ROTHSCHILD INVESTMENT LLC

Position in WD — Walker & Dunlop, Inc.

CIK 85338 CHICAGO, IL

Position in WD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$21,934

+$9,375 QoQ

Shares Held

401

+41.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#205

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

ROTHSCHILD INVESTMENT LLC holds $156,244 across 6 Mortgage Finance names. WD ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,616	$88,452
2	UWMC	UWM Holdings Corp	14,798	$33,887
3	WD	Walker & Dunlop, Inc. This page	401	$21,934
4	PFSI	PennyMac Financial Services, Inc.	95	$8,274
5	ONIT	Onity Group Inc.	61	$2,424
6	VEL	Velocity Financial, Inc.	69	$1,273

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,934	401	+41.7%	Shares	Sole	2026-08-06
2026-03-31	$12,559	283	+180.2%	Shares	Sole	2026-05-07
2025-12-31	$6,075	101	+48.5%	Shares	Sole	2026-02-10
2025-09-30	$5,686	68	+23.6%	Shares	Sole	2025-11-07
2025-06-30	$3,876	55	+57.1%	Shares	Sole	2025-08-11
2025-03-31	$2,987	35	-12.5%	Shares	Sole	2025-04-08
2024-12-31	$3,888	40	+33.3%	Shares	Sole	2025-02-04
2024-09-30	$3,407	30	+100.0%	Shares	Sole	2024-10-18
2024-06-30	$1,473	15	+200.0%	Shares	Sole	2024-07-31
2024-03-31	$505	5	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.