WD Walker & Dunlop, Inc Common Stock

NYSE · Financial Services · 在 SEC EDGAR 上查看 ↗
$41.38
价格 · 八月 19, 2026
截至...的财报数据 八月 6, 2026

关于 Walker & Dunlop, Inc Common Stock 公司概况(来自维基百科)

Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.

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Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.

## History

In 1937, Oliver Walker and Laird Dunlop founded the company.

In 2000, the grandson of Oliver Walker, William M. Walker joined the board of directors. In 2003, he became an executive vice president, by 2005 he was the president and by 2007 he became chairman and chief executive officer of the company.

In 2009, the company acquired commercial lender Column Guaranteed, a subsidiary of Credit Suisse.

In 2010, the company became a public company via an initial public offering.

In 2011, the company launched a bridge lending program.

in September 2012, the company acquired CWCapital for $234 million.

In November 2014, the company acquired Johnson Capital's loan origination and servicing platform.

In April 2015, the company acquired Engler Financial Group, investment advisory and brokerage firm focused on providing investment sales services to owners of multifamily properties.

In March 2018, the company acquired JCR Capital Investment Corporation, a Registered Investment Adviser.

In November 2018, the company acquired iCap Realty Advisors.

In 2019, the company acquired Enodo, an artificial intelligence and technology firm.

In January 2020, the company launched an appraisal joint venture with GeoPhy, Apprise by Walker & Dunlop.

In February 2020, the company acquired AKS Partners, one of New York City’s premier, independent capital markets advisory firms.

In March 2020, the company launched the Walker Webcast, a weekly webcast where CEO, Willy Walker, hosts a diverse network of leaders as they share wisdom that cuts across industry lines.

In May 2020, Walker & Dunlop closed its largest transaction in the company's history with a $2.4 billion Fannie Mae Credit Facility to refinance 67 multifamily properties in the Washington D.C. area.

In February 2021, the company acquired FourPoint Investment Sales Partners, a boutique brokerage firm specializing in student housing and conventional multifamily properties.

In May 2021, Walker & Dunlop announced the acquisition of industry-leading housing research and investment banking firm Zelman & Associates.

In December 2021, Walker & Dunlop announced the acquisition of Alliant Capital.

In 2022, Walker & Dunlop integrated a high-performing land brokerage group with experience in urban, suburban, and mixed-use development land. The acquisition enhanced W&D's land sales capacity.

Walker & Dunlop acquired the hospitality property sales and advisory company in 2024, hence adding hotel and resort property services among their business operations. The move aimed at ensuring that the company could venture into tourism, leisure, and business travel industries.

In February 2025, Walker & Dunlop expanded its international footprint with the launch of its London-based office. The London location marks the firm's first international office in its 87-year history.

In April 2025, Walker & Dunlop added a specialized data infrastructure advisory team focused on assets such as data centers, and digital infrastructure.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

WD 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$41.38
市值
$1.38B
P/E (TTM)
25.2
每股收益 (TTM)
$1.64
营收 (TTM)
$1.23B
股息收益率
6.6%
ROE
3.2%
负债/权益
52周区间
$39 – $90

WD 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $1.23B
3-point trend, +17.1%
2023-12-31 2025-12-31
EPS $1.64
3-point trend, -48.4%
2023-12-31 2025-12-31
自由现金流 $-680M
3-point trend, -3967.7%
2023-12-31 2025-12-31
利润率 4.6%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
WD
同行中位数
P/E (TTM)
3-point trend, +5.1%
25.2
10.8
P/S (TTM) (市销率 (TTM))
3-point trend, -53.0%
1.1
1.3
P/B (市净率)
3-point trend, -45.3%
0.8
1.2
Price / FCF (股价/自由现金流)
3-point trend, +98.6%
-2.0

