Walker & Dunlop, Inc.
US ˙ NYSE ˙ US93148P1021

SecurityWD / Walker & Dunlop, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership1,227,871 shares
Ownership 3.64%
Fmr Llc ownership in WD / Walker & Dunlop, Inc.

2024-11-12 - Fmr Llc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,227,871 shares of Walker & Dunlop, Inc. (US:WD). This represents 3.638 percent ownership of the company. In their previous filing dated 2024-02-09 , Fmr Llc had reported owning 2,081,461 shares, indicating a decrease of -41.01 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-11-12 2024-11-12 13G/A 2,081,461 1,227,871 -41.01 3.64 -41.53
2024-02-09 2024-02-09 13G/A 2,369,375 2,081,461 -12.15 6.22 -13.31
2023-02-09 2023-02-09 13G 2,369,375 7.18

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WALKER & DUNLOP COM 93148P102 341,195 -38,957 -10.25 15,142 -33.78 0.0002
2026-02-17 2025-12-31 13F WALKER & DUNLOP COM 93148P102 380,152 -13,203 -3.36 22,866 -30.48 0.0012
2025-11-13 2025-09-30 13F WALKER & DUNLOP COM 93148P102 393,355 -17,594 -4.28 32,892 13.57 0.0017
2025-08-14 2025-06-30 13F WALKER & DUNLOP COM 93148P102 410,949 -288,106 -41.21 28,964 -51.46 0.0016
2025-05-12 2025-03-31 13F WALKER & DUNLOP COM 93148P102 699,055 -619,544 -46.99 59,671 -53.45 0.0038
2025-02-13 2024-12-31 13F WALKER & DUNLOP COM 93148P102 1,318,599 90,725 7.39 128,181 -8.10 0.0076
2024-11-13 2024-09-30 13F WALKER & DUNLOP COM 93148P102 1,227,874 402,313 48.73 139,474 72.04 0.0085
2024-08-13 2024-06-30 13F WALKER & DUNLOP COM 93148P102 825,561 -427,728 -34.13 81,070 -35.99 0.0052
2024-05-13 2024-03-31 13F WALKER & DUNLOP COM 93148P102 1,253,289 -828,173 -39.79 126,657 -45.19 0.0085
2024-02-13 2023-12-31 13F WALKER & DUNLOP COM 93148P102 2,081,462 -10,657 -0.51 231,063 48.77 0.0177
2023-11-13 2023-09-30 13F WALKER & DUNLOP COM 93148P102 2,092,119 -97,827 -4.47 155,319 -10.33 0.0134
2023-08-11 2023-06-30 13F WALKER & DUNLOP COM 93148P102 2,189,946 -427,401 -16.33 173,203 -13.12 0.0145
2023-08-11 2023-03-31 13F/A-1 WALKER & DUNLOP COM 93148P102 2,617,347 247,970 10.47 199,363 7.21 0.0182
2023-05-11 2023-03-31 13F WALKER & DUNLOP COM 93148P102 2,617,347 247,970 199,363 0.0182
2023-02-13 2022-12-31 13F WALKER & DUNLOP COM 93148P102 2,369,377 228,100 10.65 185,949 3.71 0.0185
2022-11-10 2022-09-30 13F WALKER & DUNLOP COM 93148P102 2,141,277 6,762 0.32 179,289 -12.81 0.0187
2022-08-12 2022-06-30 13F WALKER & DUNLOP COM 93148P102 2,134,515 1,083,364 103.06 205,640 51.16 0.0205
2022-05-13 2022-03-31 13F WALKER & DUNLOP COM 93148P102 1,051,151 186,072 21.51 136,039 4.23 0.0109
2022-02-14 2021-12-31 13F WALKER & DUNLOP COM 93148P102 865,079 468,083 117.91 130,523 189.67 0.0096
2022-02-14 2021-09-30 13F/A-1 WALKER & DUNLOP COM 93148P102 396,996 75,718 23.57 45,059 34.36 0.0036
2021-11-15 2021-09-30 13F WALKER & DUNLOP COM 93148P102 396,996 75,718 45,059 0.0007
2021-08-13 2021-06-30 13F WALKER & DUNLOP COM 93148P102 321,278 126,154 64.65 33,536 67.29 0.0026
2021-05-14 2021-03-31 13F WALKER & DUNLOP COM 93148P102 195,124 73,310 60.18 20,047 78.85 0.0017
2021-02-08 2020-12-31 13F WALKER & DUNLOP COM 93148P102 121,814 121,709 115,913.33 11,209 186,716.67 0.0010
2020-11-13 2020-09-30 13F WALKER & DUNLOP COM 93148P102 105 0 0.00 6 20.00 0.0000
2020-08-24 2020-06-30 13F/A-1 WALKER & DUNLOP COM 93148P102 105 -518,450 -99.98 5 -99.98 0.0000
2020-08-13 2020-06-30 13F WALKER & DUNLOP COM 93148P102 105 -518,450 5 0.1228
2020-05-14 2020-03-31 13F WALKER & DUNLOP COM 93148P102 518,555 518,307 208,994.76 20,882 130,412.50 0.0029
2020-02-07 2019-12-31 13F WALKER & DUNLOP COM 93148P102 248 200 416.67 16 433.33 0.0000
2019-11-13 2019-09-30 13F WALKER & DUNLOP COM 93148P102 48 48 3 0.0000
2019-02-13 2018-12-31 13F WALKER & DUNLOP COM 93148P102 0 -96 -100.00 0 -100.00
2018-11-09 2018-09-30 13F WALKER & DUNLOP COM 93148P102 96 96 5 0.0000
2014-02-13 2013-12-31 13F WALKER & DUNLOP COM 93148P102 0 -250,327 -100.00 0 -100.00
2013-11-14 2013-09-30 13F WALKER & DUNLOP COM 93148P102 250,327 -79,812 -24.18 3,983 -31.05 0.0006
2013-09-24 2013-06-30 13F/A-1 WALKER & DUNLOP COM 93148P102 330,139 330,139 5,777 0.0009
2013-08-14 2013-06-30 13F WALKER & DUNLOP COM 93148P102 330,139 5,777 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.