CFM
WD icon

Compass Financial Management’s Walker & Dunlop WD Stock Holding History

Compass Financial Management’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
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Compass Financial Management's WD Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 400 shares of Walker & Dunlop worth $20.7K as of Q2 2026.
  • Walker & Dunlop was a new Compass Financial Management position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #888 holding.
  • 249 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.