Position in WD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,836
-$33,440 QoQ
Shares Held
3,763
-5.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#176
of 266 holders
Holding Since
Dec 2024
4 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, 2026R Squared Ltd holds $241,331 across 2 Mortgage Finance names. WD ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
3,763 | $205,836 | |
| 2 | UWMC |
UWM Holdings Corp
|
15,500 | $35,495 |
All Filings in WD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,836 | 3,763 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $239,276 | 3,978 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $250,776 | 2,999 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $14,581 | 150 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||