Position in WD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,293,350
+$1,352,851 QoQ
Shares Held
41,926
+97.8% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $56,880,416 across 9 Mortgage Finance names. WD ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,123,437 | $49,194,131 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
27,143 | $2,364,153 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
41,926 | $2,293,350 | |
| 4 | UWMC |
UWM Holdings Corp
|
833,240 | $1,908,119 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
13,760 | $378,399 | |
| 6 | VEL |
Velocity Financial, Inc.
|
14,072 | $259,768 | |
| 7 | ONIT |
Onity Group Inc.
|
5,904 | $234,684 | |
| 8 | LDI |
loanDepot, Inc.
|
108,267 | $135,333 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,293,350 | 41,926 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $940,499 | 21,192 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,199,137 | 53,186 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,737,562 | 44,697 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,827,233 | 40,114 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,629,684 | 30,807 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,650,624 | 16,980 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,377,617 | 12,128 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,237,417 | 12,601 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,268,604 | 12,553 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,252,192 | 11,280 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $691,024 | 9,308 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,228,423 | 15,532 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $703,885 | 9,241 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $255,922 | 3,261 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $361,125 | 4,313 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $641,333 | 6,657 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,451,630 | 26,670 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,598,885 | 43,736 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,001,943 | 105,744 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,977,082 | 114,745 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,120,513 | 127,706 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,453,431 | 189,670 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,683,899 | 201,583 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $10,749,260 | 211,558 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,501,533 | 186,281 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||