Position in WD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,376,623
-$430,884 QoQ
Shares Held
31,019
+3.2% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Derivatives in WD
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$1,569
PutShares
20
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $2,493,462 across 3 Mortgage Finance names. WD ranks #1 (55.2% of the industry book) .
All Filings in WD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,376,623 | 31,019 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,807,507 | 30,050 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,692,886 | 20,245 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,412,137 | 20,036 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,765,927 | 20,688 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,928,451 | 19,838 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,274,071 | 20,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,959,973 | 19,959 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,021,503 | 20,003 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,208,765 | 19,897 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,500,241 | 20,208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,634,236 | 20,663 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,572,758 | 20,648 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,569 | 20 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $1,619,670 | 20,638 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,767 | 45 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $1,732,122 | 20,687 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,139,807 | 22,211 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $240,850 | 2,500 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $2,867,947 | 22,160 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,225,361 | 21,377 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,462,496 | 21,696 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,254,294 | 21,597 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,234,286 | 21,747 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $1,020,515 | 19,255 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $976,009 | 19,209 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $402,700 | 10,000 | Put | Sole | 2020-05-21 | |
| 2020-03-31 | $1,035,059 | 25,703 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||