Root Financial Partners, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1977181 ENCINITAS, CA

Position in WD

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,952

-$93 QoQ

Shares Held

+29.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Root Financial Partners, LLC holds $20,883 across 6 Mortgage Finance names. WD ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	171	$14,945
2	RKT	Rocket Companies, Inc.	229	$3,263
3	WD	Walker & Dunlop, Inc. This page	44	$1,952
4	ONIT	Onity Group Inc.	12	$471
5	VEL	Velocity Financial, Inc.	12	$217
6	BETRW	Better Home & Finance Holding Co	1	$35

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,952	44	+29.4%	Shares	Sole	2026-04-24
2025-12-31	$2,045	34	-64.6%	Shares	Sole	2026-02-10
2025-09-30	$8,027	96	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.