CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Walker & Dunlop WD Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$1.59M Buy
+29,076
New +$1.47M ﹤0.01% 1458
2024
Q1 		– Sell
-2,317
Closed -$257K – 2672
2023
Q4 		$257K Buy
+2,317
New +$190K ﹤0.01% 2215
2022
Q3 		– Sell
-1,522
Closed -$147K – 4049
2022
Q2 		$147K Buy
1,522
+44
+3% +$4.85K ﹤0.01% 1915
2022
Q1 		$191K Buy
1,478
+910
+160% +$125K ﹤0.01% 1762
2021
Q4 		$86K Sell
568
-36
-6% -$5.02K ﹤0.01% 2277
2021
Q3 		$69K Sell
604
-12
-2% -$1.26K ﹤0.01% 2362
2021
Q2 		$64K Sell
616
-218
-26% -$22.8K ﹤0.01% 2359
2021
Q1 		$86K Buy
834
+282
+51% +$27.4K ﹤0.01% 2070
2020
Q4 		$51K Sell
552
-450
-45% -$33.3K ﹤0.01% 1822
2020
Q3 		$55K Buy
1,002
+516
+106% +$27.1K ﹤0.01% 1599
2020
Q2 		$24K Buy
+486
New +$19.9K ﹤0.01% 1874
2019
Q4 		– Sell
-506
Closed -$28K – 1805
2019
Q3 		$28K Buy
506
+3
+0.6% +$168 ﹤0.01% 1200
2019
Q2 		$27K Buy
+503
New +$26.6K ﹤0.01% 1192
2018
Q3 		– Sell
-46
Closed -$3K – 1718
2018
Q2 		$3K Buy
+46
New +$2.65K ﹤0.01% 1387

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

CAPTRUST Financial Advisors's WD Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Walker & Dunlop (WD) in Q2 2026: 29,076 shares worth $1.59M. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in WD as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in WD in Q2 2018 and has held it in 14 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • CAPTRUST Financial Advisors held 29,076 shares of Walker & Dunlop worth $1.59M as of Q2 2026.
  • Walker & Dunlop was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1458 holding.
  • CAPTRUST Financial Advisors first reported a position in Walker & Dunlop in Q2 2018 and has held it in 14 quarters since.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.