EverSource Wealth Advisors, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in WD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$60,496

+$34,760 QoQ

Shares Held

1,106

+90.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#191

of 266 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $463,154 across 9 Mortgage Finance names. WD ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	19,791	$311,704
2	WD	Walker & Dunlop, Inc. This page	1,106	$60,496
3	GHI	Greystone Housing Impact Investors LP	10,000	$58,000
4	UWMC	UWM Holdings Corp	6,645	$15,214
5	PFSI	PennyMac Financial Services, Inc.	144	$12,540
6	ONIT	Onity Group Inc.	77	$3,059
7	VEL	Velocity Financial, Inc.	50	$920
8	LDI	loanDepot, Inc.	714	$892

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,496	1,106	+90.7%	Shares	Sole	2026-07-24
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.