Position in WD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,625,315
+$15,617,906 QoQ
Shares Held
395,344
+192.1% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Derivatives in WD
reported options exposure · as of Mar 31, 2025CallValue
$853,600
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $498,731,632 across 9 Mortgage Finance names. WD ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
23,227,764 | $365,837,282 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
819,763 | $71,401,355 | |
| 3 | UWMC |
UWM Holdings Corp
|
10,126,852 | $23,190,491 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
395,344 | $21,625,315 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
337,978 | $9,294,395 | |
| 6 | VEL |
Velocity Financial, Inc.
|
235,327 | $4,344,136 | |
| 7 | ONIT |
Onity Group Inc.
|
50,664 | $2,013,893 | |
| 8 | LDI |
loanDepot, Inc.
|
785,323 | $981,653 |
All Filings in WD
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,625,315 | 395,344 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,007,409 | 135,363 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,415,432 | 389,284 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $53,421,639 | 638,862 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,757,595 | 209,387 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $853,600 | 10,000 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $10,451,819 | 122,444 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $972,100 | 10,000 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $22,230,175 | 228,682 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,180,520 | 28,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $30,453,365 | 268,099 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,767,600 | 18,000 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $21,424,392 | 218,171 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $26,501,771 | 262,238 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $31,071,254 | 279,896 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $24,267,274 | 326,876 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $24,095,716 | 304,662 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $20,375,169 | 267,496 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $24,462,450 | 311,703 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $25,748,816 | 307,522 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $32,306,076 | 335,334 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $65,106,154 | 503,061 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $92,799,648 | 615,056 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $84,616,293 | 745,518 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $82,050,821 | 786,078 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $76,025,236 | 739,977 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $66,245,105 | 719,899 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $48,684,899 | 918,583 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $44,432,277 | 874,479 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $16,240,528 | 403,291 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||