Position in WD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,242,237
+$841,752 QoQ
Shares Held
22,710
+151.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 266 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $8,488,203 across 5 Mortgage Finance names. WD ranks #3 (14.6% of the industry book) .
All Filings in WD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,242,237 | 22,710 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $400,485 | 9,024 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||