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Vident Advisory’s UWM Holdings UWMC Stock Holding History

Vident Advisory’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
Q1 		$195K Sell
53,840
-17,105
-24% -$78.7K ﹤0.01% 1709
2025
Q4 		$311K Sell
70,945
-5,263
-7% -$28.3K ﹤0.01% 1362
2025
Q3 		$464K Buy
76,208
+7,570
+11% +$39.7K ﹤0.01% 1232
2025
Q2 		$284K Sell
68,638
-18,589
-21% -$81.7K ﹤0.01% 1333
2025
Q1 		$476K Buy
87,227
+16,396
+23% +$99.6K 0.01% 1060
2024
Q4 		$416K Sell
70,831
-44,887
-39% -$292K 0.01% 1042
2024
Q3 		$986K Buy
115,718
+20,163
+21% +$170K 0.02% 638
2024
Q2 		$662K Buy
95,555
+12,619
+15% +$86.7K 0.02% 756
2024
Q1 		$602K Buy
82,936
+36,567
+79% +$247K 0.01% 748
2023
Q4 		$332K Buy
46,369
+4,339
+10% +$24.5K 0.01% 961
2023
Q3 		$204K Buy
+42,030
New +$242K 0.01% 1109

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vident Advisory's UWMC Position: Q1 2026 in Review

Vident Advisory reduced its UWM Holdings (UWMC) stake by 24% in Q1 2026, selling an estimated $78.7K and leaving 53,840 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Vident Advisory first reported a position in UWMC in Q3 2023 and has held it in 11 quarters since. The position peaked at $986K in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Vident Advisory held 53,840 shares of UWM Holdings worth $195K as of Q1 2026.
  • Vident Advisory sold 17,105 UWM Holdings shares in Q1 2026, an estimated $78.7K.
  • UWM Holdings made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1709 holding.
  • Vident Advisory first reported a position in UWM Holdings in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's UWM Holdings position peaked at $986K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.