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Walker & Dunlop (WD)
NYSE:WD
US Market
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Walker & Dunlop (WD) Assets by Segment

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Assets by Segment

Shows how the company’s balance sheet is allocated across business units — loans, servicing rights, securities, etc. — highlighting capital intensity and concentration that drive risk, return, and liquidity needs as market or interest-rate conditions change.
Capital Markets assets have been lumpy but show a clear inflection into expansion recently, paralleled by a profitability turnaround and reflecting the record transaction and debt origination surge; that cyclical volatility means earnings can swing materially with market activity, so near-term upside depends on the pipeline and rate stabilization. Meanwhile, Servicing & Asset Management is a steady, growing annuity—its expanding portfolio underpins recurring fees, supports the dividend and buybacks, and de-risks the business. Remaining GSE repurchase exposure still creates a modest earnings drag and disposal/timing risk despite management’s progress.
Date
Capital Markets
Servicing & Asset Management
Corporate
Jun 30, 2026
$2.00B$2.46B$434.56M
Mar 31, 2026
$3.17B$2.54B$460.02M
Dec 31, 2025
$2.03B$2.43B$601.71M
Sep 30, 2025
$2.87B$2.40B$530.92M
Jun 30, 2025
$1.85B$2.34B$486.78M
Mar 31, 2025
$1.58B$2.48B$448.23M
Dec 31, 2024
$1.41B$2.44B$534.80M
Sep 30, 2024
$1.71B$2.50B$371.91M
Jun 30, 2024
$1.49B$2.28B$400.32M
Mar 31, 2024
$1.16B$2.27B$400.59M