Position in WD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$437
+$82 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 266 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $4,434 across 3 Mortgage Finance names. WD ranks #3 (9.9% of the industry book) .
All Filings in WD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437 | 8 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $355 | 8 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $481 | 8 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $501 | 6 | Shares | Sole | 2025-11-21 | |
| 2025-03-31 | $512 | 6 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $583 | 6 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $681 | 6 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $589 | 6 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $606 | 6 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $666 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $445 | 6 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $474 | 6 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $457 | 6 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,275 | 29 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $418 | 5 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $481 | 5 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||