Position in WD
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$221
-$2,006 QoQ
Shares Held
5
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $1,293,970 across 6 Mortgage Finance names. WD ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
44,434 | $633,184 | |
| 2 | BLNE |
Beeline Holdings, Inc.
|
252,850 | $594,197 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
13,106 | $64,481 | |
| 4 | UWMC |
UWM Holdings Corp
|
280 | $1,013 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
10 | $874 | |
| 6 | WD |
Walker & Dunlop, Inc.
This page
|
5 | $221 |
All Filings in WD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221 | 5 | Shares | Sole | 2026-06-03 | |
| 2023-09-30 | $2,227 | 30 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,372 | 30 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,285 | 30 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,923 | 445 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $593,109 | 3,931 | Shares | Sole | 2022-02-17 | |
| 2020-12-31 | $291,151 | 3,164 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||