111 Capital’s UWM Holdings UWMC Stock Holding History

111 Capital’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$175K	Buy	+147,887	New	+$238K	0.03%	523
2026 Q2	–	Sell	-11,131	Closed	-$40.3K	–	615
2026 Q1	$40.3K	Buy	+11,131	New	+$51.2K	0.01%	323

Other funds holding UWMC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

111 Capital's UWMC Position: Q3 2026 in Review

111 Capital opened a new position in UWM Holdings (UWMC) in Q3 2026: 147,887 shares worth $175K. The stake represents 0.03% of the portfolio and ranks #523 among its holdings. This is a return to the name: 111 Capital previously reported a position in UWMC as recently as Q1 2026.

111 Capital first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

111 Capital held 147,887 shares of UWM Holdings worth $175K as of Q3 2026.
UWM Holdings was a new 111 Capital position in Q3 2026.
UWM Holdings made up 0.03% of 111 Capital's portfolio in Q3 2026, its #523 holding.
111 Capital first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
97 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on 111 Capital's 13F filing for Q3 2026, filed 3 Nov 2026.