· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $17.70Day −1.28%1Y +11.6%Off 52W high −12.8%Vol (1Y) 23.8%
Daily closing price, split-adjusted to the current basis; 1.8y shown of 451 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.
WCME is not in the screener universe.
| YTD+3.1% |
| 1Y+11.6% |
| Since incept. (ann.)+12.8% |
Total return through 2026-07-29 · series begins 2024-10-07. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)23.8% |
| Ann. volatility (3Y)21.4% |
| Sharpe (1Y)0.62 |
| Sharpe (3Y)0.68 |
| Max drawdown (1Y)−15.6% |
| Max drawdown (3Y)−15.6% |
| Beta (3Y vs SPY)0.99 |
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 |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | 121,181 | $2M | — | +22.0% |
| JANE STREET GROUP, LLC | 84,707 | $1M | — | new |
| Cetera Investment Advisers | 79,831 | $1M | — | +19.3% |
| Maridea Wealth Management LLC | 70,734 | $1M | — | +95.1% |
| Concurrent Investment Advisors, LLC | 65,105 | $1M | — | −24.4% |
| DAYMARK WEALTH PARTNERS, LLC | 57,866 | $971,680 | — | −0.6% |
| TRUIST FINANCIAL CORP | 44,901 | $753,978 | — | new |
| ENVESTNET ASSET MANAGEMENT INC | 41,658 | $699,517 | — | new |
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 WCME.
