Position in WD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,454,425
+$2,163,446 QoQ
Shares Held
191,123
+2.3% QoQ
Ownership
0.557%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $290,191,039 across 8 Mortgage Finance names. WD ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
15,604,077 | $245,764,208 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
303,380 | $26,424,394 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
191,123 | $10,454,425 | |
| 4 | UWMC |
UWM Holdings Corp
|
2,005,793 | $4,593,262 | |
| 5 | ONIT |
Onity Group Inc.
|
26,706 | $1,061,561 | |
| 6 | VEL |
Velocity Financial, Inc.
|
55,060 | $1,016,407 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
18,823 | $517,631 | |
| 8 | LDI |
loanDepot, Inc.
|
287,322 | $359,151 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,454,425 | 191,123 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $8,290,979 | 186,818 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $21,023,081 | 349,511 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $37,492,692 | 448,370 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $22,521,597 | 319,546 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $28,409,682 | 332,822 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $33,873,404 | 348,456 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $39,109,488 | 344,304 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $37,062,347 | 377,417 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $37,857,273 | 374,602 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $43,122,163 | 388,453 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $29,024,051 | 390,949 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $30,380,601 | 384,127 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $28,617,446 | 375,705 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $29,696,356 | 378,394 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $27,868,186 | 332,834 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,531,790 | 327,297 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $44,236,269 | 341,804 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $53,905,196 | 357,272 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $42,401,102 | 373,578 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $39,143,436 | 375,009 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $38,811,778 | 377,767 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $34,714,725 | 377,252 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $21,375,165 | 403,305 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,683,520 | 426,757 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,529,035 | 385,623 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||