Position in WD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,793,330
+$1,321,692 QoQ
Shares Held
105,911
+5.1% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $124,016,860 across 6 Mortgage Finance names. WD ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
1,007,153 | $87,723,023 | |
| 2 | RKT |
Rocket Companies, Inc.
|
1,160,618 | $18,279,730 | |
| 3 | UWMC |
UWM Holdings Corp
|
4,871,588 | $11,155,933 | |
| 4 | WD |
Walker & Dunlop, Inc.
This page
|
105,911 | $5,793,330 | |
| 5 | LDI |
loanDepot, Inc.
|
505,480 | $631,849 | |
| 6 | ONIT |
Onity Group Inc.
|
10,893 | $432,995 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,793,330 | 105,911 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,471,638 | 100,758 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,637,738 | 93,728 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $7,617,445 | 91,096 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,372,376 | 90,414 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,930,881 | 92,911 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,288,997 | 95,556 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,795,251 | 95,037 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,770,829 | 89,316 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,221,218 | 91,245 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,526,234 | 121,847 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,409,360 | 86,333 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,011,642 | 88,654 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,967,192 | 91,469 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,526,559 | 70,420 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,804,566 | 81,268 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,592,572 | 99,570 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,417,126 | 111,398 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,259,463 | 114,392 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,651,909 | 102,660 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,538,308 | 100,961 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $9,068,344 | 88,265 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,530,548 | 81,836 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,504,898 | 103,866 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,101,771 | 120,090 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,529,542 | 286,306 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||