ENVESTNET ASSET MANAGEMENT INC

Position in UWMC — UWM Holdings Corp

CIK 1407543 Berwyn, PA

Position in UWMC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$92,860

+$15,085 QoQ

Shares Held

25,652

+44.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $34,815,177 across 4 Mortgage Finance names. UWMC ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,256,680	$32,157,690
2	WD	Walker & Dunlop, Inc.	56,591	$2,511,508
3	UWMC	UWM Holdings Corp This page	25,652	$92,860
4	LDI	loanDepot, Inc.	37,408	$53,119

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$92,860	25,652	+44.5%	Shares	Sole	2026-05-04
2025-12-31	$77,775	17,757	-84.1%	Shares	Sole	2026-02-10
2025-09-30	$678,864	111,472	-8.2%	Shares	Sole	2025-11-05
2025-06-30	$502,778	121,444	+437.2%	Shares	Sole	2025-08-01
2025-03-31	$123,434	22,607	+13.1%	Shares	Sole	2025-04-29
2024-12-31	$117,376	19,996	-0.0%	Shares	Sole	2025-02-13
2024-09-30	$170,417	20,002	-2.7%	Shares	Sole	2024-11-07
2024-06-30	$142,418	20,551	-93.9%	Shares	Sole	2024-08-08
2022-03-31	$1,528,897	337,505	+179.1%	Shares	Sole	2022-05-04
2021-12-31	$715,988	120,944	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.