Plante Moran Financial Advisors, LLC
Position in WD — Walker & Dunlop, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in WD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$492
-$6,186 QoQ
Shares Held
9
-86.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 266 holders
Holding Since
Mar 2021
2 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, 2026Plante Moran Financial Advisors, LLC holds $1,426 across 2 Mortgage Finance names. WD ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
408 | $934 | |
| 2 | WD |
Walker & Dunlop, Inc.
This page
|
9 | $492 |
All Filings in WD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492 | 9 | Shares | Sole | 2026-08-06 | |
| 2021-03-31 | $6,678 | 65 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||