Smartleaf Asset Management LLC

Position in WD — Walker & Dunlop, Inc.

CIK 2010393 BOSTON, MA

Position in WD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,261

+$2,879 QoQ

Shares Held

279

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#212

of 266 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $233,609 across 5 Mortgage Finance names. WD ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	12,237	$192,732
2	PFSI	PennyMac Financial Services, Inc.	278	$24,213
3	WD	Walker & Dunlop, Inc. This page	279	$15,261
4	UWMC	UWM Holdings Corp	581	$1,330
5	VEL	Velocity Financial, Inc.	4	$73

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,261	279	0.0%	Shares	Sole	2026-08-12
2026-03-31	$12,382	279	-43.1%	Shares	Sole	2026-05-15
2025-12-31	$29,473	490	-22.6%	Shares	Sole	2026-02-13
2025-09-30	$52,931	633	+3.9%	Shares	Sole	2025-11-05
2025-06-30	$42,922	609	-15.8%	Shares	Sole	2025-08-14
2025-03-31	$61,715	723	-3.7%	Shares	Sole	2025-05-14
2024-12-31	$73,004	751	+230.8%	Shares	Sole	2025-02-05
2024-09-30	$25,784	227	+9.7%	Shares	Sole	2024-11-13
2024-06-30	$20,327	207	+155.6%	Shares	Sole	2024-10-08
2024-03-31	$8,185	81	—	Shares	Sole	2024-10-07
No filing history on record for this holder in this stock.