Position in WD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$79,783,230
+$19,021,952 QoQ
Shares Held
1,458,560
+6.5% QoQ
Ownership
4.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 5%
None 3%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $364,343,304 across 7 Mortgage Finance names. WD ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
2,130,571 | $185,572,732 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
1,458,560 | $79,783,230 | |
| 3 | RKT |
Rocket Companies, Inc.
|
3,911,414 | $61,604,768 | |
| 4 | ONIT |
Onity Group Inc.
|
482,648 | $19,185,257 | |
| 5 | VEL |
Velocity Financial, Inc.
|
656,725 | $12,123,141 | |
| 6 | UWMC |
UWM Holdings Corp
|
2,522,552 | $5,776,643 | |
| 7 | LDI |
loanDepot, Inc.
|
238,028 | $297,533 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,783,230 | 1,458,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $60,761,278 | 1,369,114 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $76,096,123 | 1,265,106 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $104,295,878 | 1,247,260 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,589,269 | 1,256,942 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $107,056,632 | 1,254,178 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $123,846,121 | 1,274,006 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $146,000,633 | 1,285,330 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $129,568,415 | 1,319,434 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $131,246,114 | 1,298,695 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $143,537,482 | 1,293,014 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $93,095,399 | 1,253,979 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $95,053,048 | 1,201,834 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $85,046,926 | 1,116,541 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $86,471,066 | 1,101,823 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $88,959,941 | 1,062,462 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $102,614,622 | 1,065,130 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $140,396,886 | 1,084,816 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $168,678,559 | 1,117,965 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $130,244,201 | 1,147,526 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $121,694,554 | 1,165,880 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $135,456,525 | 1,318,440 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $136,793,711 | 1,486,565 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $83,669,775 | 1,578,675 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $85,807,216 | 1,688,786 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $67,354,716 | 1,672,578 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||