Position in WD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47,309
-$143,485 QoQ
Shares Held
1,066
-66.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $721,182 across 8 Mortgage Finance names. WD ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
30,601 | $436,063 | |
| 2 | UWMC |
UWM Holdings Corp
|
39,841 | $144,224 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
992 | $86,700 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
1,066 | $47,309 | |
| 5 | VEL |
Velocity Financial, Inc.
|
224 | $4,052 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
53 | $1,887 | |
| 7 | ONIT |
Onity Group Inc.
|
21 | $824 | |
| 8 | LDI |
loanDepot, Inc.
|
87 | $123 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,309 | 1,066 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $190,794 | 3,172 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $425,624 | 5,090 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $356,134 | 5,053 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $782,920 | 9,172 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $321,666 | 3,309 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $720,045 | 6,339 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $396,040 | 4,033 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $469,018 | 4,641 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,049,487 | 9,454 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $616,562 | 8,305 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $364,446 | 4,608 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $908,707 | 11,930 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $618,736 | 7,884 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,077,688 | 12,871 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $1,877,569 | 19,489 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $2,782,141 | 21,497 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,304,573 | 21,902 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,900,152 | 25,552 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,748,115 | 26,328 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $2,751,890 | 26,785 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $2,464,571 | 26,783 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,538,749 | 29,033 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $209,133 | 4,116 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $28,470 | 707 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||