ETF Evaluator:
WisdomTree U.S. Mid Cap Quality Gr ()
Follow This ETF
(as of Aug 26)
Best Performing in Mid-Cap Growth Over the Last Year
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ETF Details
WisdomTree U.S. Mid Cap Quality Gr Overview
WisdomTree U.S. Mid Cap Quality Gr (QMID) is a passively managed U.S. Equity Mid-Cap Growth exchange-traded fund (ETF). WisdomTree launched the ETF in 2024.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. MidCap Quality Growth Index.
Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index, each of which is a security issued by a mid-cap company, identified in accordance with the index provider’s market-capitalization selection parameters, that is incorporated and headquartered in the United States.
About WisdomTree U.S. Mid Cap Quality Gr (QMID)
There are 5 members of the management team with an average tenure of 2.52 years: Marlene Walker-Smith (2024), David France (2024), Todd Frysinger (2024), Vlasta Sheremeta (2024) and Michael Stoll (2024). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 1 primary benchmark: WisdomTree US Mid Qual Grt TR USD index with a weighting of 100%. WisdomTree U.S. Mid Cap Quality Gr has 126 securities in its portfolio. The top 10 holdings constitute 13.2% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
WisdomTree U.S. Mid Cap Quality Gr is part of the Equity global asset class and is within the U.S. Equity ETF group. WisdomTree U.S. Mid Cap Quality Gr has 0.9% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 98.9% There is 0.9% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree U.S. Mid Cap Quality Gr has 0.1% of the portfolio in cash.
Assets Under Management
The fund has $2 million in total assets, which is below the $1 billion average for the Mid-Cap Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
QMID Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree U.S. Mid Cap Quality Gr expense ratio is below average compared to funds in the Mid-Cap Growth category. WisdomTree U.S. Mid Cap Quality Gr has an expense ratio of 0.38%, which is 28% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree U.S. Mid Cap Quality Gr has a portfolio turnover rate of 79%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 166% for the Mid-Cap Growth category.
Recently, in the month of July 2026, WisdomTree U.S. Mid Cap Quality Gr returned 1.2%, which earned it a grade of A, as the Mid-Cap Growth category had an average return of -6.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
WisdomTree U.S. Mid Cap Quality Gr has a trailing yield of 0.49%, which is above the 0.41% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
WisdomTree U.S. Mid Cap Quality Gr Grades
Year to date, the ETF has returned 5.3%, 4.1 percentage points worse than the category, which translates into a grade of D. The fund has returned 8.6% over the past year (grade of D).
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QMID Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| QMID Return (NAV) | 1.2% | 4.3% | 8.6% | na | na | na |
| QMID Return (Price) | 2.7% | 5.8% | 11.0% | na | na | na |
| NAV +/- Price Return | -1.449% | -1.494% | -2.381% | na | na | na |
| Mid-Cap Growth Avg | -6.0% | 2.2% | 13.8% | 14.5% | 4.1% | 11.9% |
| QMID Grade (NAV) | A | B | D | na | na | na |
| +/- Category (NAV) | 7.3% | 2.1% | -5.2% | na | na | na |
| QMID Tax-Cost Ratio | na | na | 0.1% | na | na | na |
QMID Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| QMID Return (NAV) | 5.3% | 5.1% | na | na | na | na | na | na | na | na | na |
| QMID Return (Price) | 6.8% | 5.0% | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | 0.278% | -0.012% | na | na | na | na | na | na | na | na | na |
| Mid-Cap Growth Avg | 9.5% | 11.5% | 20.5% | 23.6% | -30.6% | 9.4% | 50.3% | 29.2% | -8.2% | 29.5% | 7.9% |
| QMID Grade (NAV) | D | D | na | na | na | na | na | na | na | na | na |
| +/- Category | -4.1% | -6.4% | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | 0.5% |
| Total Assets: | $ 2 Mil |
| Share Class Assets: | $ 2 Mil |
| Turnover: | 79.0% |
| Expense Ratio: | 0.38% |
| Index Fund: | Yes |
| Index Tracked: | WisdomTree US Mid Qual Grt TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 2.5 years | |||
| Average Tenure: 2.5 years | |||
| Managers (Year): Walker-Smith Marlene (2024), France David (2024), Frysinger Todd (2024), Sheremeta Vlasta (2024), Stoll Michael (2024) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 126 |
| % in Top 10 Holdings: | 13.2% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 0.9% |
Portfolio Allocation |
|
| Domestic Stock: | 98.9% |
| Foreign Stock: | 0.9% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.1% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Inception Date: | January 23, 2024 |
Expenses and Fees
| Expense Ratio (%): | 0.38% (Rating: Below Avg) |
| Category Average Expense Ratio (%): | 0.53% |
