What if you'd held EZM?
A $1,000 investment in WisdomTree U.S. MidCap Fund (EZM) at the month-end close of 2007-02 would be worth $6,233 at the close of 2026-08 — +523.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,479.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2007
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2007 | $1,000 | — |
| 2008 | $649 | -35.1% |
| 2009 | $975 | +50.1% |
| 2010 | $1,225 | +25.7% |
| 2011 | $1,236 | +0.9% |
| 2012 | $1,456 | +17.8% |
| 2013 | $2,041 | +40.2% |
| 2014 | $2,212 | +8.4% |
| 2015 | $2,107 | -4.8% |
| 2016 | $2,523 | +19.8% |
| 2017 | $2,962 | +17.4% |
| 2018 | $2,596 | -12.4% |
| 2019 | $3,232 | +24.5% |
| 2020 | $3,411 | +5.5% |
| 2021 | $4,468 | +31.0% |
| 2022 | $3,922 | -12.2% |
| 2023 | $4,695 | +19.7% |
| 2024 | $5,178 | +10.3% |
| 2025 | $5,614 | +8.4% |
| 2026 | $6,480 | +15.4% |
Best and worst month-end to buy
The best single month-end close to have bought EZM was 2009-02 ($6.36): $1,000 then is $12,053 today. The worst was 2026-08 ($76.66): $1,000 then is $1,000.
FAQ
What would $1,000 in EZM be worth today?
A $1,000 investment in WisdomTree U.S. MidCap Fund (EZM) at the start of 2007 would be worth about $6,233 today, a total return of +523.3%. Dividends are reinvested in these figures.
What were the best and worst years for EZM?
WisdomTree U.S. MidCap Fund (EZM)'s strongest calendar year since 2007 was 2009, a +50.1% return — $1,000 held through that year became about $1,501 by year-end. Its weakest year was 2008, at -35.1%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in EZM have grown?
Investing $100 at the end of every month since 2007-02 would have grown to about $81,398 on $23,500 invested.
Did EZM beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $5,479. EZM beat the S&P 500 by +13.8% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
WisdomTree U.S. MidCap Fund (EZM) historical total-return data from 2007-02 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.