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
WD
同行中位数
Net Profit Margin (净利润率)
3-point trend, -55.2%
4.6%
9.4%
ROA
3-point trend, -53.9%
1.2%
1.1%
ROE
3-point trend, -48.6%
3.2%
11.1%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
WD
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
WD
同行中位数
Revenue YoY (营收同比增长)
3-point trend, +17.1%
9.0%
Revenue CAGR 3Y (营收3年复合年增长率)
3-point trend, +17.1%
-0.65%
Revenue CAGR 5Y (营收5年复合年增长率)
3-point trend, +17.1%
2.6%
EPS YoY
3-point trend, -48.4%
-48.6%
Net Income YoY (净利润同比增长)
3-point trend, -47.6%
-48.0%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
WD
同行中位数
EPS (Diluted) (EPS (稀释))
3-point trend, -48.4%
$1.64

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
WD
同行中位数
Payout Ratio (派息率)
3-point trend, +106.5%
163.2%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
6.6%
派息率
163.2%
5年股息复合年增长率 (CAGR)
除息日金额
2026年5月21日$0.6800
2026年3月13日$0.6800
2025年11月21日$0.6700
2025年8月21日$0.6700
2025年5月15日$0.6700
2025年2月28日$0.6700
2024年11月22日$0.6500
2024年8月22日$0.6500
2024年5月15日$0.6500
2024年2月29日$0.6500
2023年11月22日$0.6300
2023年8月16日$0.6300
2023年5月17日$0.6300
2023年3月7日$0.6300
2022年11月23日$0.6000
2022年8月17日$0.6000
2022年5月18日$0.6000
2022年2月18日$0.6000
2021年11月18日$0.5000
2021年8月18日$0.5000

WD 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 12 位分析师
  • 强烈买入 4 33.3%
  • 买入 6 50.0%
  • 持有 2 16.7%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

3 位分析师 · 2026-08-18
中位数目标 $59.00 +42.6%
平均目标 $62.00 +49.8%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
-0.48%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.09 $0.84 -0.75%
2026年3月31日 $0.46 $0.28 0.18%
2025年12月31日 $-0.41 $1.27 -1.7%
2025年9月30日 $0.98 $1.20 -0.22%
2025年6月30日 $0.99 $0.74 0.25%
2025年3月31日 $0.08 $0.71 -0.63%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
WD $2.01B 36.7 9.0% 4.6% 3.2%
NMIH $3.11B 8.3 8.5% 55.0% 15.5%
MBIN
AGM 10.6 8.9% 50.8% 12.7%
UWMC 36.5 18.2% 0.87% 1.6%
VEL $822M 7.5 36.8% 56.5% 17.7%
WSBF $304M 11.2 4.8% 18.6% 7.6%
ONIT $390M 2.1 9.3% 17.8% 34.2%
LDI -4.6 -93.7% -609.7% -15.2%
BETR

