TD PRIVATE CLIENT WEALTH LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1551017 NEW YORK, NY

Position in WD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$164

+$31 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#262

of 267 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $25,343 across 3 Mortgage Finance names. WD ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	1,581	$24,900
2	UWMC	UWM Holdings Corp	122	$279
3	WD	Walker & Dunlop, Inc. This page	3	$164

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164	3	0.0%	Shares	Defined	2026-08-04
2026-03-31	$133	3	-87.0%	Shares	Defined	2026-04-27
2025-03-31	$1,963	23	—	Shares	Defined	2025-04-29
No filing history on record for this holder in this stock.