Position in WD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,568,609
-$1,072,937 QoQ
Shares Held
35,345
-19.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.64705050219267.ToString("F0")%
Shared 0.ToString("F0")%
None 5.3529494978073275.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026UBS Group AG holds $90,717,460 across 12 Mortgage Finance names. WD ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,459,252 | $49,294,339 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
183,736 | $16,058,525 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
301,962 | $10,755,885 | |
| 4 | UWMC |
UWM Holdings Corp
|
2,000,713 | $7,242,579 | |
| 5 | LDI |
loanDepot, Inc.
|
1,983,962 | $2,817,225 | |
| 6 | ONIT |
Onity Group Inc.
|
64,089 | $2,516,774 | |
| 7 | WD |
Walker & Dunlop, Inc.
This page
|
35,345 | $1,568,609 | |
| 8 | VEL |
Velocity Financial, Inc.
|
17,432 | $315,344 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,568,609 | 35,345 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,641,546 | 43,916 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,539,979 | 54,293 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,300,799 | 75,210 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,622,134 | 89,294 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,665,393 | 109,715 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,365,262 | 38,430 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,978,239 | 20,145 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,278,184 | 32,438 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,046,557 | 27,444 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $303,195 | 4,084 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,649,240 | 71,428 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,741,930 | 22,869 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,318,847 | 29,547 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,273,771 | 27,156 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,945,200 | 20,191 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,858,240 | 22,085 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,478,268 | 29,681 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,899,308 | 16,734 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,935,517 | 18,543 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,184,979 | 50,467 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,563,547 | 49,593 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,547,343 | 66,931 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,161,144 | 62,215 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,020,264 | 50,168 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||