Position in WD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,799
+$3,791 QoQ
Shares Held
234
+15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 266 holders
Holding Since
Sep 2023
12 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, 2026UMB Bank, n.a. holds $16,048 across 3 Mortgage Finance names. WD ranks #1 (79.8% of the industry book) .
All Filings in WD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,799 | 234 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,008 | 203 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,074 | 234 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,239 | 254 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $14,307 | 203 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $16,218 | 190 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $8,360 | 86 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,768 | 86 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,124 | 42 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,042 | 40 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,547 | 77 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,716 | 77 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||