· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $62.79Day −0.70%1Y +18.1%Off 52W high −4.2%Vol (1Y) 15.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 5,282 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.3d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
EWL is not in the screener universe.
| YTD+6.6% |
| 1Y+18.1% |
| 3Y+39.3% |
| 5Y+38.6% |
| 10Y+154.0% |
| Since incept. (ann.)+8.5% |
Total return through 2026-07-29 · series begins 2005-07-25. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)15.7% |
| Ann. volatility (3Y)14.8% |
| Sharpe (1Y)1.15 |
| Sharpe (3Y)0.82 |
| Max drawdown (1Y)−13.5% |
| Max drawdown (3Y)−13.5% |
| Beta (3Y vs SPY)0.60 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.1M | $124M | — | +6.2% |
| 1607 Capital Partners, LLC | 1.3M | $77M | — | −12.7% |
| Fisher Asset Management, LLC | 1.1M | $66M | — | −4.5% |
| MORGAN STANLEY | 1.1M | $62M | — | +6.2% |
| Allspring Global Investments Holdings, LLC | 951,171 | $56M | — | −21.2% |
| UBS Group AG | 898,227 | $53M | — | +131.5% |
| Vontobel Holding Ltd. | 660,941 | $39M | — | −2.0% |
| Millburn Ridgefield LLC /DE/ | 541,025 | $32M | — | +8.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for EWL.
