FIRST TRUST ADVISORS LP

Position in WD — Walker & Dunlop, Inc.

CIK 1125816 Wheaton, IL

Position in WD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,214,399

+$1,329,058 QoQ

Shares Held

72,429

+131.1% QoQ

Ownership

0.211%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $9,436,866 across 6 Mortgage Finance names. WD ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc. This page	72,429	$3,214,399
2	UWMC	UWM Holdings Corp	812,854	$2,942,531
3	PFSI	PennyMac Financial Services, Inc.	18,896	$1,651,510
4	ONIT	Onity Group Inc.	21,408	$840,692
5	VEL	Velocity Financial, Inc.	31,230	$564,950
6	RKT	Rocket Companies, Inc.	15,634	$222,784

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,214,399	72,429	+131.1%	Shares	Sole	2026-05-13
2025-12-31	$1,885,341	31,344	-17.9%	Shares	Sole	2026-02-13
2025-09-30	$3,190,855	38,159	+65.2%	Shares	Sole	2025-11-12
2025-06-30	$1,628,228	23,102	-17.4%	Shares	Sole	2025-08-13
2025-03-31	$2,387,519	27,970	+31.5%	Shares	Sole	2025-05-14
2024-12-31	$2,066,879	21,262	+56.0%	Shares	Sole	2025-02-13
2024-09-30	$1,548,004	13,628	-38.9%	Shares	Sole	2024-11-13
2024-06-30	$2,189,860	22,300	+6.4%	Shares	Sole	2024-08-13
2024-03-31	$2,118,116	20,959	-92.1%	Shares	Sole	2024-05-13
2023-12-31	$29,588,272	266,537	+15.9%	Shares	Sole	2024-02-13
2023-09-30	$17,067,627	229,898	+25.2%	Shares	Sole	2023-11-13
2023-06-30	$14,522,743	183,623	-7.1%	Shares	Sole	2023-08-14
2023-03-31	$15,050,430	197,590	+307.3%	Shares	Sole	2023-05-15
2022-12-31	$3,806,986	48,509	+197.2%	Shares	Sole	2023-02-09
2022-09-30	$1,366,641	16,322	-34.7%	Shares	Sole	2022-11-14
2022-06-30	$2,407,729	24,992	-27.1%	Shares	Sole	2022-08-12
2022-03-31	$4,437,294	34,286	-12.2%	Shares	Sole	2022-05-13
2021-12-31	$5,893,523	39,061	+3.9%	Shares	Sole	2022-02-08
2021-09-30	$4,267,486	37,599	-27.7%	Shares	Sole	2021-11-15
2021-06-30	$5,431,204	52,033	+52.5%	Shares	Sole	2021-10-12
2021-03-31	$3,505,797	34,123	-17.3%	Shares	Sole	2021-05-14
2020-12-31	$3,797,757	41,271	+24.6%	Shares	Sole	2021-02-02
2020-09-30	$1,755,996	33,132	+32.2%	Shares	Sole	2020-11-05
2020-06-30	$1,273,857	25,071	-23.5%	Shares	Sole	2020-07-22
2020-03-31	$1,320,372	32,788	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.