EverSource Wealth Advisors, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in WD

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$25,736

+$8,957 QoQ

Shares Held

580

+107.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $581,771 across 9 Mortgage Finance names. WD ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	29,872	$425,669
2	GHI	Greystone Housing Impact Investors LP	10,000	$49,200
3	UWMC	UWM Holdings Corp	12,164	$44,028
4	PFSI	PennyMac Financial Services, Inc.	314	$27,440
5	WD	Walker & Dunlop, Inc. This page	580	$25,736
6	ONIT	Onity Group Inc.	164	$6,439
7	VEL	Velocity Financial, Inc.	104	$1,881
8	LDI	loanDepot, Inc.	671	$952

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,736	580	+107.9%	Shares	Sole	2026-05-18
2025-12-31	$16,779	279	+37.4%	Shares	Sole	2026-02-06
2025-09-30	$16,974	203	+9.1%	Shares	Sole	2025-11-10
2025-06-30	$13,108	186	+102.2%	Shares	Sole	2025-08-13
2025-03-31	$7,852	92	+24.3%	Shares	Sole	2025-05-13
2024-12-31	$7,191	74	-64.8%	Shares	Sole	2025-02-10
2024-09-30	$23,852	210	-2.3%	Shares	Sole	2024-11-08
2024-06-30	$21,111	215	+12.6%	Shares	Sole	2024-08-13
2024-03-31	$19,302	191	-15.5%	Shares	Sole	2024-06-11
2023-12-31	$25,087	226	-18.1%	Shares	Sole	2024-02-09
2023-09-30	$20,490	276	0.0%	Shares	Sole	2023-11-03
2023-06-30	$21,828	276	+294.3%	Shares	Sole	2023-08-04
2023-03-31	$5,331	70	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.