Creative Planning
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Creative Planning’s Walker & Dunlop WD Stock Holding History

Creative Planning’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 		$754K Buy
16,992
+8,031
+90% +$453K ﹤0.01% 2696
2025
Q4 		$539K Sell
8,961
-15,241
-63% -$1.08M ﹤0.01% 2778
2025
Q3 		$2.02M Buy
24,202
+5,739
+31% +$462K ﹤0.01% 1539
2025
Q2 		$1.3M Sell
18,463
-2,970
-14% -$215K ﹤0.01% 1643
2025
Q1 		$1.83M Buy
21,433
+3,544
+20% +$317K ﹤0.01% 1238
2024
Q4 		$1.74M Buy
17,889
+1,867
+12% +$202K ﹤0.01% 1227
2024
Q3 		$1.82M Buy
16,022
+4,764
+42% +$499K ﹤0.01% 1120
2024
Q2 		$1.11M Buy
11,258
+3,086
+38% +$294K ﹤0.01% 1342
2024
Q1 		$826K Buy
8,172
+913
+13% +$87.7K ﹤0.01% 1471
2023
Q4 		$806K Buy
7,259
+38
+0.5% +$3.12K ﹤0.01% 1365
2023
Q3 		$536K Buy
7,221
+942
+15% +$79.6K ﹤0.01% 1522
2023
Q2 		$497K Buy
6,279
+3,509
+127% +$253K ﹤0.01% 1553
2023
Q1 		$211K Buy
+2,770
New +$240K ﹤0.01% 2093
2021
Q2 		– Sell
-2,743
Closed -$282K – 2606
2021
Q1 		$282K Buy
+2,743
New +$266K ﹤0.01% 1830
2017
Q3 		– Sell
-767
Closed -$37K – 3699
2017
Q2 		$37K Hold
767
– – ﹤0.01% 2761
2017
Q1 		$32K Buy
+767
New +$28.3K ﹤0.01% 2797
2016
Q3 		– Sell
-600
Closed -$14K – 4750
2016
Q2 		$14K Hold
600
– – ﹤0.01% 3034
2016
Q1 		$15K Sell
600
-178
-23% -$4.21K ﹤0.01% 2970
2015
Q4 		$22K Buy
778
+13
+2% +$375 ﹤0.01% 2782
2015
Q3 		$20K Buy
+765
New +$19.1K ﹤0.01% 2734
2015
Q2 		– Sell
-400
Closed -$7K – 3011
2015
Q1 		$7K Hold
400
– – ﹤0.01% 3412
2014
Q4 		$7K Sell
400
-500
-56% -$7.95K ﹤0.01% 3340
2014
Q3 		$12K Buy
900
+500
+125% +$6.94K ﹤0.01% 2852
2014
Q2 		$6K Hold
400
– – ﹤0.01% 3141
2014
Q1 		$7K Buy
+400
New +$6.27K ﹤0.01% 2952

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

Creative Planning's WD Position: Q1 2026 in Review

Creative Planning increased its Walker & Dunlop (WD) stake by 90% in Q1 2026, buying an estimated $453K and bringing the position to 16,992 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Creative Planning first reported a position in WD in Q1 2014 and has held it in 25 quarters since. The position peaked at $2.02M in Q3 2025. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Creative Planning held 16,992 shares of Walker & Dunlop worth $754K as of Q1 2026.
  • Creative Planning bought 8,031 Walker & Dunlop shares in Q1 2026, an estimated $453K.
  • Walker & Dunlop made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2696 holding.
  • Creative Planning first reported a position in Walker & Dunlop in Q1 2014 and has held it in 25 quarters since.
  • Creative Planning's Walker & Dunlop position peaked at $2.02M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.