Position in WD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,610
+$2,159 QoQ
Shares Held
66
+288.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 266 holders
Holding Since
Dec 2020
19 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, 2026Clearstead Advisors, LLC holds $1,366,219 across 7 Mortgage Finance names. WD ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
84,890 | $1,337,017 | |
| 2 | ONIT |
Onity Group Inc.
|
456 | $18,126 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
203 | $5,582 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
66 | $3,610 | |
| 5 | UWMC |
UWM Holdings Corp
|
609 | $1,394 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
|
5 | $435 | |
| 7 | VEL |
Velocity Financial, Inc.
|
3 | $55 |
All Filings in WD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,610 | 66 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $1,451 | 17 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,652 | 17 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,931 | 17 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,571 | 16 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,616 | 16 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,776 | 16 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,187 | 16 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,265 | 16 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,218 | 16 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,255 | 16 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,339 | 16 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,445 | 15 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,941 | 15 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,263 | 15 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,702 | 15 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,565 | 15 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,541 | 15 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,380 | 15 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||