WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in UWMC — UWM Holdings Corp

CIK 1632972 PLYMOUTH, MN

Position in UWMC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$180,731

-$173,496 QoQ

Shares Held

78,922

-19.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 19 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0.8286662780973619.ToString("F0")% Shared 0.ToString("F0")% None 99.17133372190263.ToString("F0")%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,920,918 across 3 Mortgage Finance names. UWMC ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	57,344	$903,168
2	WD	Walker & Dunlop, Inc.	15,302	$837,019
3	UWMC	UWM Holdings Corp This page	78,922	$180,731

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,731	78,922	-19.3%	Shares	Sole	2026-07-15
2026-03-31	$354,227	97,853	-64.3%	Shares	Sole	2026-04-08
2025-12-31	$1,202,104	274,453	+30.1%	Shares	Sole	2026-01-08
2025-09-30	$1,285,014	211,004	+23.1%	Shares	Sole	2025-10-29
2025-06-30	$709,753	171,438	+44.4%	Shares	Sole	2025-07-10
2025-03-31	$648,211	118,720	+112.5%	Shares	Sole	2025-04-16
2024-12-31	$327,886	55,858	+14.3%	Shares	Sole	2025-03-17
2024-09-30	$416,474	48,882	-0.7%	Shares	Sole	2024-10-24
2024-06-30	$341,150	49,228	-4.8%	Shares	Sole	2024-07-16
2024-03-31	$375,574	51,732	-13.6%	Shares	Sole	2024-04-15
2023-12-31	$428,156	59,882	-3.2%	Shares	Sole	2024-01-30
2023-09-30	$299,924	61,840	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.