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 12
WD 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +242.1% $1.23B $1.13B $1.05B $1.26B $1.26B $1.08B $817M $725M $712M $575M $468M $361M
Operating Expenses 12-point trend, +317.3% $1.16B $1.00B $916M $994M $907M $753M $587M $512M $478M $389M $333M $277M
Interest Expense 4-point trend, +176.6% · · $50M $49M $33M · · · · · · $18M
Interest Income 5-point trend, -77.2% $12M $40M $45M $65M $55M · · · · · · ·
Pretax Income 12-point trend, -5.9% $79M $132M $138M $265M $352M $330M $230M $213M $234M $186M $135M $84M
Income Tax 12-point trend, -32.2% $22M $31M $35M $56M $86M $84M $57M $52M $22M $71M $53M $32M
Net Income 12-point trend, +9.4% $56M $108M $107M $214M $266M $246M $173M $161M $211M $114M $82M $51M
EPS (Basic) 12-point trend, +3.1% $1.65 $3.19 $3.20 $6.43 $8.27 $7.85 $5.61 $5.15 $6.72 $3.66 $2.76 $1.60
EPS (Diluted) 12-point trend, +3.8% $1.64 $3.19 $3.18 $6.36 $8.15 $7.69 $5.45 $4.96 $6.47 $3.57 $2.65 $1.58
Shares (Basic) 12-point trend, +3.5% 33,347,000 33,116,000 32,697,000 32,326,000 31,081,000 30,444,000 29,913,000 30,202,000 30,176,000 29,768,000 29,754,000 32,210,000
Shares (Diluted) 12-point trend, +2.3% 33,369,000 33,158,000 32,875,000 32,687,000 31,533,000 31,083,000 30,815,000 31,384,000 31,386,000 30,537,000 30,949,000 32,624,000
EBITDA 12-point trend, +197.8% $239M $238M $227M $235M $210M $169M $152M $142M $131M $111M $98M $80M
资产负债表 14
WD 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +164.1% $299M $279M $329M $226M $306M $321M $121M $90M $191M $119M $137M $113M
PP&E (Net) 5-point trend, -25.2% $54M $48M $43M $34M $73M · · · · · · ·
Goodwill 12-point trend, +1065.7% $869M $869M $902M $960M $699M $249M $180M $174M $124M $96M $90M $75M
Intangibles 9-point trend, -62.3% $142M $157M $182M $199M $184M $2M $719M $670M · · · $376M
Total Assets 12-point trend, +151.8% $5.06B $4.38B $4.05B $4.05B $5.21B $4.65B $2.68B $2.78B $2.21B $3.05B $3.51B $2.01B
Deferred Tax 12-point trend, +180.5% $237M $241M $245M $243M $225M $186M $147M $126M $108M $139M $101M $85M
Total Liabilities 12-point trend, +110.3% $3.31B $2.62B $2.31B $2.33B $3.63B $3.45B $1.63B $1.87B $1.39B $2.44B $3.02B $1.58B
Long-term Debt · · · · · · · · · · · $1.39B
Common Stock 12-point trend, +5.0% $334.0K $332.0K $329.0K $323.0K $320.0K $307.0K $300.0K $295.0K $300.0K $296.0K $295.0K $318.0K
Retained Earnings 12-point trend, +513.7% $1.28B $1.32B $1.30B $1.28B $1.15B $953M $797M $667M $580M $381M $272M $209M
AOCI 9-point trend, +1917.2% $2M $586.0K $-479.0K $-2M $3M $2M $737.0K $-75.0K $93.0K · · ·
Stockholders' Equity 12-point trend, +300.3% $1.74B $1.75B $1.72B $1.69B $1.55B $1.20B $1.04B $902M $809M $610M $488M $433M
