Corient Private Wealth
WD icon

Corient Private Wealth’s Walker & Dunlop WD Stock Holding History

Corient Private Wealth’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 		$808K Buy
+14,773
New +$748K ﹤0.01% 1927
2026
Q1 		– Sell
-5,626
Closed -$338K – 3000
2025
Q4 		$338K Sell
5,626
-5,869
-51% -$417K ﹤0.01% 2101
2025
Q3 		$961K Buy
11,495
+315
+3% +$25.4K ﹤0.01% 1449
2025
Q2 		$788K Sell
11,180
-1,886
-14% -$136K ﹤0.01% 1474
2025
Q1 		$1.12M Sell
13,066
-22,518
-63% -$2.02M ﹤0.01% 1227
2024
Q4 		$2.64M Sell
35,584
-1,449
-4% -$157K ﹤0.01% 897
2024
Q3 		$4.21M Sell
37,033
-7,672
-17% -$803K 0.01% 803
2024
Q2 		$4.39M Sell
44,705
-6,086
-12% -$579K 0.01% 743
2024
Q1 		$5.13M Buy
50,791
+13,048
+35% +$1.25M 0.01% 701
2023
Q4 		$4.19M Sell
37,743
-19,069
-34% -$1.57M 0.01% 740
2023
Q3 		$4.22M Sell
56,812
-3
-0% -$254 0.01% 672
2023
Q2 		$4.49M Buy
56,815
+46,894
+473% +$3.39M 0.01% 659
2023
Q1 		$756K Sell
9,921
-1,473
-13% -$128K ﹤0.01% 1202
2022
Q4 		$894K Buy
+11,394
New +$957K ﹤0.01% 954

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

Corient Private Wealth's WD Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Walker & Dunlop (WD) in Q2 2026: 14,773 shares worth $808K. The stake represents ﹤0.01% of the portfolio and ranks #1927 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in WD as recently as Q4 2025.

Corient Private Wealth first reported a position in WD in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.13M in Q1 2024. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Corient Private Wealth held 14,773 shares of Walker & Dunlop worth $808K as of Q2 2026.
  • Walker & Dunlop was a new Corient Private Wealth position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1927 holding.
  • Corient Private Wealth first reported a position in Walker & Dunlop in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Walker & Dunlop position peaked at $5.13M in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.