UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in WD — Walker & Dunlop, Inc.

CIK 861177 NEW YORK, NY

Back to WD Full portfolio

Position in WD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,242,177

-$2,997,118 QoQ

Shares Held

73,055

-29.6% QoQ

Ownership

0.213%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 46.42392717815345.ToString("F0")% Shared 0.ToString("F0")% None 53.57607282184655.ToString("F0")%

Common Shares in WD Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $65,677,346 across 6 Mortgage Finance names. WD ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	3,840,346	$54,724,926
2	PFSI	PennyMac Financial Services, Inc.	76,090	$6,650,262
3	WD	Walker & Dunlop, Inc. This page	73,055	$3,242,177
4	UWMC	UWM Holdings Corp	250,835	$908,020
5	VEL	Velocity Financial, Inc.	7,862	$142,223
6	ONIT	Onity Group Inc.	248	$9,738

All Filings in WD

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,242,177	73,055	-29.6%	Shares	Defined	2026-05-13
2025-12-31	$6,239,295	103,729	+42.9%	Shares	Defined	2026-02-13
2025-09-30	$6,069,136	72,580	-44.5%	Shares	Other	2025-11-14
2025-06-30	$9,224,701	130,884	+21.5%	Shares	Defined	2025-08-14
2025-03-31	$9,195,829	107,730	+7.5%	Shares	Defined	2025-05-19
2024-12-31	$9,746,271	100,260	+17.1%	Shares	Defined	2025-02-14
2024-09-30	$9,724,778	85,613	+0.4%	Shares	Defined	2024-11-14
2024-06-30	$8,374,984	85,285	+160.5%	Shares	Defined	2024-08-14
2024-03-31	$3,309,208	32,745	0.0%	Shares	Defined	2024-05-15
2023-12-31	$3,635,020	32,745	0.0%	Shares	Defined	2024-02-14
2023-09-30	$2,430,987	32,745	+4.4%	Shares	Defined	2023-11-13
2023-06-30	$2,480,023	31,357	0.0%	Shares	Defined	2023-08-11
2023-03-31	$2,388,461	31,357	+6.6%	Shares	Defined	2023-05-15
2022-12-31	$2,307,703	29,405	-10.0%	Shares	Other	2023-02-14
2022-09-30	$2,736,294	32,680	-14.8%	Shares	Defined	2022-11-14
2022-06-30	$3,694,828	38,352	+2.9%	Shares	Defined	2022-08-12
2022-03-31	$4,821,926	37,258	+1.1%	Shares	Defined	2022-05-16
2021-12-31	$5,559,322	36,846	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$4,190,644	36,922	+13.1%	Shares	Defined	2021-11-15
2021-06-30	$3,407,483	32,645	+3.8%	Shares	Defined	2021-08-16
2021-03-31	$3,230,761	31,446	-8.3%	Shares	Defined	2021-05-14
2020-12-31	$3,155,547	34,292	+24.6%	Shares	Defined	2021-03-01
2020-09-30	$1,458,401	27,517	-1.1%	Shares	Defined	2020-11-13
2020-06-30	$1,413,025	27,810	-19.4%	Shares	Defined	2020-08-14
2020-03-31	$1,389,595	34,507	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.