Position in WD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,903,421
+$391,913 QoQ
Shares Held
53,079
-6.2% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 267 holders
Holding Since
Dec 2020
23 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $41,797,835 across 3 Mortgage Finance names. WD ranks #2 (6.9% of the industry book) .
All Filings in WD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,421 | 53,079 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,511,508 | 56,591 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,677,859 | 94,395 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,569,556 | 114,441 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,730,205 | 95,491 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,499,217 | 87,854 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,046,366 | 41,625 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,478,399 | 39,426 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,705,184 | 37,731 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,195,112 | 31,616 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,389,158 | 66,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,383,797 | 59,049 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,905,212 | 36,733 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,841,674 | 37,307 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,796,320 | 35,631 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,774,477 | 33,136 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,224,692 | 33,472 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,965,169 | 30,638 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,505,631 | 9,979 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $907,319 | 7,994 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $840,885 | 8,056 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $765,515 | 7,451 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $214,222 | 2,328 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||