CIBC Private Wealth Group’s Walker & Dunlop WD Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$4.13K	Buy	69 +7	+11%	+$497	﹤0.01%	2667
2025 Q3	$5.16K	Hold	62	–	–	﹤0.01%	2553
2025 Q2	$4.35K	Sell	62 -1,964	-97%	-$142K	﹤0.01%	2480
2025 Q1	$150K	Buy	2,026 +26	+1%	+$2.33K	﹤0.01%	1188
2024 Q4	$184K	Hold	2,000	–	–	﹤0.01%	1186
2024 Q3	$227K	Hold	2,000	–	–	﹤0.01%	1121
2024 Q2	$190K	Hold	2,000	–	–	﹤0.01%	1126
2024 Q1	$197K	Hold	2,000	–	–	﹤0.01%	1131
2023 Q4	$222K	Buy	+2,000	New	+$164K	﹤0.01%	1036
2022 Q2	–	Sell	-2,000	Closed	-$259K	–	1318
2022 Q1	$259K	Hold	2,000	–	–	﹤0.01%	889
2021 Q4	$302K	Hold	2,000	–	–	﹤0.01%	875
2021 Q3	$227K	Hold	2,000	–	–	﹤0.01%	874
2021 Q2	$209K	Buy	+2,000	New	+$209K	﹤0.01%	992

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CIBC Private Wealth Group's WD Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Walker & Dunlop (WD) stake by 11% in Q4 2025, buying an estimated $497 and bringing the position to 69 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

CIBC Private Wealth Group first reported a position in WD in Q2 2021 and has held it in 13 quarters since. The position peaked at $302K in Q4 2021. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

CIBC Private Wealth Group held 69 shares of Walker & Dunlop worth $4.13K as of Q4 2025.
CIBC Private Wealth Group bought 7 Walker & Dunlop shares in Q4 2025, an estimated $497.
Walker & Dunlop made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2667 holding.
CIBC Private Wealth Group first reported a position in Walker & Dunlop in Q2 2021 and has held it in 13 quarters since.
CIBC Private Wealth Group's Walker & Dunlop position peaked at $302K in Q4 2021.
277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.