MORGAN STANLEY

Position in WD — Walker & Dunlop, Inc.

CIK 895421 NEW YORK, NY

Back to WD Full portfolio

Position in WD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$29,615,342

+$10,459,162 QoQ

Shares Held

541,414

+25.4% QoQ

Ownership

1.58%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 267 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in WD Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. WD ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	28,542,001	$449,536,509
2	PFSI	PennyMac Financial Services, Inc.	341,593	$29,752,748
3	WD	Walker & Dunlop, Inc. This page	541,414	$29,615,342
4	UWMC	UWM Holdings Corp	4,805,724	$11,005,104
5	BETR	Better Home & Finance Holding Co	130,300	$3,583,249
6	ONIT	Onity Group Inc.	86,938	$3,455,783
7	GHI	Greystone Housing Impact Investors LP	557,470	$3,233,324
8	VEL	Velocity Financial, Inc.	102,530	$1,892,700

All Filings in WD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,615,342	541,414	+25.4%	Shares	Defined	2026-08-13
2026-03-31	$19,156,180	431,640	-9.3%	Shares	Defined	2026-05-15
2025-12-31	$28,632,419	476,017	+26.1%	Shares	Defined	2026-05-27
2025-09-30	$31,561,444	377,439	-12.6%	Shares	Defined	2026-05-27
2025-06-30	$30,450,527	432,045	-1.3%	Shares	Defined	2025-08-15
2025-03-31	$37,353,531	437,600	-10.4%	Shares	Defined	2025-05-15
2024-12-31	$47,475,027	488,376	-3.0%	Shares	Defined	2025-05-15
2024-09-30	$57,163,936	503,248	+11.3%	Shares	Defined	2025-05-14
2024-06-30	$44,383,941	451,975	+7.6%	Shares	Defined	2025-05-14
2024-03-31	$42,447,419	420,022	-2.9%	Shares	Defined	2024-10-17
2023-12-31	$48,006,937	432,456	+12.0%	Shares	Defined	2024-08-16
2023-09-30	$28,661,610	386,067	-21.7%	Shares	Defined	2023-11-15
2023-06-30	$38,976,180	492,808	+16.6%	Shares	Defined	2023-08-14
2023-03-31	$32,184,867	422,540	+24.4%	Shares	Defined	2023-05-15
2022-12-31	$26,647,253	339,542	+46.9%	Shares	Defined	2023-02-14
2022-09-30	$19,352,593	231,131	+4.7%	Shares	Defined	2022-11-14
2022-06-30	$21,274,083	220,823	+24.1%	Shares	Defined	2022-10-27
2022-03-31	$23,033,004	177,971	-4.5%	Shares	Defined	2022-10-27
2021-12-31	$28,104,866	186,273	+20.8%	Shares	Defined	2022-02-14
2021-09-30	$17,502,606	154,208	-8.0%	Shares	Defined	2021-11-15
2021-06-30	$17,502,225	167,678	-1.8%	Shares	Defined	2021-08-23
2021-03-31	$17,539,770	170,720	+17.8%	Shares	Defined	2021-05-17
2020-12-31	$13,335,445	144,919	+35.2%	Shares	Defined	2021-02-16
2020-09-30	$5,682,236	107,212	-0.4%	Shares	Defined	2020-11-13
2020-06-30	$5,468,933	107,635	-24.7%	Shares	Defined	2020-08-14
2020-03-31	$5,754,781	142,905	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.