UMA Financial Services »

Washington Prime shares owned by UMA Financial Services

Quarter-by-quarter ownership of Washington Prime (WB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Washington Prime

Tip: Access up to 7 years of quarterly data

All positions including Washington Prime held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Washington Prime by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $455 52 8.75
2025-03-31 $4.6k 484 9.47
2024-12-31 $4.6k 484 9.55

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Washington Prime

Alibaba Group Holding
Acadian Asset Management
Krane Funds Advisors
Causeway Capital Management
Saba Capital Management
Susquehanna International
Goldman Sachs Group
Fil
Nomura Asset Management International
Wellington Management Company
State Street Corporation
O'shaughnessy Asset Management
Qube Research & Technologies
UBS Group
American Century Companies

View all funds holding Washington Prime