Corient Private Wealth LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1948780 MIAMI, FL

Position in WD

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$602,082

+$263,679 QoQ

Shares Held

11,007

+95.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#120

of 266 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $3,914,404 across 5 Mortgage Finance names. WD ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	26,048	$2,268,780
2	RKT	Rocket Companies, Inc.	56,767	$894,080
3	WD	Walker & Dunlop, Inc. This page	11,007	$602,082
4	GHI	Greystone Housing Impact Investors LP	21,811	$126,503
5	UWMC	UWM Holdings Corp	10,026	$22,959

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,082	11,007	+95.6%	Shares	Sole	2026-08-17
2025-12-31	$338,403	5,626	-51.1%	Shares	Sole	2026-03-09
2025-09-30	$961,211	11,495	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$787,966	11,180	-14.4%	Shares	Sole	2025-09-26
2025-03-31	$1,115,313	13,066	-63.3%	Shares	Sole	2025-05-14
2024-12-31	$3,459,120	35,584	-3.9%	Shares	Sole	2025-02-10
2024-09-30	$4,206,578	37,033	-17.2%	Shares	Sole	2024-11-12
2024-06-30	$4,390,031	44,705	-12.0%	Shares	Sole	2024-08-13
2024-03-31	$5,132,938	50,791	+34.6%	Shares	Sole	2024-05-09
2023-12-31	$4,189,850	37,743	-33.6%	Shares	Sole	2024-02-09
2023-09-30	$4,217,722	56,812	-0.0%	Shares	Sole	2023-11-03
2023-06-30	$4,493,498	56,815	+472.7%	Shares	Sole	2023-08-10
2023-03-31	$755,682	9,921	-12.9%	Shares	Sole	2023-05-15
2022-12-31	$894,201	11,394	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.