WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WD — Walker & Dunlop, Inc.
CIK 1632972
PLYMOUTH, MN
Position in WD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$837,019
+$602,604 QoQ
Shares Held
15,302
+189.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 16 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 5.312683787492648.ToString("F0")%
Shared 0.ToString("F0")%
None 94.68731621250735.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,920,918 across 3 Mortgage Finance names. WD ranks #2 (43.6% of the industry book) .
All Filings in WD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,019 | 15,302 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $234,415 | 5,282 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $353,020 | 5,869 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $418,936 | 5,010 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $325,053 | 4,612 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $408,789 | 4,789 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $470,010 | 4,835 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $620,996 | 5,467 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $551,589 | 5,617 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $568,563 | 5,626 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||