CAPTRUST FINANCIAL ADVISORS

Position in WD — Walker & Dunlop, Inc.

CIK 1512024 RALEIGH, NC

Position in WD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,590,457

+$1,333,247 QoQ

Shares Held

29,076

+1154.9% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#80

of 267 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $2,795,747 across 3 Mortgage Finance names. WD ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc. This page	29,076	$1,590,457
2	RKT	Rocket Companies, Inc.	70,966	$1,117,714
3	UWMC	UWM Holdings Corp	38,243	$87,576

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,590,457	29,076	+1154.9%	Shares	Sole	2026-08-13
2023-12-31	$257,210	2,317	+52.2%	Shares	Sole	2024-02-14
2022-06-30	$146,629	1,522	+3.0%	Shares	Sole	2022-08-23
2022-03-31	$191,282	1,478	+160.2%	Shares	Sole	2022-05-16
2021-12-31	$85,699	568	-6.0%	Shares	Sole	2022-02-14
2021-09-30	$68,554	604	-1.9%	Shares	Sole	2021-11-16
2021-06-30	$64,298	616	-26.1%	Shares	Sole	2021-08-16
2021-03-31	$85,685	834	+51.1%	Shares	Sole	2021-05-17
2020-12-31	$50,795	552	-44.9%	Shares	Sole	2021-02-16
2020-09-30	$53,106	1,002	+106.2%	Shares	Sole	2020-11-17
2020-06-30	$24,693	486	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.