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ENVESTNET ASSET MANAGEMENT INC

Position in WD — Walker & Dunlop, Inc.

CIK 1407543 Berwyn, PA

Position in WD

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,903,421
+$391,913 QoQ
Shares Held
53,079
-6.2% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 267 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WD Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $41,797,835 across 3 Mortgage Finance names. WD ranks #2 (6.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WD
Walker & Dunlop, Inc.
This page
53,079 $2,903,421

All Filings in WD

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,903,421 53,079
2026-03-31 $2,511,508 56,591
2025-12-31 $5,677,859 94,395
2025-09-30 $9,569,556 114,441
2025-06-30 $6,730,205 95,491
2025-03-31 $7,499,217 87,854
2024-12-31 $4,046,366 41,625
2024-09-30 $4,478,399 39,426
2024-06-30 $3,705,184 37,731
2024-03-31 $3,195,112 31,616
2023-12-31 $7,389,158 66,563
2023-09-30 $4,383,797 59,049
2023-06-30 $2,905,212 36,733
2023-03-31 $2,841,674 37,307
2022-12-31 $2,796,320 35,631
2022-09-30 $2,774,477 33,136
2022-06-30 $3,224,692 33,472
2022-03-31 $3,965,169 30,638
2021-12-31 $1,505,631 9,979
2021-09-30 $907,319 7,994
2021-06-30 $840,885 8,056
2021-03-31 $765,515 7,451
2020-12-31 $214,222 2,328