Liabilities + Equity 12-point trend, +151.8% $5.06B $4.38B $4.05B $4.05B $5.21B $4.65B $2.68B $2.78B $2.21B $3.05B $3.51B $2.01B
Shares Outstanding 12-point trend, +4.9% 33,389,000 33,194,000 32,874,000 32,396,000 32,049,000 30,678,000 30,035,000 29,497,000 30,016,000 29,551,000 29,466,000 31,822,000
现金流 16
WD 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +197.8% $239M $238M $227M $235M $210M $169M $152M $142M $131M $111M $98M $80M
Stock-based Comp 12-point trend, +167.6% $27M $27M $28M $34M $37M $28M $24M $24M $21M $18M $14M $10M
Deferred Tax 12-point trend, -156.8% $-6M $-2M $1M $18M $34M $47M $22M $17M $-31M $38M $17M $10M
Amort. of Intangibles 2-point trend, +156.8% · · · · · · · · · · $2M $771.0K
Other Non-cash 12-point trend, -11.2% $-980M $-241M $-364M $1.08B $324M $-1.90B $56M $-281M $735M $478M $-1.55B $-881M
Operating Cash Flow 12-point trend, +5.5% $-664M $129M $-518.0K $1.58B $870M $-1.41B $428M $64M $1.07B $759M $-1.34B $-703M
CapEx 12-point trend, +524.6% $16M $13M $16M $22M $9M $3M $5M $5M $5M $2M $1M $3M
Investing Cash Flow 11-point trend, -184.0% $-77M $-38M $127M $-134M $-378M $115M $-80M $-552M $97M $-67M $-27M ·
Stock Issued 10-point trend, -56.4% · · $3M $486.0K $5M $14M $6M $9M $3M $4M $8M $8M
Stock Repurchased 12-point trend, -72.2% $10M $12M $21M $42M $19M $46M $31M $69M $35M $13M $50M $38M
Net Stock Activity 12-point trend, +65.0% $-10M $-12M $-17M $-42M $-14M $-32M $-25M $-60M $-32M $-9M $-43M $-30M
Dividends Paid 8-point trend, +191.9% $92M $89M $85M $80M $64M $45M $37M $31M · · · ·
Financing Cash Flow 11-point trend, -45.3% $758M $-155M $7M $-1.58B $-458M $1.52B $-332M $322M $-1.09B $-694M $1.39B ·
Taxes Paid 7-point trend, -43.3% $23M $32M $31M $59M $43M $30M $40M · · · · ·
Free Cash Flow 12-point trend, +7.1% $-680M $116M $-17M $1.56B $861M $-1.41B $423M $59M $1.06B $757M $-1.34B $-732M
Levered FCF 2-point trend, +92.7% · · $-54M · · · · · · · · $-743M
盈利能力 5
WD 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -68.0% 4.6% 9.6% 10.2% 17.0% 21.1% 22.7% 21.2% 22.3% 29.7% 19.9% 17.6% 14.2%
Pretax Margin 12-point trend, -72.5% 6.4% 11.6% 13.1% 21.1% 28.0% 30.5% 28.2% 29.3% 32.8% 32.3% 28.9% 23.3%
EBITDA Margin 12-point trend, -12.9% 19.3% 21.0% 21.5% 18.7% 16.7% 15.6% 18.7% 19.6% 18.4% 19.4% 21.0% 22.2%
ROA 12-point trend, -63.6% 1.2% 2.4% 2.6% 4.3% 5.1% 6.7% 6.3% 6.5% 8.0% 3.5% 3.0% 3.3%
ROE 12-point trend, -73.7% 3.2% 6.2% 6.3% 13.2% 18.7% 21.3% 17.9% 18.9% 29.7% 20.8% 17.9% 12.3%
效率 1
WD 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +13.9% 0.3 0.3 0.3 0.3 0.2 0.3 0.3 0.3 0.3 0.2 0.2 0.2
每股 7
WD 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +281.5% $51.96 $52.66 $52.44 $52.15 $48.37 $38.99 $34.48 $30.58 $26.97 $20.65 $16.56 $13.62
