Position in WD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,103,323
+$1,193,623 QoQ
Shares Held
38,452
+87.6% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
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, 2026CITIGROUP INC holds $41,500,019 across 8 Mortgage Finance names. WD ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,166,015 | $34,114,736 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
51,412 | $4,477,984 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
38,452 | $2,103,323 | |
| 4 | UWMC |
UWM Holdings Corp
|
149,337 | $341,981 | |
| 5 | ONIT |
Onity Group Inc.
|
3,489 | $138,687 | |
| 6 | VEL |
Velocity Financial, Inc.
|
6,983 | $128,904 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
4,679 | $128,672 | |
| 8 | LDI |
loanDepot, Inc.
|
52,586 | $65,732 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103,323 | 38,452 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $909,700 | 20,498 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,480,410 | 24,612 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,049,011 | 12,545 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,197,987 | 31,186 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,196,380 | 49,161 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,582,770 | 47,143 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,567,680 | 40,212 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,493,689 | 25,394 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,385,823 | 23,608 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,329,876 | 20,988 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,014,488 | 13,665 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,854,027 | 23,442 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,648,241 | 21,639 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,496,142 | 19,064 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,466,361 | 17,513 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,555,986 | 16,151 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,678,633 | 28,424 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,218,453 | 27,959 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,420,728 | 21,328 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,908,443 | 27,864 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,792,914 | 17,451 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,880,888 | 20,440 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $781,379 | 14,743 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,326,851 | 26,114 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $645,004 | 16,017 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||