COMPASS FINANCIAL MANAGEMENT LLC’s Walker & Dunlop WD Stock Holding History

COMPASS FINANCIAL 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 Q2	$20.7K	Buy	+400	New	+$20.3K	﹤0.01%	888

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Walker & Dunlop (WD) in Q2 2026: 400 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings.

179 funds tracked by Wall St. Rank hold WD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 400 shares of Walker & Dunlop worth $20.7K as of Q2 2026.
Walker & Dunlop was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #888 holding.
179 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.