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

DiNuzzo 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	–	Sell	-1	Closed	-$45	–	1379
2026 Q1	$45	Sell	1 -2	-67%	-$113	﹤0.01%	1311
2025 Q4	$181	Sell	3 -2	-40%	-$142	﹤0.01%	1274
2025 Q3	$426	Sell	5 -4	-44%	-$322	﹤0.01%	1127
2025 Q2	$635	Buy	9 +2	+29%	+$144	﹤0.01%	1002
2025 Q1	$598	Buy	7 +1	+17%	+$90	﹤0.01%	987
2024 Q4	$584	Hold	6	–	–	﹤0.01%	1033
2024 Q3	$682	Hold	6	–	–	﹤0.01%	1001
2024 Q2	$590	Buy	6 +1	+20%	+$95	﹤0.01%	985
2024 Q1	$506	Sell	5 -1	-17%	-$96	﹤0.01%	975
2023 Q4	$667	Buy	+6	New	+$493	﹤0.01%	865

Other funds holding WD

EAM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

DiNuzzo Private Wealth sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

DiNuzzo Private Wealth first reported a position in WD in Q4 2023 and held it in 10 quarters. The position peaked at $682 in Q3 2024. 45 funds tracked by Wall St. Rank hold WD as of Q2 2026.

DiNuzzo Private Wealth reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
DiNuzzo Private Wealth sold 1 Walker & Dunlop share in Q2 2026, an estimated $45.
DiNuzzo Private Wealth first reported a position in Walker & Dunlop in Q4 2023 and held it in 10 quarters.
DiNuzzo Private Wealth's Walker & Dunlop position peaked at $682 in Q3 2024.
45 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.