Position in WD
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$27,648
+$23,017 QoQ
Shares Held
623
+709.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Essential Partners LLC holds $77,536 across 8 Mortgage Finance names. WD ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
623 | $27,648 | |
| 2 | UWMC |
UWM Holdings Corp
|
3,824 | $13,842 | |
| 3 | LDI |
loanDepot, Inc.
|
8,373 | $11,889 | |
| 4 | BETR |
Better Home & Finance Holding Co
|
218 | $7,765 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
84 | $7,341 | |
| 6 | VEL |
Velocity Financial, Inc.
|
260 | $4,703 | |
| 7 | RKT |
Rocket Companies, Inc.
|
195 | $2,778 | |
| 8 | ONIT |
Onity Group Inc.
|
40 | $1,570 |
All Filings in WD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,648 | 623 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $4,631 | 77 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $1,923 | 23 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||