· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $63.85Day +0.31%1Y +59.7%Off 52W high −6.5%Vol (1Y) 38.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,539 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 cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
UWM is not in the screener universe.
| YTD+36.1% |
| 1Y+59.7% |
| 3Y+74.5% |
| 5Y+19.6% |
| Since incept. (ann.)+17.9% |
Total return through 2026-07-28 · series begins 2020-06-02. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)38.7% |
| Ann. volatility (3Y)42.3% |
| Sharpe (1Y)1.43 |
| Sharpe (3Y)0.68 |
| Max drawdown (1Y)−22.3% |
| Max drawdown (3Y)−49.8% |
| Beta (3Y vs SPY)2.53 |
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 178,840 | $8M | — | −3.3% |
| TOTH FINANCIAL ADVISORY CORP | 88,701 | $4M | — | +6.3% |
| CITADEL ADVISORS LLC | 83,766 | $4M | — | −13.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 82,176 | $4M | — | +0.7% |
| CWM, LLC | 79,742 | $4M | — | +26.6% |
| Global View Capital Management LLC | 79,117 | $4M | — | +159.5% |
| Wealthcare Advisory Partners LLC | 68,080 | $3M | — | +0.0% |
| Dedeker Financial LLC | 67,292 | $3M | — | +32.2% |
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 UWM.
