Position in WD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$88,725,478
+$20,072,104 QoQ
Shares Held
1,622,038
+4.9% QoQ
Ownership
4.73%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 266 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $549,614,394 across 9 Mortgage Finance names. WD ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
22,268,377 | $350,726,937 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
1,622,038 | $88,725,478 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
922,212 | $80,324,665 | |
| 4 | UWMC |
UWM Holdings Corp
|
5,019,364 | $11,494,343 | |
| 5 | ONIT |
Onity Group Inc.
|
148,390 | $5,898,502 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
180,526 | $4,964,465 | |
| 7 | VEL |
Velocity Financial, Inc.
|
249,731 | $4,610,034 | |
| 8 | LDI |
loanDepot, Inc.
|
2,200,895 | $2,751,118 |
All Filings in WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,725,478 | 1,622,038 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $68,653,374 | 1,546,944 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $90,027,166 | 1,496,711 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $121,991,796 | 1,458,883 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $103,783,843 | 1,472,529 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $125,487,223 | 1,470,094 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $149,915,803 | 1,542,185 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $162,930,088 | 1,434,370 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $139,042,263 | 1,415,909 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $142,915,211 | 1,414,162 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $152,332,140 | 1,372,238 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $97,269,990 | 1,310,210 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $103,236,177 | 1,305,300 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $96,536,258 | 1,267,379 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $98,041,296 | 1,249,252 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $93,718,235 | 1,119,291 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $114,243,054 | 1,185,832 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $148,898,745 | 1,150,508 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $158,720,026 | 1,051,962 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $119,257,855 | 1,050,730 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $122,604,226 | 1,174,595 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $119,140,694 | 1,159,633 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $94,052,905 | 1,022,092 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $45,326,872 | 855,224 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $44,567,737 | 877,145 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $35,189,577 | 873,841 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||