Position in WD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,115
+$11,074 QoQ
Shares Held
514
+33.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 266 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026SIGNATUREFD, LLC holds $485,321 across 6 Mortgage Finance names. WD ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
25,361 | $399,435 | |
| 2 | UWMC |
UWM Holdings Corp
|
14,211 | $32,543 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
514 | $28,115 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
174 | $15,155 | |
| 5 | ONIT |
Onity Group Inc.
|
135 | $5,366 | |
| 6 | VEL |
Velocity Financial, Inc.
|
255 | $4,707 |
All Filings in WD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,115 | 514 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,041 | 384 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $24,120 | 401 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $75,258 | 900 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $55,256 | 784 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $100,639 | 1,179 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $126,956 | 1,306 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $159,593 | 1,405 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $125,106 | 1,274 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $126,122 | 1,248 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $139,761 | 1,259 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $109,429 | 1,474 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $117,290 | 1,483 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,813 | 247 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,480 | 210 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,856 | 58 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,504 | 26 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,082 | 47 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $754 | 5 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||