· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $55.38Day +1.01%Off 52W high −1.2%Vol (1Y) 12.5%
Daily closing price, split-adjusted to the current basis; 0.6y shown of 143 bars on file. Sampled to 143 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
USEW is not in the screener universe.
| YTD+9.7% |
Total return through 2026-07-30 · series begins 2025-12-18. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)12.5% |
| Ann. volatility (3Y)12.5% |
| Sharpe (1Y)1.48 |
| Sharpe (3Y)1.48 |
| Max drawdown (1Y)−7.8% |
| Max drawdown (3Y)−7.8% |
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 |
|---|---|---|---|---|
| Prism Advisors, Inc. | 757,626 | $37M | — | +0.0% |
| Cresset Asset Management, LLC | 521,395 | $25M | — | −0.3% |
| MAI Capital Management | 295,035 | $14M | — | +0.0% |
| Quantinno Capital Management LP | 108,492 | $5M | — | +186.0% |
| Clearview Wealth Management LLC | 72,093 | $4M | — | new |
| Astra Wealth Partners LLC | 54,645 | $3M | — | +5.5% |
| FIRST NATIONAL BANK SIOUX FALLS | 51,144 | $3M | — | new |
| Nvest Wealth Strategies, Inc. | 49,699 | $2M | — | −2.7% |
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. % of shares outstanding is not shown for USEW: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
No reported quarters on file for USEW.
