Position in WD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,744
-$25,629 QoQ
Shares Held
1,549
-1.3% QoQ
Ownership
0.005%
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 76.63008392511298.ToString("F0")%
Shared 0.ToString("F0")%
None 23.369916074887023.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $2,728,577 across 10 Mortgage Finance names. WD ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
136,519 | $1,945,394 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
3,255 | $284,486 | |
| 3 | UWMC |
UWM Holdings Corp
|
77,125 | $279,191 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
1,549 | $68,744 | |
| 5 | LDI |
loanDepot, Inc.
|
45,061 | $63,986 | |
| 6 | GHI |
Greystone Housing Impact Investors LP
|
9,733 | $47,886 | |
| 7 | ONIT |
Onity Group Inc.
|
665 | $26,114 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
347 | $12,359 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,744 | 1,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,373 | 1,569 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $203,279 | 2,431 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $166,966 | 2,369 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $203,327 | 2,382 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $107,804 | 1,109 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $115,292 | 1,015 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,569 | 739 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $85,899 | 850 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $150,084 | 1,352 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $106,754 | 1,438 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $110,800 | 1,401 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $125,677 | 1,650 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $131,685 | 1,678 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $142,839 | 1,706 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $195,953 | 2,034 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $277,602 | 2,145 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $306,285 | 2,030 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $209,746 | 1,848 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $176,713 | 1,693 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $116,813 | 1,137 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $82,816 | 900 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $602,875 | 11,375 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $635,375 | 12,505 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $99,465 | 2,470 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||