Position in WD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$186,660
-$56,224 QoQ
Shares Held
4,206
+4.2% QoQ
Ownership
0.012%
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 98%
Shared 0%
None 2%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $634,848 across 7 Mortgage Finance names. WD ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
27,159 | $387,014 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
4,206 | $186,660 | |
| 3 | UWMC |
UWM Holdings Corp
|
10,176 | $36,836 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
272 | $23,772 | |
| 5 | BETRW |
Better Home & Finance Holding Co
|
6 | $213 | |
| 6 | ONIT |
Onity Group Inc.
|
5 | $196 | |
| 7 | LDI |
loanDepot, Inc.
|
111 | $157 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,660 | 4,206 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $242,884 | 4,038 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $412,328 | 4,931 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $312,154 | 4,429 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $384,629 | 4,506 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $355,787 | 3,660 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $415,625 | 3,659 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $360,982 | 3,676 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $214,650 | 2,124 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $244,663 | 2,204 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $146,771 | 1,977 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $152,879 | 1,933 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $122,556 | 1,609 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $119,915 | 1,528 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $132,457 | 1,582 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $161,174 | 1,673 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $214,964 | 1,661 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $250,006 | 1,657 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $192,949 | 1,700 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $172,016 | 1,648 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $169,519 | 1,650 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $158,273 | 1,720 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $87,980 | 1,660 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $86,374 | 1,700 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $100,350 | 2,492 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||