Position in WD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$21,201,966
+$4,795,576 QoQ
Shares Held
477,737
+75.2% QoQ
Ownership
1.39%
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 28.064813903884357.ToString("F0")%
Shared 0.ToString("F0")%
None 71.93518609611564.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $311,844,710 across 10 Mortgage Finance names. WD ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
16,168,327 | $230,398,657 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
379,429 | $33,162,093 | |
| 3 | UWMC |
UWM Holdings Corp
|
6,969,809 | $25,230,706 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
477,737 | $21,201,966 | |
| 5 | ONIT |
Onity Group Inc.
|
16,734 | $657,144 | |
| 6 | VEL |
Velocity Financial, Inc.
|
36,303 | $656,721 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
6,557 | $233,560 | |
| 8 | LDI |
loanDepot, Inc.
|
119,569 | $169,787 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,201,966 | 477,737 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $16,406,390 | 272,758 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,785,045 | 380,113 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $31,278,598 | 443,794 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,537,231 | 568,618 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $45,967,010 | 472,863 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $58,112,982 | 511,603 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $54,052,027 | 550,428 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $51,038,329 | 505,030 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,014,815 | 297,404 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,087,423 | 284,044 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,502,921 | 284,523 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $27,512,449 | 361,198 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,486,573 | 133,621 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,312,615 | 111,222 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,893,546 | 113,074 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,736,304 | 121,591 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $20,670,105 | 136,997 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $16,039,705 | 141,319 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,771,854 | 141,520 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $13,997,396 | 136,241 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,244,143 | 100,458 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,567,597 | 105,049 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,121,415 | 41,752 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,734,789 | 43,079 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||