Position in WD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$126,394
-$2,507 QoQ
Shares Held
2,848
+32.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Tower Research Capital LLC (TRC) holds $882,083 across 9 Mortgage Finance names. WD ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
23,114 | $329,374 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
3,209 | $280,465 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
2,848 | $126,394 | |
| 4 | ONIT |
Onity Group Inc.
|
1,085 | $42,607 | |
| 5 | BETRW |
Better Home & Finance Holding Co
|
993 | $35,370 | |
| 6 | UWMC |
UWM Holdings Corp
|
6,928 | $25,078 | |
| 7 | VEL |
Velocity Financial, Inc.
|
1,175 | $21,255 | |
| 8 | LDI |
loanDepot, Inc.
|
12,406 | $17,616 |
All Filings in WD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,394 | 2,848 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,901 | 2,143 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $87,633 | 1,048 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $313,423 | 4,447 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $134,099 | 1,571 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $297,268 | 3,058 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $303,625 | 2,673 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $624,944 | 6,364 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,581 | 738 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,336,338 | 12,038 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $104,009 | 1,401 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $31,161 | 394 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $82,415 | 1,082 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $31,234 | 398 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $614,159 | 7,335 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $294,029 | 3,052 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $20,318 | 157 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $45,716 | 303 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $447,643 | 3,944 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $645,799 | 6,187 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $447,329 | 4,354 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $315,811 | 3,432 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $1,269,244 | 23,948 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $178,597 | 3,515 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||