Focus Partners Wealth

Position in WD — Walker & Dunlop, Inc.

CIK 1542153 ST LOUIS, MO

Position in WD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$283,072

New position

Shares Held

5,175

first reported quarter

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#158

of 267 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 22% Shared 0% None 78%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,418,510 across 3 Mortgage Finance names. WD ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	69,104	$1,088,388
2	WD	Walker & Dunlop, Inc. This page	5,175	$283,072
3	UWMC	UWM Holdings Corp	20,546	$47,050

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,072	5,175	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.