Position in WD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,113,211
-$2,047,717 QoQ
Shares Held
70,149
-18.2% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 83.67474946185976.ToString("F0")%
Shared 16.308144093287147.ToString("F0")%
None 0.017106444853098403.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $7,503,758 across 5 Mortgage Finance names. WD ranks #1 (41.5% of the industry book) .
All Filings in WD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,113,211 | 70,149 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,160,928 | 85,801 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,119,810 | 73,186 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,185,452 | 59,385 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,528,944 | 53,057 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,764,455 | 49,012 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,999,776 | 44,016 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $4,017,852 | 40,915 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,043,207 | 40,008 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||