UWM 홀딩스 코퍼레이션
US ˙ NYSE

SecurityUWMC / UWM Holdings Corporation
InstitutionCreative Planning
Latest Disclosed Ownership220,151 shares
Latest Disclosed Value $ 796,947
Creative Planning reports 31.70% decrease in ownership of UWMC / UWM Holdings Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 220,151 shares of UWM Holdings Corporation (US:UWMC) valued at $796,947 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 322,310 shares of UWM Holdings Corporation. This represents a change in shares of -31.70% during the quarter. The current value of the position is $570,191 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F UWM HOLDINGS COM CL A 91823B109 220,151 -102,159 -31.70 797 -43.59 0.0005
2026-02-17 2025-12-31 13F UWM HOLDINGS COM CL A 91823B109 322,310 83,586 35.01 1,412 -2.89 0.0010
2025-11-14 2025-09-30 13F UWM HOLDINGS COM CL A 91823B109 238,724 102,908 75.77 1,454 158.54 0.0011
2025-08-08 2025-06-30 13F UWM HOLDINGS COM CL A 91823B109 135,816 101,883 300.25 562 203.78 0.0005
2025-05-15 2025-03-31 13F UWM HOLDINGS COM CL A 91823B109 33,933 9,848 40.89 185 31.21 0.0002
2025-02-14 2024-12-31 13F UWM HOLDINGS COM CL A 91823B109 24,085 -24,878 -50.81 141 -66.19 0.0001
2024-10-11 2024-09-30 13F UWM HOLDINGS COM CL A 91823B109 48,963 14,589 42.44 417 75.21 0.0004
2024-08-15 2024-06-30 13F UWM HOLDINGS COM CL A 91823B109 34,374 21,567 168.40 238 158.70 0.0003
2024-05-13 2024-03-31 13F UWM HOLDINGS COM CL A 91823B109 12,807 1,202 10.36 93 12.20 0.0001
2024-02-14 2023-12-31 13F UWM HOLDINGS COM CL A 91823B109 11,605 11,605 83 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.