Walker & Dunlop, Inc.
US ˙ NYSE ˙ US93148P1021

SecurityWD / Walker & Dunlop, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership31,865 shares
Latest Disclosed Value $ 1,916,650
Sei Investments Co reports 104.53% increase in ownership of WD / Walker & Dunlop, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 31,865 shares of Walker & Dunlop, Inc. (US:WD) valued at $1,916,680 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 15,580 shares of Walker & Dunlop, Inc.. This represents a change in shares of 104.53% during the quarter. The current value of the position is $1,539,717 USD.

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)
2026-02-13 2025-12-31 13F WALKER & DUNLOP COM 93148P102 31,865 16,285 104.53 1,917 47.16 0.0019
2025-11-13 2025-09-30 13F WALKER & DUNLOP COM 93148P102 15,580 6,702 75.49 1,303 108.32 0.0014
2025-08-14 2025-06-30 13F WALKER & DUNLOP COM 93148P102 8,878 -5,949 -40.12 626 -50.59 0.0007
2025-05-14 2025-03-31 13F/A-1 WALKER & DUNLOP COM 93148P102 14,827 5,236 54.59 1,266 35.73 0.0016
2025-05-13 2025-03-31 13F WALKER & DUNLOP COM 93148P102 9,518 -73 924 0.0010
2025-02-11 2024-12-31 13F WALKER & DUNLOP COM 93148P102 9,591 -3,279 -25.48 932 -36.21 0.0012
2024-11-12 2024-09-30 13F WALKER & DUNLOP COM 93148P102 12,870 1,315 11.38 1,462 28.84 0.0019
2024-08-13 2024-06-30 13F WALKER & DUNLOP COM 93148P102 11,555 -5,037 -30.36 1,135 -32.34 0.0016
2024-05-07 2024-03-31 13F WALKER & DUNLOP COM 93148P102 16,592 -4,162 -20.05 1,677 -27.23 0.0025
2024-02-14 2023-12-31 13F WALKER & DUNLOP COM 93148P102 20,754 8,558 70.17 2,304 154.48 0.0037
2023-11-14 2023-09-30 13F WALKER & DUNLOP COM 93148P102 12,196 7,921 185.29 905 167.75 0.0016
2023-08-11 2023-06-30 13F WALKER & DUNLOP COM 93148P102 4,275 -6,575 -60.60 338 -59.08 0.0006
2023-05-12 2023-03-31 13F WALKER & DUNLOP COM 93148P102 10,850 10,850 826 0.0015
2023-02-10 2022-12-31 13F WALKER & DUNLOP COM 93148P102 0 -6,502 -100.00 0 -100.00
2022-11-14 2022-09-30 13F WALKER & DUNLOP COM 93148P102 6,502 -2,994 -31.53 544 -40.48 0.0012
2022-08-15 2022-06-30 13F WALKER & DUNLOP COM 93148P102 9,496 4,048 74.30 914 29.10 0.0020
2022-05-13 2022-03-31 13F WALKER & DUNLOP COM 93148P102 5,448 -9,871 -64.44 708 -69.72 0.0014
2022-02-14 2021-12-31 13F WALKER & DUNLOP COM 93148P102 15,319 5,304 52.96 2,338 101.38 0.0044
2021-11-12 2021-09-30 13F WALKER & DUNLOP COM 93148P102 10,015 -1,797 -15.21 1,161 -8.80 0.0024
2021-08-06 2021-06-30 13F WALKER & DUNLOP COM 93148P102 11,812 -57 -0.48 1,273 6.00 0.0028
2021-05-12 2021-03-31 13F WALKER & DUNLOP COM 93148P102 11,869 -80 -0.67 1,201 8.30 0.0030
2021-02-08 2020-12-31 13F WALKER & DUNLOP COM 93148P102 11,949 -15,152 -55.91 1,109 -19.52 0.0029
2020-12-04 2020-09-30 13F/A-1 WALKER & DUNLOP COM 93148P102 27,101 10,370 61.98 1,378 73.33 0.0040
2020-11-06 2020-09-30 13F WALKER & DUNLOP COM 93148P102 27,548 10,817 1,402 3,375.7043
2020-08-17 2020-06-30 13F/A-1 WALKER & DUNLOP COM 93148P102 16,731 16,731 795 0.0025
2019-08-14 2019-06-30 13F WALKER & DUNLOP COM 93148P102 0 -6,191 -100.00 0 -100.00
2019-05-15 2019-03-31 13F WALKER & DUNLOP COM 93148P102 6,191 -2,574 -29.37 315 -17.97 0.0011
2019-02-13 2018-12-31 13F WALKER & DUNLOP COM 93148P102 8,765 8,250 1,601.94 384 1,322.22 0.0014
2018-11-08 2018-09-30 13F WALKER & DUNLOP COM 93148P102 515 -3,392 -86.82 27 -87.56 0.0001
2018-08-03 2018-06-30 13F WALKER & DUNLOP COM 93148P102 3,907 -5 -0.13 217 -6.47 0.0007
2018-05-11 2018-03-31 13F WALKER & DUNLOP COM 93148P102 3,912 3,912 232 0.0009
2018-02-08 2017-12-31 13F WALKER & DUNLOP COM 93148P102 0 -6 -100.00 0 0.0000
2017-11-06 2017-09-30 13F WALKER & DUNLOP COM 93148P102 6 6 0 0.0000
2016-05-10 2016-03-31 13F/A-1 WALKER & DUNLOP COM 93148P102 0 -4,179 -100.00 0 -100.00
2016-02-03 2015-12-31 13F WALKER & DUNLOP COM 93148P102 4,179 4,179 120 0.0007
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.