Position in WD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,612,244
+$1,692,767 QoQ
Shares Held
120,882
+9.1% QoQ
Ownership
0.352%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 267 holders
Holding Since
Mar 2025
6 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, 2026Nuveen, LLC holds $45,091,991 across 8 Mortgage Finance names. WD ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
1,878,961 | $29,593,634 | |
| 2 | WD |
Walker & Dunlop, Inc.
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|
120,882 | $6,612,244 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
69,886 | $6,087,070 | |
| 4 | UWMC |
UWM Holdings Corp
|
392,907 | $899,755 | |
| 5 | LDI |
loanDepot, Inc.
|
675,096 | $843,869 | |
| 6 | ONIT |
Onity Group Inc.
|
10,436 | $414,830 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
13,699 | $376,722 | |
| 8 | VEL |
Velocity Financial, Inc.
|
14,294 | $263,867 |
All Filings in WD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,612,244 | 120,882 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $4,919,477 | 110,849 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $6,884,828 | 114,461 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $9,670,652 | 115,650 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,239,675 | 116,908 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $11,170,037 | 130,858 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||