Revenue / Share 12-point trend, +234.5% $36.99 $34.15 $32.07 $38.51 $39.93 $34.86 $26.52 $23.11 $22.10 $18.45 $15.13 $11.06
Cash Flow / Share 12-point trend, +11.0% $-19.91 $3.90 $-0.02 $48.42 $27.60 $-45.41 $13.88 $2.04 $33.15 $24.36 $-43.29 $-22.36
Cash / Share 12-point trend, +151.7% $8.96 $8.41 $10.00 $6.97 $9.54 $10.47 $4.02 $3.05 $6.37 $4.02 $4.65 $3.56
Dividend / Share · · · · · · · $1 · · · ·
Dividend Paid / Share 8-point trend, +168.0% $3 $3 $3 $2 $2 $1 $1 $1 · · · ·
EPS (TTM) 12-point trend, +3.8% $1.64 $3.19 $3.18 $6.36 $8.15 $7.69 $5.45 $4.96 $6.47 $3.57 $2.65 $1.58
增长率 10
WD 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -44.5% 9.0% 7.4% -16.2% -0.03% 16.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +28.6% -0.65% -3.5% -0.91% · · · · · · · · ·
Revenue CAGR 5Y 2.6% · · · · · · · · · · ·
EPS YoY 5-point trend, -912.5% -48.6% 0.31% -50.0% -22.0% 6.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -42.5% -36.4% -26.9% -25.5% · · · · · · · · ·
EPS CAGR 5Y -26.6% · · · · · · · · · · ·
Net Income YoY 5-point trend, -703.0% -48.0% 0.75% -49.8% -19.5% 8.0% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -48.7% -35.9% -25.9% -24.2% · · · · · · · · ·
Net Income CAGR 5Y -25.6% · · · · · · · · · · ·
Dividend CAGR 5Y 15.2% · · · · · · · · · · ·
估值 (TTM) 13
WD 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +242.1% $1.23B $1.13B $1.05B $1.26B $1.26B $1.08B $817M $725M $712M $575M $468M $361M
Net Income TTM 12-point trend, +9.4% $56M $108M $107M $214M $266M $246M $173M $161M $211M $114M $82M $51M
Market Cap 12-point trend, +259.8% $2.01B $3.23B $3.65B $2.54B $4.84B $2.82B $1.94B $1.28B $1.43B $922M $849M $558M
P/E 12-point trend, +230.4% 36.7 30.5 34.9 12.3 18.5 12.0 11.9 8.7 7.3 8.7 10.9 11.1
P/S 12-point trend, +5.2% 1.6 2.8 3.5 2.0 3.8 2.6 2.4 1.8 2.0 1.6 1.8 1.5
P/B 12-point trend, -10.1% 1.2 1.8 2.1 1.5 3.1 2.4 1.9 1.4 1.8 1.5 1.7 1.3
P / Tangible Book 6-point trend, -7.2% 2.8 4.5 5.7 4.8 7.2 3.0 · · · · · ·
P / Cash Flow 12-point trend, -295.1% -3.0 24.9 -7045.1 1.6 5.6 -2.0 4.5 19.9 1.3 1.2 -0.6 -0.8
P / FCF 12-point trend, -287.3% -3.0 27.7 -218.3 1.6 5.6 -2.0 4.6 21.5 1.3 1.2 -0.6 -0.8
Dividend Yield 8-point trend, +85.8% 4.6% 2.8% 2.3% 3.1% 1.3% 1.6% 1.9% 2.5% · · · ·
Earnings Yield 12-point trend, -69.7% 2.7% 3.3% 2.9% 8.1% 5.4% 8.4% 8.4% 11.5% 13.6% 11.4% 9.2% 9.0%
Payout Ratio 8-point trend, +737.8% 163.2% 81.9% 79.0% 37.5% 24.2% 18.4% 21.5% 19.5% · · · ·
Annual Payout 8-point trend, +191.9% $92M $89M $85M $80M $64M $45M $37M $31M · · · ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312025-06-302025-03-312024-12-312024-09-30
收入 $1.23B$1.13B
净收入 $56M$108M
稀释后每股收益 (EPS) $1.64$3.19
现金流
2025-12-312025-06-302025-03-312024-12-312024-09-30
自由现金流 $-680M$116M

