Position in WD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,119,569
+$295,330 QoQ
Shares Held
38,749
-5.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 267 holders
Holding Since
Jun 2020
24 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, 2026SEI INVESTMENTS CO holds $27,390,879 across 5 Mortgage Finance names. WD ranks #2 (7.7% of the industry book) .
All Filings in WD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,119,569 | 38,749 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,824,239 | 41,105 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,916,679 | 31,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,302,799 | 15,580 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $625,721 | 8,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,265,631 | 14,827 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $932,340 | 9,591 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,461,903 | 12,870 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,134,700 | 11,555 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,676,787 | 16,592 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,303,900 | 20,754 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $905,431 | 12,196 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $338,109 | 4,275 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $826,443 | 10,850 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $544,412 | 6,502 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $914,844 | 9,496 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $705,079 | 5,448 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,311,330 | 15,319 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,136,702 | 10,015 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,232,935 | 11,812 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,219,420 | 11,869 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,099,546 | 11,949 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,436,353 | 27,101 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $850,101 | 16,731 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||