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
Q1 		– Sell
-11,252
Closed -$677K – 3043
2025
Q4 		$677K Sell
11,252
-243
-2% -$17.2K ﹤0.01% 2132
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Corient Private Wealth's WD Position: Q1 2026 in Review

Corient Private Wealth sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 11,252 shares — an estimated $677K sold.

Corient Private Wealth first reported a position in WD in Q4 2022 and held it in 13 quarters. The position peaked at $5.13M in Q1 2024. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Corient Private Wealth reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 11,252 Walker & Dunlop shares in Q1 2026, an estimated $677K.
  • Corient Private Wealth first reported a position in Walker & Dunlop in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Walker & Dunlop position peaked at $5.13M in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.