Position in WD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,188
+$502 QoQ
Shares Held
40
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 25 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $19,964 across 7 Mortgage Finance names. WD ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
758 | $11,938 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
42 | $3,658 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
40 | $2,188 | |
| 4 | ONIT |
Onity Group Inc.
|
36 | $1,431 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
23 | $632 | |
| 6 | VEL |
Velocity Financial, Inc.
|
5 | $92 | |
| 7 | LDI |
loanDepot, Inc.
|
20 | $25 |
All Filings in WD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,188 | 40 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,686 | 38 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,744 | 29 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $250 | 3 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $70 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $682 | 8 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||