· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $18.51Day −1.25%1Y +18.8%Off 52W high −7.3%Vol (1Y) 19.7%
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.
WCMI is not in the screener universe.
| YTD+9.1% |
| 1Y+18.8% |
| Since incept. (ann.)+18.0% |
Total return through 2026-07-29 · series begins 2024-10-07. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)19.7% |
| Ann. volatility (3Y)18.5% |
| Sharpe (1Y)1.00 |
| Sharpe (3Y)1.00 |
| Max drawdown (1Y)−12.5% |
| Max drawdown (3Y)−12.8% |
| Beta (3Y vs SPY)0.73 |
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 |
|---|---|---|---|---|
| LPL Financial LLC | 6.0M | $101M | — | +65.9% |
| Fiduciary Trust Co | 3.7M | $62M | — | +34.1% |
| RAYMOND JAMES FINANCIAL INC | 3.7M | $61M | — | +13.2% |
| Bank of New York Mellon Corp | 2.7M | $46M | — | +11.6% |
| ROYAL BANK OF CANADA | 2.4M | $41M | — | +111.1% |
| Koshinski Asset Management, Inc. | 1.9M | $32M | — | +20.3% |
| NewEdge Advisors, LLC | 1.1M | $26M | — | −51.0% |
| KINTRA WEALTH, LLC | 1.6M | $26M | — | +1.0% |
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 WCMI.
