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Whittier Trust’s UWM Holdings UWMC Stock Holding History

Whittier Trust’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
2025
Q3 		– Sell
-1,050
Closed -$4.35K – 1619
2025
Q2 		$4.35K Hold
1,050
– – ﹤0.01% 1358
2025
Q1 		$5.73K Sell
1,050
-1,049
-50% -$6.37K ﹤0.01% 1302
2024
Q4 		$12.3K Hold
2,099
– – ﹤0.01% 1208
2024
Q3 		$17.9K Hold
2,099
– – ﹤0.01% 1133
2024
Q2 		$14.5K Buy
+2,099
New +$14.4K ﹤0.01% 1170

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Whittier Trust's UWMC Position: Q3 2025 in Review

Whittier Trust sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 1,050 shares — an estimated $4.35K sold.

Whittier Trust first reported a position in UWMC in Q2 2024 and held it in 5 quarters. The position peaked at $17.9K in Q3 2024. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Whittier Trust reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 1,050 UWM Holdings shares in Q3 2025, an estimated $4.35K.
  • Whittier Trust first reported a position in UWM Holdings in Q2 2024 and held it in 5 quarters.
  • Whittier Trust's UWM Holdings position peaked at $17.9K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.