Position in WD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$122,311
-$43,462 QoQ
Shares Held
2,756
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $401,114 across 6 Mortgage Finance names. WD ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
2,375 | $207,575 | |
| 2 | WD |
Walker & Dunlop, Inc.
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|
2,756 | $122,311 | |
| 3 | ONIT |
Onity Group Inc.
|
531 | $20,852 | |
| 4 | VEL |
Velocity Financial, Inc.
|
1,144 | $20,694 | |
| 5 | BETRW |
Better Home & Finance Holding Co
|
501 | $17,845 | |
| 6 | LDI |
loanDepot, Inc.
|
8,336 | $11,837 |
All Filings in WD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,311 | 2,756 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $165,773 | 2,756 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $230,456 | 2,756 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $236,953 | 3,362 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $286,980 | 3,362 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $326,820 | 3,362 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $360,648 | 3,175 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $311,785 | 3,175 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $332,992 | 3,295 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $365,777 | 3,295 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $234,821 | 3,163 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $207,927 | 2,629 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $187,073 | 2,456 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $192,746 | 2,456 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $194,839 | 2,327 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $224,183 | 2,327 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $290,159 | 2,242 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $338,272 | 2,242 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $254,467 | 2,242 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $247,380 | 2,370 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $243,493 | 2,370 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $218,087 | 2,370 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $131,970 | 2,490 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $126,516 | 2,490 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $100,272 | 2,490 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||