Position in WD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$940,499
-$2,258,638 QoQ
Shares Held
21,192
-60.2% QoQ
Ownership
0.062%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $39,361,491 across 9 Mortgage Finance names. WD ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,416,147 | $34,430,093 | |
| 2 | UWMC |
UWM Holdings Corp
|
634,458 | $2,296,737 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
12,291 | $1,074,233 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
21,192 | $940,499 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
5,382 | $191,706 | |
| 6 | VEL |
Velocity Financial, Inc.
|
8,581 | $155,230 | |
| 7 | ONIT |
Onity Group Inc.
|
2,670 | $104,850 | |
| 8 | GHI |
Greystone Housing Impact Investors LP
|
19,392 | $95,408 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||