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Wilmington Savings Fund Society’s UWM Holdings UWMC Stock Holding History

Wilmington Savings Fund Society’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
Q2 		– Sell
-9,571
Closed -$52.3K – 2147
2025
Q1 		$52.3K Sell
9,571
-13,790
-59% -$83.8K ﹤0.01% 1193
2024
Q4 		$137K Sell
23,361
-4,682
-17% -$30.5K ﹤0.01% 947
2024
Q3 		$239K Buy
+28,043
New +$236K ﹤0.01% 772

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilmington Savings Fund Society's UWMC Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 9,571 shares — an estimated $52.3K sold.

Wilmington Savings Fund Society first reported a position in UWMC in Q3 2024 and held it in 3 quarters. The position peaked at $239K in Q3 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 9,571 UWM Holdings shares in Q2 2025, an estimated $52.3K.
  • Wilmington Savings Fund Society first reported a position in UWM Holdings in Q3 2024 and held it in 3 quarters.
  • Wilmington Savings Fund Society's UWM Holdings position peaked at $239K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.