ENVESTNET ASSET MANAGEMENT INC

Position in WD — Walker & Dunlop, Inc.

CIK 1407543 Berwyn, PA

Position in WD

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,511,508

-$3,166,351 QoQ

Shares Held

56,591

-40.0% QoQ

Ownership

0.165%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

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

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $34,815,177 across 4 Mortgage Finance names. WD ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,256,680	$32,157,690
2	WD	Walker & Dunlop, Inc. This page	56,591	$2,511,508
3	UWMC	UWM Holdings Corp	25,652	$92,860
4	LDI	loanDepot, Inc.	37,408	$53,119

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,511,508	56,591	-40.0%	Shares	Sole	2026-05-04
2025-12-31	$5,677,859	94,395	-17.5%	Shares	Sole	2026-02-10
2025-09-30	$9,569,556	114,441	+19.8%	Shares	Sole	2025-11-05
2025-06-30	$6,730,205	95,491	+8.7%	Shares	Sole	2025-08-01
2025-03-31	$7,499,217	87,854	+111.1%	Shares	Sole	2025-04-29
2024-12-31	$4,046,366	41,625	+5.6%	Shares	Sole	2025-02-13
2024-09-30	$4,478,399	39,426	+4.5%	Shares	Sole	2024-11-07
2024-06-30	$3,705,184	37,731	+19.3%	Shares	Sole	2024-08-08
2024-03-31	$3,195,112	31,616	-52.5%	Shares	Sole	2024-05-13
2023-12-31	$7,389,158	66,563	+12.7%	Shares	Sole	2024-02-13
2023-09-30	$4,383,797	59,049	+60.8%	Shares	Sole	2023-11-13
2023-06-30	$2,905,212	36,733	-1.5%	Shares	Sole	2023-08-04
2023-03-31	$2,841,674	37,307	+4.7%	Shares	Sole	2023-05-11
2022-12-31	$2,796,320	35,631	+7.5%	Shares	Sole	2023-02-07
2022-09-30	$2,774,477	33,136	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$3,224,692	33,472	+9.2%	Shares	Sole	2022-08-03
2022-03-31	$3,965,169	30,638	+207.0%	Shares	Sole	2022-05-04
2021-12-31	$1,505,631	9,979	+24.8%	Shares	Sole	2022-02-04
2021-09-30	$907,319	7,994	-0.8%	Shares	Sole	2021-10-07
2021-06-30	$840,885	8,056	+8.1%	Shares	Sole	2021-08-04
2021-03-31	$765,515	7,451	+220.1%	Shares	Sole	2021-05-04
2020-12-31	$214,222	2,328	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.