Position in WD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,075,221
+$1,729,311 QoQ
Shares Held
165,909
+0.2% QoQ
Ownership
0.483%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $9,240,044 across 2 Mortgage Finance names. WD ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
165,909 | $9,075,221 | |
| 2 | RKT |
Rocket Companies, Inc.
|
10,465 | $164,823 |
All Filings in WD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,075,221 | 165,909 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,345,910 | 165,523 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $9,762,464 | 162,302 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $13,748,883 | 164,421 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $11,285,045 | 160,117 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,663,489 | 160,069 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,190,422 | 156,264 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $17,229,785 | 151,684 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $16,402,738 | 167,034 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $17,530,979 | 173,471 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $19,331,392 | 174,141 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $13,333,948 | 179,606 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $13,949,497 | 176,375 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $14,124,507 | 185,434 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $14,818,278 | 188,816 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $15,927,873 | 190,229 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,347,085 | 190,441 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $25,539,742 | 197,340 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $30,035,983 | 199,072 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $22,992,602 | 202,578 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $21,723,251 | 208,117 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $21,031,288 | 204,704 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $18,586,935 | 201,988 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,031,049 | 208,133 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $11,023,788 | 216,961 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $8,805,559 | 218,663 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||