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机构持有人 (13F) 287 家申报者 · $1.0B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
56 (+7 与上一季度对比) 35 (-19 与上一季度对比) 95 (-4 与上一季度对比) 61 (-10 与上一季度对比) -1.1M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD PORTFOLIO MANAGEMENT LLC $113883814 2081971 11.12% 股份
STATE STREET CORP $88725479 1622038 8.66% 股份
VANGUARD CAPITAL MANAGEMENT LLC $81689691 1493413 7.97% 股份
DIMENSIONAL FUND ADVISORS LP $75256564 1375806 7.35% 股份
ALLIANCEBERNSTEIN L.P. $58197846 1311353 5.68% 股份
JANUS HENDERSON GROUP PLC $44111279 993945 4.31% 股份
GEODE CAPITAL MANAGEMENT, LLC $40779321 745349 3.98% 股份
ROYCE & ASSOCIATES LP $37004933 676507 3.61% 股份
DEPRINCE RACE & ZOLLO INC $32329188 728463 3.16% 股份
Alyeska Investment Group, L.P. $30382513 555439 2.97% 股份
AMERIPRISE FINANCIAL INC $29019116 530514 2.83% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $26325797 481276 2.57% 股份
Erste Asset Management GmbH $24223500 450000 2.36% 股份
MetLife Investment Management, LLC $20034477 366261 1.96% 股份
Balyasny Asset Management L.P. $18038474 329771 1.76% 股份
MORGAN STANLEY $15037333 274905 1.47% 股份
VANGUARD GROUP INC $12956551 215404 1.26% 股份
VANGUARD FIDUCIARY TRUST CO $12346337 225710 1.21% 股份
Rockefeller Capital Management L.P. $10221358 186862 1.00% 股份
Russell Investments Group, Ltd. $9391280 171687 0.92% 股份
GOLDMAN SACHS GROUP INC $9226632 168677 0.90% 股份
CRAWFORD INVESTMENT COUNSEL INC $7826874 143087 0.76% 股份
Verdence Capital Advisors LLC $7578937 138555 0.74% 股份
Kathmere Capital Management, LLC $7570535 138401 0.74% 股份
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7277288 133040 0.71% 股份
Public Sector Pension Investment Board $6584567 120376 0.64% 股份
DEUTSCHE BANK AG\ $6539166 119546 0.64% 股份
GRATIA CAPITAL, LLC $6361610 116300 0.62% 买入期权
NEW YORK STATE COMMON RETIREMENT FUND $6329556 115714 0.62% 股份
FIRST TRUST ADVISORS LP $6148827 112410 0.60% 股份
Qube Research & Technologies Ltd $5954150 108851 0.58% 股份
Invenomic Capital Management LP $5846391 106881 0.57% 股份
Bank of New York Mellon Corp $5352942 97860 0.52% 股份
Man Group plc $5095305 93150 0.50% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5021460 91800 0.49% 买入期权
TWO SIGMA ADVISERS, LP $4962375 82500 0.48% 股份
BANK OF AMERICA CORP /DE/ $4919444 89935 0.48% 股份
RHUMBLINE ADVISERS $4858489 88821 0.47% 股份
Trexquant Investment LP $4652344 85052 0.45% 股份
STATE OF WISCONSIN INVESTMENT BOARD $4236624 77452 0.41% 股份
XTX Topco Ltd $4129959 75502 0.40% 股份
RPg Family Wealth Advisory, LLC $4070044 74407 0.40% 股份
ALGERT GLOBAL LLC $3765548 68840 0.37% 股份
Swiss National Bank $3653960 66800 0.36% 股份
MARSHALL WACE, LLP $3439427 62878 0.34% 股份
ENVESTNET ASSET MANAGEMENT INC $2903424 53079 0.28% 股份
Legal & General Group Plc $2870054 52469 0.28% 股份
IEQ CAPITAL, LLC $2639932 48262 0.26% 股份
Allianz Asset Management GmbH $2570578 57922 0.25% 股份
BlackRock, Inc. $2476871 45281 0.24% 股份
Resolute Capital Asset Partners LLC $2461500 45000 0.24% 股份
Mariner, LLC $2315675 42335 0.23% 股份
RENAISSANCE TECHNOLOGIES LLC $2235808 40874 0.22% 股份
PDT Partners, LLC $2183733 39922 0.21% 股份
SHUFRO ROSE & CO LLC $2092348 38251 0.20% 股份
AMERICAN CENTURY COMPANIES INC $1986102 36309 0.19% 股份
ARGA Investment Management, LP $1948906 35629 0.19% 股份
PRUDENTIAL FINANCIAL INC $1936107 35395 0.19% 股份
VANGUARD ASSET MANAGEMENT, Ltd $1741101 31830 0.17% 股份
CAPITOLIS LIQUID GLOBAL MARKETS LLC $1733990 31700 0.17% 股份
STEINBERG ASSET MANAGEMENT LLC $1659270 30334 0.16% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1648220 30132 0.16% 股份
HighTower Advisors, LLC $1647561 30120 0.16% 股份
WELLS FARGO & COMPANY/MN $1609712 29428 0.16% 股份
CAPTRUST FINANCIAL ADVISORS $1590457 29076 0.16% 股份
MILLENNIUM MANAGEMENT LLC $1466179 26804 0.14% 股份
Freestone Grove Partners LP $1461803 26724 0.14% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1288085 29024 0.13% 股份
Schonfeld Strategic Advisors LLC $1277463 23354 0.12% 股份
MERCER GLOBAL ADVISORS INC /ADV $1242210 22710 0.12% 股份
VARCOV Co. $1238736 22646 0.12% 股份
BNP PARIBAS FINANCIAL MARKETS $1223201 22362 0.12% 股份
Quantinno Capital Management LP $1151664 21054 0.11% 股份
EAGLE ROCK INVESTMENT COMPANY, LLC $1103737 20178 0.11% 股份
Cornerstone Investment Partners, LLC $1080434 19752 0.11% 股份
JANE STREET GROUP, LLC $1033830 18900 0.10% 买入期权
D. E. Shaw & Co., Inc. $1030056 18831 0.10% 股份
Illinois Municipal Retirement Fund $972621 17781 0.09% 股份
Walleye Capital LLC $962009 17587 0.09% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $916389 16753 0.09% 股份
GRATIA CAPITAL, LLC $909059 16619 0.09% 股份
Holocene Advisors, LP $889696 16265 0.09% 股份
Federation des caisses Desjardins du Quebec $873914 15974 0.09% 股份
CANADA PENSION PLAN INVESTMENT BOARD $858790 15700 0.08% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $848944 15520 0.08% 股份
AlphaQuest LLC $822732 13678 0.08% 股份
Louisiana State Employees Retirement System $820500 15000 0.08% 股份
BROWN ADVISORY INC $820500 15000 0.08% 股份
Kestra Advisory Services, LLC $792745 14493 0.08% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $768635 15302 0.08% 股份
QSV Equity Investors LLC $749048 12453 0.07% 股份
TWO SIGMA INVESTMENTS, LP $740693 13541 0.07% 股份
Carson Advisory Inc. $738450 13500 0.07% 股份
Invesco Ltd. $737848 13489 0.07% 股份
GatePass Capital, LLC $734457 13427 0.07% 股份
Vanguard Global Advisers, LLC $701692 12828 0.07% 股份
ALLSTATE CORP $699449 12787 0.07% 股份
D. E. Shaw & Co., Inc. $678280 12400 0.07% 买入期权
Engineers Gate Manager LP $672810 12300 0.07% 股份
CAXTON ASSOCIATES LLP $655032 11975 0.06% 股份

