Position in WD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,545,931
+$238,009 QoQ
Shares Held
28,262
-4.1% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $7,763,267 across 3 Mortgage Finance names. WD ranks #2 (19.9% of the industry book) .
All Filings in WD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,545,931 | 28,262 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,307,922 | 29,471 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,772,680 | 29,471 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,058,234 | 36,573 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,449,109 | 34,749 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,886,789 | 33,819 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,623,016 | 37,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,926,966 | 43,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,648,395 | 47,336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,037,751 | 39,954 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,216,603 | 37,984 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,681,697 | 36,122 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,792,905 | 35,313 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,774,263 | 36,422 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,922,202 | 37,235 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,161,058 | 37,753 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,974,401 | 30,874 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,395,074 | 26,233 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,918,806 | 25,973 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,897,428 | 25,528 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,618,163 | 25,083 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,585,760 | 25,168 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,609,687 | 28,360 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,712,748 | 32,316 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $1,790,239 | 35,234 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,542,421 | 38,302 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||