Position in WD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,262,302
+$27,593,824 QoQ
Shares Held
608,086
+376.1% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $269,889,367 across 10 Mortgage Finance names. WD ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
13,727,827 | $216,213,271 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
608,086 | $33,262,302 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
203,262 | $17,704,118 | |
| 4 | ONIT |
Onity Group Inc.
|
42,648 | $1,695,256 | |
| 5 | VEL |
Velocity Financial, Inc.
|
43,772 | $808,031 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
3,351 | $92,152 | |
| 7 | LDI |
loanDepot, Inc.
|
47,273 | $59,091 | |
| 8 | UWMC |
UWM Holdings Corp
|
19,437 | $44,507 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,262,302 | 608,086 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $5,668,478 | 127,726 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,553,338 | 275,201 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $25,357,094 | 303,242 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $14,348,597 | 203,584 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $10,573,883 | 123,874 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $14,925,523 | 153,539 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $8,252,197 | 72,649 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $5,515,695 | 56,168 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $8,966,547 | 88,725 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $5,738,772 | 51,696 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $3,951,794 | 53,230 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,464,155 | 56,444 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,912,090 | 51,360 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $4,858,381 | 61,906 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,623,640 | 67,164 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,884,349 | 61,079 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,523,152 | 119,944 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $21,814,682 | 144,583 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,321,429 | 126,180 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,336,851 | 175,674 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,024,679 | 214,373 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,721,413 | 181,715 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,310,245 | 175,665 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,702,464 | 210,637 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $13,659,380 | 339,195 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||