公司内部人士 26 位内幕人士 · 8 位高管 · 16 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
William M Walker Chairman & CEO 2026年6月4日 A 488948 1 0 $474600
Gregory Florkowski EVP & Chief Financial Officer 2026年6月4日 A 37862 0 0 $0
Deborah A Wilson EVP, CFO & Treasurer 2013年3月25日 F 93487 0 0 $0
Stephen P Theobald EVP & Chief Operating Officer 2026年6月4日 A 81551 0 0 $0
Daniel J Groman EVP, GC, Secretary & CCO 2026年6月4日 A 22305 0 0 $0
Paula A. Pryor EVP and Chief HR Officer 2026年6月4日 A 15254 0 1 $-459963
Richard M Lucas EVP & Gen Counsel & Secretary 2024年3月20日 A 143120 0 0 $0
Richard C Warner EVP & Chief Credit Officer 2020年3月2日 M 57176 0 0 $0
Gary S Pinkus 董事 2026年5月19日 A 0 0 $0
Ellen Levy 董事 2026年5月19日 A 0 0 $0
Donna Wells 董事 2026年5月19日 A 6658 1 0 $23480
Jeffery R Hayward 董事 2026年5月19日 A 6712 0 0 $0
John E. Rice Jr 董事 2026年5月19日 A 36397 0 0 $0
Ernest Michael Freedman 董事 2026年5月19日 A 9193 1 0 $246050
Dana L Schmaltz 董事 2026年5月19日 A 87421 1 0 $45780
Michael D Malone 董事 2024年5月2日 A 31519 0 0 $0
Howard W Smith III 董事 2024年3月15日 A 191508 0 0 $0
Michael J. Warren 董事 2023年5月4日 A 528 0 0 $0
Alan J Bowers 董事 2022年3月11日 L 43026 0 0 $0
Cynthia A Hallenbeck 董事 2018年5月10日 A 20639 0 0 $0
Andrew C Florance 董事 2015年6月4日 A 24019 0 0 $0
Mitchell M Gaynor 董事 2013年8月12日 P 18543 0 0 $0
Edmund Frederick Taylor 董事 2011年8月16日 A 5517 0 0 $0
Fortress Investment Group LLC 10% 所有者 2015年3月20日 S 0 0 0 $0
CREDIT SUISSE/ 10% 所有者 2013年3月27日 S 3429875 0 0 $0
Mallory Walker 10% 所有者 2010年12月20日 S 2189307 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

