Position in WD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$720,508
+$138,243 QoQ
Shares Held
13,172
+0.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 266 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $44,686,980 across 6 Mortgage Finance names. WD ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,703,222 | $42,575,745 | |
| 2 | ONIT |
Onity Group Inc.
|
24,215 | $962,545 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
13,172 | $720,508 | |
| 4 | GHI |
Greystone Housing Impact Investors LP
|
61,032 | $353,985 | |
| 5 | UWMC |
UWM Holdings Corp
|
26,735 | $61,222 | |
| 6 | LDI |
loanDepot, Inc.
|
10,381 | $12,975 |
All Filings in WD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,508 | 13,172 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $582,265 | 13,120 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,032,166 | 33,785 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,084,656 | 36,889 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,432,756 | 34,517 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,394,859 | 28,056 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $686,398 | 7,061 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||