Position in WD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,883
+$2,241 QoQ
Shares Held
71
+91.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 266 holders
Holding Since
Mar 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, 2026SJS Investment Consulting Inc. holds $6,554 across 5 Mortgage Finance names. WD ranks #1 (59.2% of the industry book) .
All Filings in WD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,883 | 71 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,642 | 37 | Shares | Defined | 2026-04-23 | |
| 2025-09-30 | $250 | 3 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $211 | 3 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $426 | 5 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $486 | 5 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $795 | 7 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $589 | 6 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $606 | 6 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $666 | 6 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $593 | 8 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $632 | 8 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $609 | 8 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $706 | 9 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $502 | 6 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $258 | 2 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||