激进投资者及 5%+ 股东 8 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
William M. Walker, Walker Family Holdings, LLC ×8 申报 2022年9月16日 初始申报 SEC
Howard W. Smith, III ×4 申报 2015年12月30日 初始申报 SEC
Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II UB Securities LLC, FCO MA II LP, FCO MA LSS LP, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, FCOF UB Investments LLC, FCOF II UB Investments LLC, FIF V WD LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×4 申报 2015年3月24日 初始申报 资本结构 SEC
Credit Suisse AG (See Item 2) ×3 申报 2014年3月19日 初始申报 SEC
Credit Suisse AG ×4 申报 2013年4月10日 初始申报 SEC
Mallory Walker ×4 申报 2012年12月12日 初始申报 SEC
CW Financial Services LLC, Galaxy Acquisition LLC, Galaxy CF Holdings LLC, Galaxy PEF Holdings LLC, Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II LP, FCO MA LSS LP, Galaxy CF UST Investment Holdings LLC, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Galaxy Acquisition Blocker B LLC, Galacy Acquisition Blocker CFG LLC, Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×3 申报 2012年9月14日 初始申报 董事会活动 SEC
2012年6月19日 初始申报 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF持仓 由 60 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
FYT · First Trust Exchange-Traded Alpha... 0.68% 24623 NS 2026年4月30日 N-PORT
HAPS · Harbor ETF Trust 0.33% 10421 NS 2026年4月30日 N-PORT
FYX · First Trust Exchange-Traded Alpha... 0.32% 78214 NS 2026年4月30日 N-PORT
ESSC · Strategy Shares 0.19% 979 NS 2026年4月30日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.14% 3806 NS 2026年4月30日 N-PORT
NUSC · Nushares ETF Trust 0.13% 32425 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.11% 15928 NS 2026年5月31日 N-PORT
EBIT · Harbor ETF Trust 0.10% 218 NS 2026年4月30日 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.09% 12615 NS 2026年4月30日 N-PORT
SAA · ProShares Trust 0.08% 408 NS 2026年5月31日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.07% 128364 NS 2026年5月31日 N-PORT
DFAT · Dimensional ETF Trust 0.07% 187987 NS 2026年4月30日 N-PORT
DFSV · Dimensional ETF Trust 0.06% 85536 NS 2026年4月30日 N-PORT
RSSL · Global X Funds 0.05% 14284 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.05% 26174 NS 2026年5月31日 N-PORT
ITWO · ProShares Trust 0.04% 1552 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.04% 112237 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.04% 163018 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.02% 1214 NS 2026年5月31日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.02% 4557 NS 2026年5月31日 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.02% 8618 NS 2026年4月30日 N-PORT
URTY · ProShares Trust 0.02% 1231 NS 2026年5月31日 N-PORT
DXUV · Dimensional ETF Trust 0.02% 1235 NS 2026年4月30日 N-PORT
HDG · ProShares Trust 0.01% 31 NS 2026年5月31日 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.01% 1604 NS 2026年5月31日 N-PORT
TILT · FlexShares Trust 0.01% 2002 NS 2026年4月30日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 37136 NS 2026年4月30日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 19865 NS 2026年5月31日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 4241 NS 2026年4月30日 N-PORT
EBI · RBB Fund Trust 0.00% 12 NS 2026年5月31日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 284 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 2026年7月15日 每日
VB · VANGUARD INDEX FUNDS 2026年7月15日 每日
VBR · VANGUARD INDEX FUNDS 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS 2026年7月15日 每日
VFVA · VANGUARD WELLINGTON FUND 2026年7月30日 每日
VT · VANGUARD INTERNATIONAL EQUITY IND... 2026年7月15日 每日
VIOO · VANGUARD ADMIRAL FUNDS 2026年7月15日 每日
VIOV · VANGUARD ADMIRAL FUNDS 2026年7月15日 每日
VYM · VANGUARD WHITEHALL FUNDS 2026年7月15日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
IJR · iShares Trust 2026年8月3日 每日
IJS · iShares Trust 2026年8月10日 每日
ITOT · iShares Trust 2026年7月22日 每日
IWV · iShares Trust 2026年8月18日 每日
IWN · iShares Trust 2026年8月17日 每日
IWM · iShares Trust 2026年8月18日 每日
XJR · iShares Trust 2026年8月18日 每日