Position in WD
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,142,236
-$2,184,990 QoQ
Shares Held
138,401
-0.0% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Kathmere Capital Management, LLC holds $6,142,236 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
|
138,401 | $6,142,236 |
All Filings in WD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,142,236 | 138,401 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,327,226 | 138,441 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $11,573,091 | 138,401 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,754,502 | 138,401 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,813,909 | 138,401 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,453,961 | 138,401 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $15,720,969 | 138,401 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,302,928 | 145,651 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,719,490 | 145,651 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $17,945,765 | 161,659 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $13,485,770 | 181,651 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,370,890 | 181,703 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $13,840,317 | 181,703 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,199,904 | 104,484 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $10,343,836 | 123,538 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $11,901,650 | 123,538 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $15,988,287 | 123,538 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $18,631,567 | 123,486 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $15,292,763 | 134,738 | Shares | Sole | 2021-10-14 | |
| 2020-06-30 | $1,718,800 | 33,828 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,362,253 | 33,828 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||