Creative Planning

Position in WD — Walker & Dunlop, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in WD

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

Position Value

$1,707,733

+$953,629 QoQ

Shares Held

31,220

+83.7% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#75

of 266 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $13,312,058 across 7 Mortgage Finance names. WD ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	546,077	$8,600,712
2	WD	Walker & Dunlop, Inc. This page	31,220	$1,707,733
3	UWMC	UWM Holdings Corp	476,961	$1,092,240
4	VEL	Velocity Financial, Inc.	54,853	$1,012,586
5	PFSI	PennyMac Financial Services, Inc.	9,616	$837,553
6	BLNE	Beeline Holdings, Inc.	38,175	$46,573
7	LDI	loanDepot, Inc.	11,729	$14,661

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,707,733	31,220	+83.7%	Shares	Defined	2026-08-13
2026-03-31	$754,104	16,992	+89.6%	Shares	Sole	2026-05-12
2025-12-31	$539,004	8,961	-63.0%	Shares	Sole	2026-02-17
2025-09-30	$2,023,770	24,202	+31.1%	Shares	Sole	2025-11-14
2025-06-30	$1,301,271	18,463	-13.9%	Shares	Sole	2025-08-08
2025-03-31	$1,829,520	21,433	+19.8%	Shares	Sole	2025-05-15
2024-12-31	$1,738,989	17,889	+11.7%	Shares	Defined	2025-02-14
2024-09-30	$1,819,938	16,022	+42.3%	Shares	Defined	2024-10-11
2024-06-30	$1,105,533	11,258	+37.8%	Shares	Defined	2024-08-15
2024-03-31	$825,861	8,172	+12.6%	Shares	Defined	2024-05-13
2023-12-31	$805,821	7,259	+0.5%	Shares	Defined	2024-02-14
2023-09-30	$536,086	7,221	+15.0%	Shares	Defined	2023-11-16
2023-06-30	$496,605	6,279	+126.7%	Shares	Sole	2023-07-21
2023-03-31	$210,990	2,770	+1.0%	Shares	Sole	2023-05-15
2021-03-31	$281,815	2,743	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.