Position in UWMC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,144,909
-$61,882 QoQ
Shares Held
499,961
+50.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 291 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $7,578,095 across 6 Mortgage Finance names. UWMC ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
173,796 | $2,737,287 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
48,262 | $2,639,931 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
499,961 | $1,144,909 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
8,413 | $732,772 | |
| 5 | ONIT |
Onity Group Inc.
|
6,958 | $276,580 | |
| 6 | LDI |
loanDepot, Inc.
|
37,293 | $46,616 |
All Filings in UWMC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,909 | 499,961 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,206,791 | 333,368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,444,740 | 558,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $900,204 | 147,817 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $152,563 | 36,851 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,131,562 | 207,246 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $227,045 | 38,679 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $88,267 | 10,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,794 | 10,360 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $75,213 | 10,360 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $74,074 | 10,360 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $50,246 | 10,360 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $58,464 | 10,440 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $51,250 | 10,438 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $33,463 | 11,421 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $40,837 | 11,536 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $51,619 | 11,395 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $68,198 | 11,520 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $105,612 | 15,196 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $95,603 | 11,314 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $89,696 | 11,311 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 GHIV | — | 100,000 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 GHIV | — | 100,000 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 GHIV | — | 125,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||