Position in WD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,852
+$1,903 QoQ
Shares Held
107
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 266 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $52,903 across 5 Mortgage Finance names. WD ranks #3 (11.1% of the industry book) .
All Filings in WD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,852 | 107 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,949 | 89 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,684 | 161 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,462 | 161 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,849 | 83 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,658 | 78 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,387 | 76 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,632 | 76 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,463 | 76 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,180 | 170 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,758 | 187 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,939 | 80 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,755 | 313 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $32,600 | 428 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,799 | 711 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,078 | 407 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,306 | 408 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $40,120 | 310 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $905 | 6 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||