Position in WD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,578,958
+$2,552,613 QoQ
Shares Held
138,555
+22.3% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#33
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $7,578,958 across 1 Mortgage Finance name. WD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
138,555 | $7,578,958 |
All Filings in WD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,578,958 | 138,555 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,026,345 | 113,257 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,973,280 | 32,806 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,509,793 | 53,932 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,926,822 | 41,527 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,114,018 | 36,481 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,433,846 | 35,324 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,935,439 | 34,646 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,311,402 | 33,721 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,276,163 | 32,418 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,869,142 | 34,854 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,515,028 | 33,877 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,597,394 | 32,841 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,527,092 | 33,177 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,425,032 | 30,900 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,008,083 | 35,926 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,714,668 | 28,178 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,828,373 | 29,581 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,944,639 | 32,772 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,635,972 | 32,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,382,016 | 32,401 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,341,310 | 32,522 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,909,488 | 31,618 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,380,230 | 44,910 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,295,494 | 45,178 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,233,913 | 30,641 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||