UMB Private Wealth Management, LLC’s Walker & Dunlop WD Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio WD Stock Details WD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$351	Buy	+10	New	+$441	﹤0.01%	1380

Other funds holding WD

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

UMB Private Wealth Management, LLC's WD Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Walker & Dunlop (WD) in Q3 2026: 10 shares worth $351. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings.

22 funds tracked by Wall St. Rank hold WD as of Q3 2026.

UMB Private Wealth Management, LLC held 10 shares of Walker & Dunlop worth $351 as of Q3 2026.
Walker & Dunlop was a new UMB Private Wealth Management, LLC position in Q3 2026.
Walker & Dunlop made up ﹤0.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #1380 holding.
22 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.