designed to deliver exactly that. ....

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