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Essential Partners’s Walker & Dunlop WD Stock Holding History

Essential Partners’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
Q3 		$9.72K Sell
277
-554
-67% -$24.5K ﹤0.01% 1208
2026
Q2 		$45.5K Buy
831
+208
+33% +$10.5K 0.02% 641
2026
Q1 		$27.6K Buy
623
+546
+709% +$30.8K 0.01% 805
2025
Q4 		$4.63K Buy
77
+54
+235% +$3.83K ﹤0.01% 1457
2025
Q3 		$1.92K Buy
+23
New +$1.85K ﹤0.01% 1801

Other funds holding WD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Essential Partners's WD Position: Q3 2026 in Review

Essential Partners reduced its Walker & Dunlop (WD) stake by 67% in Q3 2026, selling an estimated $24.5K and leaving 277 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Essential Partners first reported a position in WD in Q3 2025 and has held it in 5 quarters since. The position peaked at $45.5K in Q2 2026. 8 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Essential Partners held 277 shares of Walker & Dunlop worth $9.72K as of Q3 2026.
  • Essential Partners sold 554 Walker & Dunlop shares in Q3 2026, an estimated $24.5K.
  • Walker & Dunlop made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1208 holding.
  • Essential Partners first reported a position in Walker & Dunlop in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Walker & Dunlop position peaked at $45.5K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.