Position in WD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,081,120
+$2,371,341 QoQ
Shares Held
239,143
-0.9% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 267 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $14,062,512 across 8 Mortgage Finance names. WD ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
239,143 | $13,081,120 | |
| 2 | RKT |
Rocket Companies, Inc.
|
47,749 | $752,045 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
5,140 | $141,350 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
818 | $71,246 | |
| 5 | UWMC |
UWM Holdings Corp
|
5,593 | $12,807 | |
| 6 | ONIT |
Onity Group Inc.
|
80 | $3,179 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
110 | $638 | |
| 8 | LDI |
loanDepot, Inc.
|
102 | $127 |
All Filings in WD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,081,120 | 239,143 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,709,779 | 241,320 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,947,888 | 215,260 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $29,729,501 | 355,531 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,889,860 | 324,771 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,194,189 | 271,722 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,086,116 | 144,904 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,516,915 | 127,801 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,582,423 | 107,764 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $6,478,956 | 64,110 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,775,606 | 61,036 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,430,010 | 19,262 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $311,306 | 4,087 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $195,415 | 2,490 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $204,719 | 2,445 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $229,770 | 2,385 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $301,030 | 2,326 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $342,044 | 2,267 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $294,192 | 2,592 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $26,616 | 255 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $28,458 | 277 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $22,728 | 247 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||