Cerity Partners LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1566475 NEW YORK, NY

Position in WD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,003,196

+$769,601 QoQ

Shares Held

18,340

+663.2% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#93

of 266 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 5% Shared 43% None 52%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $3,136,347 across 5 Mortgage Finance names. WD ranks #1 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc. This page	18,340	$1,003,196
2	RKT	Rocket Companies, Inc.	62,628	$986,390
3	PFSI	PennyMac Financial Services, Inc.	5,599	$487,672
4	LDI	loanDepot, Inc.	302,803	$378,503
5	UWMC	UWM Holdings Corp	122,527	$280,586

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,003,196	18,340	+663.2%	Shares	Sole	2026-08-14
2024-12-31	$233,595	2,403	-39.3%	Shares	Other	2025-02-13
2024-09-30	$449,475	3,957	+79.5%	Shares	Sole	2024-11-12
2024-06-30	$216,531	2,205	-8.0%	Shares	Sole	2024-08-13
2024-03-31	$242,240	2,397	+412.2%	Shares	Defined	2024-05-14
2023-03-31	$35,647	468	-82.6%	Shares	Sole	2023-05-11
2022-12-31	$211,503	2,695	0.0%	Shares	Sole	2023-02-15
2022-09-30	$225,652	2,695	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$256,938	2,667	+4.3%	Shares	Sole	2022-08-10
2022-03-31	$330,926	2,557	+1.3%	Shares	Sole	2022-04-25
2021-12-31	$380,972	2,525	+3.5%	Shares	Sole	2022-02-14
2021-09-30	$276,940	2,440	+1.3%	Shares	Sole	2021-10-25
2021-06-30	$251,451	2,409	-0.0%	Shares	Sole	2021-08-11
2021-03-31	$247,603	2,410	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.