Position in WD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,639,931
+$1,590,344 QoQ
Shares Held
48,262
+104.1% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 267 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $7,578,095 across 6 Mortgage Finance names. WD ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
173,796 | $2,737,287 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
48,262 | $2,639,931 | |
| 3 | UWMC |
UWM Holdings Corp
|
499,961 | $1,144,909 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
8,413 | $732,772 | |
| 5 | ONIT |
Onity Group Inc.
|
6,958 | $276,580 | |
| 6 | LDI |
loanDepot, Inc.
|
37,293 | $46,616 |
All Filings in WD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,639,931 | 48,262 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,049,587 | 23,650 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||