Position in WD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,293
+$2,369 QoQ
Shares Held
277
+67.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $2,507,753 across 7 Mortgage Finance names. WD ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
168,771 | $2,404,986 | |
| 2 | UWMC |
UWM Holdings Corp
|
7,974 | $28,865 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
325 | $28,405 | |
| 4 | GHI |
Greystone Housing Impact Investors LP
|
3,902 | $19,197 | |
| 5 | WD |
Walker & Dunlop, Inc.
This page
|
277 | $12,293 | |
| 6 | LDI |
loanDepot, Inc.
|
6,604 | $9,377 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
130 | $4,630 |
All Filings in WD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,293 | 277 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,924 | 165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,713 | 164 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,994 | 156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,084 | 165 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $10,498 | 108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,427 | 83 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,142 | 32 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||