· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $25.12Day −0.38%Off 52W high −3.2%Vol (1Y) 3.9%
Daily closing price, split-adjusted to the current basis; 0.9y shown of 231 bars on file. Sampled to 231 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.2d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
WCPB is not in the screener universe.
| YTD+0.3% |
Total return through 2026-07-29 · series begins 2025-08-13. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)3.9% |
| Ann. volatility (3Y)3.9% |
| Sharpe (1Y)0.92 |
| Sharpe (3Y)0.92 |
| Max drawdown (1Y)−2.6% |
| Max drawdown (3Y)−2.6% |
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 |
|---|---|---|---|---|
| New Perspectives, Inc | 2.9M | $73M | — | +3.2% |
| SMI Advisory Services, LLC | 814,050 | $21M | — | +12.2% |
| Clear Trail Advisors, LLC | 582,927 | $15M | — | new |
| PFW Advisors LLC | 332,721 | $8M | — | new |
| STAPP WEALTH MANAGEMENT, PLLC | 321,115 | $8M | — | new |
| LexAurum Advisors, LLC | 192,909 | $5M | — | new |
| Farther Finance Advisors, LLC | 180,476 | $5M | — | −2.7% |
| Sigma Planning Corp | 129,647 | $3M | — | +3.1% |
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 WCPB.
