Position in WD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$40,915
+$32,705 QoQ
Shares Held
748
+304.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 266 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $511,218 across 7 Mortgage Finance names. WD ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,666 | $451,489 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
748 | $40,915 | |
| 3 | UWMC |
UWM Holdings Corp
|
2,985 | $6,835 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
75 | $6,532 | |
| 5 | LDI |
loanDepot, Inc.
|
2,600 | $3,250 | |
| 6 | ONIT |
Onity Group Inc.
|
33 | $1,311 | |
| 7 | VEL |
Velocity Financial, Inc.
|
48 | $886 |
All Filings in WD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,915 | 748 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,210 | 185 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,932 | 82 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,853 | 70 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,087 | 58 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,706 | 102 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,290 | 75 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,744 | 121 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,365 | 75 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,276 | 72 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,437 | 67 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,969 | 40 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,163 | 40 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $3,046 | 40 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $3,139 | 40 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||